SCPIX vs. BSPIX
Compare and contrast key facts about DWS S&P 500 Index Fund (SCPIX) and iShares S&P 500 Index Fund Institutional Class (BSPIX).
SCPIX is a passively managed fund by DWS that tracks the performance of the S&P 500 Index. It was launched on Aug 29, 1997. BSPIX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Apr 28, 1993. Both SCPIX and BSPIX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SCPIX vs. BSPIX - Performance Comparison
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SCPIX vs. BSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCPIX DWS S&P 500 Index Fund | -7.12% | 17.21% | 24.65% | 25.97% | -18.46% | 27.85% | 18.21% | 34.99% | -4.58% | 21.43% |
BSPIX iShares S&P 500 Index Fund Institutional Class | -7.08% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
Returns By Period
The year-to-date returns for both investments are quite close, with SCPIX having a -7.12% return and BSPIX slightly higher at -7.08%. Both investments have delivered pretty close results over the past 10 years, with SCPIX having a 13.65% annualized return and BSPIX not far behind at 13.55%.
SCPIX
- 1D
- -0.40%
- 1M
- -7.70%
- YTD
- -7.12%
- 6M
- -4.73%
- 1Y
- 14.09%
- 3Y*
- 16.74%
- 5Y*
- 10.93%
- 10Y*
- 13.65%
BSPIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -4.66%
- 1Y
- 14.32%
- 3Y*
- 17.05%
- 5Y*
- 11.30%
- 10Y*
- 13.55%
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SCPIX vs. BSPIX - Expense Ratio Comparison
SCPIX has a 0.29% expense ratio, which is higher than BSPIX's 0.10% expense ratio.
Return for Risk
SCPIX vs. BSPIX — Risk / Return Rank
SCPIX
BSPIX
SCPIX vs. BSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS S&P 500 Index Fund (SCPIX) and iShares S&P 500 Index Fund Institutional Class (BSPIX). 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.
| SCPIX | BSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.83 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.29 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.05 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.72 | 5.09 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCPIX | BSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.83 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.76 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.72 | -0.28 |
Correlation
The correlation between SCPIX and BSPIX 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.
Dividends
SCPIX vs. BSPIX - Dividend Comparison
SCPIX's dividend yield for the trailing twelve months is around 4.68%, more than BSPIX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCPIX DWS S&P 500 Index Fund | 4.68% | 4.09% | 5.65% | 7.18% | 5.57% | 5.28% | 6.91% | 7.88% | 8.14% | 6.05% | 4.83% | 4.04% |
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.53% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
Drawdowns
SCPIX vs. BSPIX - Drawdown Comparison
The maximum SCPIX drawdown since its inception was -55.46%, which is greater than BSPIX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SCPIX and BSPIX.
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Drawdown Indicators
| SCPIX | BSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -33.75% | -21.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -12.11% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -24.55% | -0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -33.75% | -0.10% |
Current DrawdownCurrent decline from peak | -8.94% | -8.91% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -3.98% | -6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.49% | +0.08% |
Volatility
SCPIX vs. BSPIX - Volatility Comparison
The current volatility for DWS S&P 500 Index Fund (SCPIX) is 4.00%, while iShares S&P 500 Index Fund Institutional Class (BSPIX) has a volatility of 4.24%. This indicates that SCPIX experiences smaller price fluctuations and is considered to be less risky than BSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCPIX | BSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 4.24% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 9.08% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 18.06% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 16.84% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 17.99% | +0.08% |