BTIIX vs. SCINX
Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and DWS CROCI International Fund (SCINX).
BTIIX is managed by DWS. It was launched on Dec 31, 1992. SCINX is managed by DWS. It was launched on Jun 17, 1953.
Performance
BTIIX vs. SCINX - Performance Comparison
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BTIIX vs. SCINX - 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% |
SCINX DWS CROCI International Fund | 1.17% | 44.99% | 2.37% | 18.85% | -13.29% | 9.30% | 3.00% | 21.45% | -14.47% | 22.01% |
Returns By Period
In the year-to-date period, BTIIX achieves a -7.10% return, which is significantly lower than SCINX's 1.17% return. Over the past 10 years, BTIIX has outperformed SCINX with an annualized return of 14.59%, while SCINX has yielded a comparatively lower 8.95% 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%
SCINX
- 1D
- 0.03%
- 1M
- -10.46%
- YTD
- 1.17%
- 6M
- 11.04%
- 1Y
- 29.12%
- 3Y*
- 17.69%
- 5Y*
- 10.06%
- 10Y*
- 8.95%
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BTIIX vs. SCINX - Expense Ratio Comparison
BTIIX has a 0.20% expense ratio, which is lower than SCINX's 0.91% expense ratio.
Return for Risk
BTIIX vs. SCINX — Risk / Return Rank
BTIIX
SCINX
BTIIX vs. SCINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and DWS CROCI International Fund (SCINX). 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 | SCINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.81 | -0.97 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.35 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.35 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.07 | -1.09 |
Martin ratioReturn relative to average drawdown | 4.75 | 7.99 | -3.24 |
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 | SCINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.81 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.64 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.56 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.33 | +0.17 |
Correlation
The correlation between BTIIX and SCINX is 0.63, 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. SCINX - Dividend Comparison
BTIIX's dividend yield for the trailing twelve months is around 14.17%, more than SCINX's 2.72% 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% |
SCINX DWS CROCI International Fund | 2.72% | 2.75% | 3.20% | 3.55% | 3.48% | 3.89% | 1.80% | 3.39% | 3.73% | 2.49% | 3.76% | 3.52% |
Drawdowns
BTIIX vs. SCINX - Drawdown Comparison
The maximum BTIIX drawdown since its inception was -55.24%, smaller than the maximum SCINX drawdown of -63.90%. Use the drawdown chart below to compare losses from any high point for BTIIX and SCINX.
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Drawdown Indicators
| BTIIX | SCINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.24% | -63.90% | +8.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.28% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -30.06% | +5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -35.59% | +1.76% |
Current DrawdownCurrent decline from peak | -8.93% | -10.91% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -16.95% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.33% | -0.77% |
Volatility
BTIIX vs. SCINX - Volatility Comparison
The current volatility for DWS Equity 500 Index Fund (BTIIX) is 4.01%, while DWS CROCI International Fund (SCINX) has a volatility of 5.61%. This indicates that BTIIX experiences smaller price fluctuations and is considered to be less risky than SCINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTIIX | SCINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 5.61% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 9.92% | -0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 15.63% | +2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.43% | 15.71% | +6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.17% | 16.04% | +5.13% |