BTIIX vs. SPGP
Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and Invesco S&P 500 GARP ETF (SPGP).
BTIIX is managed by DWS. It was launched on Dec 31, 1992. SPGP is a passively managed fund by Invesco that tracks the performance of the S&P 500 GARP Index. It was launched on Jun 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTIIX or SPGP.
Correlation
The correlation between BTIIX and SPGP is 0.84, 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.
Performance
BTIIX vs. SPGP - Performance Comparison
Key characteristics
BTIIX:
0.48
SPGP:
0.61
BTIIX:
0.64
SPGP:
0.93
BTIIX:
1.14
SPGP:
1.12
BTIIX:
0.52
SPGP:
0.94
BTIIX:
3.07
SPGP:
2.73
BTIIX:
2.98%
SPGP:
3.31%
BTIIX:
19.01%
SPGP:
14.75%
BTIIX:
-84.57%
SPGP:
-42.08%
BTIIX:
-16.74%
SPGP:
-7.18%
Returns By Period
The year-to-date returns for both investments are quite close, with BTIIX having a 7.48% return and SPGP slightly higher at 7.61%. Over the past 10 years, BTIIX has underperformed SPGP with an annualized return of 12.15%, while SPGP has yielded a comparatively higher 13.44% annualized return.
BTIIX
7.48%
-14.25%
-6.74%
8.02%
10.97%
12.15%
SPGP
7.61%
-3.89%
2.10%
9.04%
11.86%
13.44%
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BTIIX vs. SPGP - Expense Ratio Comparison
BTIIX has a 0.20% expense ratio, which is lower than SPGP's 0.36% expense ratio.
Risk-Adjusted Performance
BTIIX vs. SPGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and Invesco S&P 500 GARP ETF (SPGP). 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.
Dividends
BTIIX vs. SPGP - Dividend Comparison
BTIIX's dividend yield for the trailing twelve months is around 0.99%, which matches SPGP's 1.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTIIX DWS Equity 500 Index Fund | 0.99% | 1.67% | 1.63% | 1.36% | 1.66% | 1.73% | 2.18% | 1.80% | 2.00% | 1.68% | 1.90% | 1.77% |
SPGP Invesco S&P 500 GARP ETF | 1.00% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% | 2.11% |
Drawdowns
BTIIX vs. SPGP - Drawdown Comparison
The maximum BTIIX drawdown since its inception was -84.57%, which is greater than SPGP's maximum drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for BTIIX and SPGP. For additional features, visit the drawdowns tool.
Volatility
BTIIX vs. SPGP - Volatility Comparison
DWS Equity 500 Index Fund (BTIIX) has a higher volatility of 15.77% compared to Invesco S&P 500 GARP ETF (SPGP) at 4.13%. This indicates that BTIIX's price experiences larger fluctuations and is considered to be riskier than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.