DCUIX vs. BTIIX

Last updated Aug 1, 2026

DCUIX (DWS CROCI U.S. Fund) and BTIIX (DWS Equity 500 Index Fund) are both mutual funds - DCUIX is a Large Cap Value Equities fund managed by DWS, while BTIIX is a Large Cap Blend Equities fund managed by DWS. Over the past 10 years, DCUIX returned 10.35%/yr vs 15.90%/yr for BTIIX. Their correlation of 0.84 means they have usually moved in the same direction. DCUIX charges 0.67%/yr vs 0.20%/yr for BTIIX.

Performance

DCUIX vs. BTIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS CROCI U.S. Fund (DCUIX) and DWS Equity 500 Index Fund (BTIIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DCUIX achieves a 12.72% return, which is significantly higher than BTIIX's 9.19% return. Over the past 10 years, DCUIX has underperformed BTIIX with an annualized return of 10.35%, while BTIIX has yielded a comparatively higher 15.90% annualized return.

DCUIX

• 1D: 0.67%
• 1M: 2.55%
• 6M: 10.23%
• YTD: 12.72%
• 1Y: 30.70%
• 3Y*: 17.80%
• 5Y*: 11.27%
• 10Y*: 10.35%
• ALL TIME*: 8.81%

BTIIX

• 1D: 1.66%
• 1M: -0.57%
• 6M: 7.19%
• YTD: 9.19%
• 1Y: 20.31%
• 3Y*: 18.79%
• 5Y*: 12.44%
• 10Y*: 15.90%
• ALL TIME*: 10.36%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BTIIX DWS Equity 500 Index Fund	$0.00	$0.00	$0.00
DCUIX DWS CROCI U.S. Fund	$0.00	$0.00	$0.00

DCUIX vs. BTIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DCUIX DWS CROCI U.S. Fund	12.72%	17.12%	17.80%	20.81%	-15.54%	26.39%	-12.66%	39.03%	-11.01%	22.00%
BTIIX DWS Equity 500 Index Fund	9.19%	17.56%	24.83%	26.04%	-18.51%	28.71%	18.37%	45.09%	-4.99%	21.61%

Correlation

The correlation between DCUIX and BTIIX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.66
Correlation (3Y) Balances recent behavior with more history.	0.79
Correlation (5Y) Shows whether the relationship held over a longer period.	0.86
Correlation (10Y) Provides a long-term view across more market conditions.	0.83
Correlation (All Time) Calculated using the full available price history since Apr 13, 2015	0.84

The correlation between DCUIX and BTIIX shifts across timeframes, from 0.66 (1 year) to 0.86 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

DCUIX vs. BTIIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DCUIX

DCUIX Risk / Return Rank: 90
DCUIX Sharpe Ratio Rank: 91
DCUIX Sortino Ratio Rank: 89
DCUIX Omega Ratio Rank: 84
DCUIX Calmar Ratio Rank: 94
DCUIX Martin Ratio Rank: 94

BTIIX

BTIIX Risk / Return Rank: 59
BTIIX Sharpe Ratio Rank: 56
BTIIX Sortino Ratio Rank: 53
BTIIX Omega Ratio Rank: 54
BTIIX Calmar Ratio Rank: 60
BTIIX Martin Ratio Rank: 70

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DCUIX vs. BTIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS CROCI U.S. Fund (DCUIX) and DWS Equity 500 Index Fund (BTIIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DCUIX	BTIIX	Difference
Sharpe ratio: Return per unit of total volatility	2.30	1.41	+0.89
Sortino ratio: Return per unit of downside risk	3.33	1.99	+1.34
Omega ratio: Gain probability vs. loss probability	1.40	1.26	+0.15
Calmar ratio: Return relative to maximum drawdown	4.11	2.03	+2.08
Martin ratio: Return relative to average drawdown	14.88	8.62	+6.26

DCUIX vs. BTIIX - Sharpe Ratio Comparison

The current DCUIX Sharpe Ratio is 2.30, which is higher than the BTIIX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of DCUIX and BTIIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DCUIX vs. BTIIX - Drawdown Comparison

The maximum DCUIX drawdown since its inception was -41.94%, smaller than the maximum BTIIX drawdown of -55.24%. Use the drawdown chart below to compare losses from any high point for DCUIX and BTIIX.

Drawdown Indicators

	DCUIX	BTIIX	Difference
Max Drawdown Largest peak-to-trough decline	-41.94%	-55.24%	+13.30%
Max Drawdown (1Y) Largest decline over 1 year	-6.89%	-8.93%	+2.04%
Max Drawdown (3Y) Largest decline over 3 years	-19.33%	-21.16%	+1.83%
Max Drawdown (5Y) Largest decline over 5 years	-23.99%	-24.60%	+0.61%
Max Drawdown (10Y) Largest decline over 10 years	-41.94%	-33.83%	-8.11%
Current Drawdown Current decline from peak	-0.18%	-2.19%	+2.01%
Average Drawdown Average peak-to-trough decline	-6.71%	-10.05%	+3.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.92%	2.10%	-0.18%

Volatility

DCUIX vs. BTIIX - Volatility Comparison

The current volatility for DWS CROCI U.S. Fund (DCUIX) is 2.97%, while DWS Equity 500 Index Fund (BTIIX) has a volatility of 3.44%. This indicates that DCUIX experiences smaller price fluctuations and is considered to be less risky than BTIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DCUIX	BTIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.97%	3.44%	-0.47%
Volatility (6M) Calculated over the trailing 6-month period	8.98%	9.99%	-1.01%
Volatility (1Y) Calculated over the trailing 1-year period	12.33%	12.85%	-0.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.32%	22.55%	-6.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.32%	21.21%	-2.89%

DCUIX vs. BTIIX - Expense Ratio Comparison

DCUIX has a 0.67% expense ratio, which is higher than BTIIX's 0.20% expense ratio.

Dividends

DCUIX vs. BTIIX - Dividend Comparison

DCUIX's dividend yield for the trailing twelve months is around 9.89%, less than BTIIX's 16.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BTIIX DWS Equity 500 Index Fund	16.09%	13.18%	20.02%	26.57%	14.49%	15.07%	20.31%	23.22%	22.74%	15.17%	11.11%	8.32%
DCUIX DWS CROCI U.S. Fund	9.89%	11.15%	8.91%	1.64%	2.76%	1.35%	2.45%	10.23%	4.24%	2.45%	0.31%	1.38%

Frequently Asked Questions

Can I hold both DCUIX and BTIIX in my portfolio?

DCUIX and BTIIX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DCUIX or BTIIX?

BTIIX has higher volatility (3.44%) compared to DCUIX (2.97%). In terms of maximum drawdown, DCUIX dropped -41.94% vs BTIIX's -55.24%.

Which has better risk-adjusted returns?

DCUIX currently has the higher Sharpe Ratio (2.30 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.