BTIIX vs. SCDGX
Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and DWS Core Equity Fund (SCDGX).
BTIIX is managed by DWS. It was launched on Dec 31, 1992. SCDGX is managed by DWS. It was launched on May 31, 1929.
Performance
BTIIX vs. SCDGX - Performance Comparison
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BTIIX vs. SCDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTIIX DWS Equity 500 Index Fund | -7.10% | 17.56% | 24.83% | 26.04% | -18.51% | 28.71% | 18.37% | 45.09% | -4.99% | 21.61% |
SCDGX DWS Core Equity Fund | -7.39% | 16.32% | 20.01% | 25.55% | -15.61% | 25.54% | 16.14% | 35.68% | -6.06% | 21.52% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BTIIX having a -7.10% return and SCDGX slightly lower at -7.39%. Over the past 10 years, BTIIX has outperformed SCDGX with an annualized return of 14.59%, while SCDGX has yielded a comparatively lower 13.19% annualized return.
BTIIX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.10%
- 6M
- -4.70%
- 1Y
- 14.16%
- 3Y*
- 16.94%
- 5Y*
- 11.17%
- 10Y*
- 14.59%
SCDGX
- 1D
- -0.42%
- 1M
- -7.41%
- YTD
- -7.39%
- 6M
- -4.90%
- 1Y
- 14.06%
- 3Y*
- 15.04%
- 5Y*
- 10.36%
- 10Y*
- 13.19%
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BTIIX vs. SCDGX - Expense Ratio Comparison
BTIIX has a 0.20% expense ratio, which is lower than SCDGX's 0.55% expense ratio.
Return for Risk
BTIIX vs. SCDGX — Risk / Return Rank
BTIIX
SCDGX
BTIIX vs. SCDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and DWS Core Equity Fund (SCDGX). 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.
| BTIIX | SCDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.81 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.28 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.90 | +0.08 |
Martin ratioReturn relative to average drawdown | 4.75 | 4.16 | +0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTIIX | SCDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.81 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.61 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.72 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.51 | -0.02 |
Correlation
The correlation between BTIIX and SCDGX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BTIIX vs. SCDGX - Dividend Comparison
BTIIX's dividend yield for the trailing twelve months is around 14.17%, more than SCDGX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTIIX DWS Equity 500 Index Fund | 14.17% | 13.18% | 20.02% | 26.57% | 14.49% | 15.07% | 20.31% | 23.22% | 22.74% | 15.17% | 11.11% | 8.32% |
SCDGX DWS Core Equity Fund | 11.48% | 10.50% | 9.11% | 5.12% | 9.28% | 14.09% | 6.70% | 8.88% | 14.12% | 6.15% | 6.92% | 8.72% |
Drawdowns
BTIIX vs. SCDGX - Drawdown Comparison
The maximum BTIIX drawdown since its inception was -55.24%, roughly equal to the maximum SCDGX drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for BTIIX and SCDGX.
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Drawdown Indicators
| BTIIX | SCDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.24% | -55.85% | +0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.78% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -22.77% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -35.07% | +1.24% |
Current DrawdownCurrent decline from peak | -8.93% | -9.43% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -8.61% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.84% | -0.28% |
Volatility
BTIIX vs. SCDGX - Volatility Comparison
DWS Equity 500 Index Fund (BTIIX) and DWS Core Equity Fund (SCDGX) have volatilities of 4.01% and 3.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTIIX | SCDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.94% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 9.06% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 18.23% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.43% | 17.03% | +5.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.17% | 18.36% | +2.81% |