BTIIX vs. VOO
Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and Vanguard S&P 500 ETF (VOO).
BTIIX is managed by DWS. It was launched on Dec 31, 1992. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTIIX or VOO.
Correlation
The correlation between BTIIX and VOO is 0.99, 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. VOO - Performance Comparison
Key characteristics
BTIIX:
0.48
VOO:
2.21
BTIIX:
0.64
VOO:
2.93
BTIIX:
1.14
VOO:
1.41
BTIIX:
0.52
VOO:
3.25
BTIIX:
3.07
VOO:
14.47
BTIIX:
2.98%
VOO:
1.90%
BTIIX:
19.01%
VOO:
12.43%
BTIIX:
-84.57%
VOO:
-33.99%
BTIIX:
-16.74%
VOO:
-2.87%
Returns By Period
In the year-to-date period, BTIIX achieves a 7.48% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, BTIIX has underperformed VOO with an annualized return of 12.15%, while VOO has yielded a comparatively higher 13.04% annualized return.
BTIIX
7.48%
-14.25%
-6.74%
8.02%
10.97%
12.15%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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BTIIX vs. VOO - Expense Ratio Comparison
BTIIX has a 0.20% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BTIIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BTIIX's dividend yield for the trailing twelve months is around 0.99%, more than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BTIIX vs. VOO - Drawdown Comparison
The maximum BTIIX drawdown since its inception was -84.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BTIIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BTIIX vs. VOO - Volatility Comparison
DWS Equity 500 Index Fund (BTIIX) has a higher volatility of 15.77% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that BTIIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.