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 0.83, 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:
0.18
SPGP:
0.62
BTIIX:
0.31
SPGP:
0.93
BTIIX:
1.06
SPGP:
1.12
BTIIX:
0.11
SPGP:
0.96
BTIIX:
0.50
SPGP:
2.58
BTIIX:
6.79%
SPGP:
3.56%
BTIIX:
19.13%
SPGP:
14.87%
BTIIX:
-84.57%
SPGP:
-42.08%
BTIIX:
-29.11%
SPGP:
-5.57%
Returns By Period
In the year-to-date period, BTIIX achieves a 2.38% return, which is significantly higher than SPGP's 0.92% return. Over the past 10 years, BTIIX has underperformed SPGP with an annualized return of -2.00%, while SPGP has yielded a comparatively higher 13.32% annualized return.
BTIIX
2.38%
-1.11%
-8.03%
1.10%
-3.27%
-2.00%
SPGP
0.92%
-4.42%
2.43%
6.91%
12.04%
13.32%
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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 Rank
BTIIX
SPGP
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 1.33%, less than SPGP's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTIIX DWS Equity 500 Index Fund | 1.33% | 1.36% | 1.67% | 1.63% | 1.36% | 1.66% | 1.73% | 2.18% | 1.80% | 2.00% | 1.68% | 1.90% |
SPGP Invesco S&P 500 GARP ETF | 1.37% | 1.38% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% |
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
The current volatility for DWS Equity 500 Index Fund (BTIIX) is 3.43%, while Invesco S&P 500 GARP ETF (SPGP) has a volatility of 4.26%. This indicates that BTIIX experiences smaller price fluctuations and is considered to be less risky than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.