BTIIX vs. SLANX

Last updated Apr 2, 2026

Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and DWS Latin America Equity Fund Class A (SLANX).

BTIIX is managed by DWS. It was launched on Dec 31, 1992. SLANX is managed by DWS. It was launched on May 29, 2001.

Performance

BTIIX vs. SLANX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Equity 500 Index Fund (BTIIX) and DWS Latin America Equity Fund Class A (SLANX). The values are adjusted to include any dividend payments, if applicable.

BTIIX vs. SLANX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
SLANX DWS Latin America Equity Fund Class A	12.39%	54.13%	-28.52%	33.24%	8.08%	-9.06%	0.70%	35.56%	-2.82%	32.20%

Returns By Period

In the year-to-date period, BTIIX achieves a -4.38% return, which is significantly lower than SLANX's 12.39% return. Over the past 10 years, BTIIX has outperformed SLANX with an annualized return of 14.92%, while SLANX has yielded a comparatively lower 11.90% 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%

SLANX

• 1D: 4.25%
• 1M: -3.83%
• YTD: 12.39%
• 6M: 21.33%
• 1Y: 49.05%
• 3Y*: 16.91%
• 5Y*: 11.45%
• 10Y*: 11.90%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTIIX vs. SLANX - Expense Ratio Comparison

BTIIX has a 0.20% expense ratio, which is lower than SLANX's 1.51% expense ratio.

SLANX

DWS Latin America Equity Fund Class A

BTIIX

DWS Equity 500 Index Fund

Return for Risk

BTIIX vs. SLANX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTIIX

BTIIX Risk / Return Rank: 52
BTIIX Sharpe Ratio Rank: 46
BTIIX Sortino Ratio Rank: 52
BTIIX Omega Ratio Rank: 53
BTIIX Calmar Ratio Rank: 47
BTIIX Martin Ratio Rank: 61

SLANX

SLANX Risk / Return Rank: 92
SLANX Sharpe Ratio Rank: 93
SLANX Sortino Ratio Rank: 89
SLANX Omega Ratio Rank: 89
SLANX Calmar Ratio Rank: 96
SLANX Martin Ratio Rank: 94

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. SLANX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and DWS Latin America Equity Fund Class A (SLANX). 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	SLANX	Difference
Sharpe ratio Return per unit of total volatility	0.98	2.12	-1.14
Sortino ratio Return per unit of downside risk	1.53	2.57	-1.04
Omega ratio Gain probability vs. loss probability	1.23	1.41	-0.18
Calmar ratio Return relative to maximum drawdown	1.31	3.77	-2.46
Martin ratio Return relative to average drawdown	6.27	12.84	-6.57
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. SLANX - Sharpe Ratio Comparison

The current BTIIX Sharpe Ratio is 0.98, which is lower than the SLANX Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of BTIIX and SLANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BTIIX	SLANX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.98	2.12	-1.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.52	0.50	+0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	0.44	+0.26
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.33	+0.17

Correlation

The correlation between BTIIX and SLANX is 0.60, 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. SLANX - Dividend Comparison

BTIIX's dividend yield for the trailing twelve months is around 13.77%, more than SLANX's 3.69% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SLANX DWS Latin America Equity Fund Class A	3.69%	4.15%	5.13%	3.14%	7.15%	14.19%	0.00%	0.00%	0.00%	4.21%	1.57%	0.00%

Drawdowns

BTIIX vs. SLANX - Drawdown Comparison

The maximum BTIIX drawdown since its inception was -55.24%, smaller than the maximum SLANX drawdown of -70.73%. Use the drawdown chart below to compare losses from any high point for BTIIX and SLANX.

Drawdown Indicators

	BTIIX	SLANX	Difference
Max Drawdown Largest peak-to-trough decline	-55.24%	-70.73%	+15.49%
Max Drawdown (1Y) Largest decline over 1 year	-12.12%	-12.85%	+0.73%
Max Drawdown (5Y) Largest decline over 5 years	-24.60%	-29.92%	+5.32%
Max Drawdown (10Y) Largest decline over 10 years	-33.83%	-50.91%	+17.08%
Current Drawdown Current decline from peak	-6.26%	-5.79%	-0.47%
Average Drawdown Average peak-to-trough decline	-10.15%	-23.43%	+13.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	3.77%	-1.24%

Volatility

BTIIX vs. SLANX - Volatility Comparison

The current volatility for DWS Equity 500 Index Fund (BTIIX) is 5.16%, while DWS Latin America Equity Fund Class A (SLANX) has a volatility of 11.44%. This indicates that BTIIX experiences smaller price fluctuations and is considered to be less risky than SLANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BTIIX	SLANX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.16%	11.44%	-6.28%
Volatility (6M) Calculated over the trailing 6-month period	9.48%	17.40%	-7.92%
Volatility (1Y) Calculated over the trailing 1-year period	18.07%	24.41%	-6.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.46%	23.21%	-0.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.19%	27.04%	-5.85%