PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
BTIIX vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BTIIX vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and Berkshire Hathaway Inc. (BRK-B).

BTIIX is managed by DWS. It was launched on Dec 31, 1992.

Performance

BTIIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Equity 500 Index Fund (BTIIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BTIIX vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BTIIX
DWS Equity 500 Index Fund		-4.38%17.56%24.83%26.04%-18.51%28.71%18.37%45.09%-4.99%21.61%
BRK-B
Berkshire Hathaway Inc.		-4.80%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Returns By Period

In the year-to-date period, BTIIX achieves a -4.38% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, BTIIX has outperformed BRK-B with an annualized return of 14.92%, while BRK-B has yielded a comparatively lower 12.78% annualized return.

BTIIX

1D
2.93%
1M
-5.04%
YTD
-4.38%
6M
-2.25%
1Y
17.05%
3Y*
18.07%
5Y*
11.55%
10Y*
14.92%

BRK-B

1D
-0.15%
1M
-0.35%
YTD
-4.80%
6M
-3.95%
1Y
-10.22%
3Y*
15.72%
5Y*
13.13%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DWS Equity 500 Index Fund

Berkshire Hathaway Inc.

Often compared with BTIIX:
BTIIX vs. MSFTBTIIX vs. VOOBTIIX vs. SPGPBTIIX vs. NANCBTIIX vs. FCNKXBTIIX vs. SCOBXBTIIX vs. SLANX
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

BTIIX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTIIX
BTIIX Risk / Return Rank: 5252
Overall Rank
BTIIX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BTIIX Sortino Ratio Rank: 5252
Sortino Ratio Rank
BTIIX Omega Ratio Rank: 5353
Omega Ratio Rank
BTIIX Calmar Ratio Rank: 4747
Calmar Ratio Rank
BTIIX Martin Ratio Rank: 6161
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTIIX vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

BTIIXBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.98

-0.56

+1.54

Sortino ratio

Return per unit of downside risk

1.53

-0.65

+2.18

Omega ratio

Gain probability vs. loss probability

1.23

0.91

+0.31

Calmar ratio

Return relative to maximum drawdown

1.31

-0.68

+1.99

Martin ratio

Return relative to average drawdown

6.27

-1.16

+7.43

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BTIIX vs. BRK-B - Sharpe Ratio Comparison

The current BTIIX Sharpe Ratio is 0.98, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of BTIIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

BTIIXBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

-0.56

+1.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.77

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.66

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.48

+0.01

Correlation

The correlation between BTIIX and BRK-B is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BTIIX vs. BRK-B - Dividend Comparison

BTIIX's dividend yield for the trailing twelve months is around 13.77%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
BTIIX
DWS Equity 500 Index Fund		13.77%13.18%20.02%26.57%14.49%15.07%20.31%23.22%22.74%15.17%11.11%8.32%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BTIIX vs. BRK-B - Drawdown Comparison

The maximum BTIIX drawdown since its inception was -55.24%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BTIIX and BRK-B.

Loading graphics...

Drawdown Indicators

BTIIXBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-55.24%

-53.86%

-1.38%

Max Drawdown (1Y)

Largest decline over 1 year

-12.12%

-14.95%

+2.83%

Max Drawdown (5Y)

Largest decline over 5 years

-24.60%

-26.58%

+1.98%

Max Drawdown (10Y)

Largest decline over 10 years

-33.83%

-29.57%

-4.26%

Current Drawdown

Current decline from peak

-6.26%

-11.36%

+5.10%

Average Drawdown

Average peak-to-trough decline

-10.15%

-11.07%

+0.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.53%

8.72%

-6.19%

Volatility

BTIIX vs. BRK-B - Volatility Comparison

DWS Equity 500 Index Fund (BTIIX) has a higher volatility of 5.16% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that BTIIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

BTIIXBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.16%

4.33%

+0.83%

Volatility (6M)

Calculated over the trailing 6-month period

9.48%

11.14%

-1.66%

Volatility (1Y)

Calculated over the trailing 1-year period

18.07%

18.30%

-0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.46%

17.20%

+5.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.19%

19.45%

+1.74%