SCPIX vs. KDHAX
Compare and contrast key facts about DWS S&P 500 Index Fund (SCPIX) and DWS CROCI Equity Dividend Fd (KDHAX).
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. KDHAX is managed by DWS. It was launched on Mar 18, 1988.
Performance
SCPIX vs. KDHAX - Performance Comparison
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SCPIX vs. KDHAX - 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% |
KDHAX DWS CROCI Equity Dividend Fd | 1.39% | 2.92% | 13.37% | 5.30% | 1.09% | 19.44% | -9.41% | 29.38% | -3.45% | 19.25% |
Returns By Period
In the year-to-date period, SCPIX achieves a -7.12% return, which is significantly lower than KDHAX's 1.39% return. Over the past 10 years, SCPIX has outperformed KDHAX with an annualized return of 13.65%, while KDHAX has yielded a comparatively lower 8.30% annualized return.
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%
KDHAX
- 1D
- -0.39%
- 1M
- -6.34%
- YTD
- 1.39%
- 6M
- 4.09%
- 1Y
- 2.72%
- 3Y*
- 7.67%
- 5Y*
- 6.55%
- 10Y*
- 8.30%
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SCPIX vs. KDHAX - Expense Ratio Comparison
SCPIX has a 0.29% expense ratio, which is lower than KDHAX's 1.01% expense ratio.
Return for Risk
SCPIX vs. KDHAX — Risk / Return Rank
SCPIX
KDHAX
SCPIX vs. KDHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS S&P 500 Index Fund (SCPIX) and DWS CROCI Equity Dividend Fd (KDHAX). 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 | KDHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.22 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.44 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.06 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.23 | +0.74 |
Martin ratioReturn relative to average drawdown | 4.72 | 0.65 | +4.07 |
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 | KDHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.22 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.47 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.50 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.46 | -0.02 |
Correlation
The correlation between SCPIX and KDHAX 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.
Dividends
SCPIX vs. KDHAX - Dividend Comparison
SCPIX's dividend yield for the trailing twelve months is around 4.68%, less than KDHAX's 16.43% 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% |
KDHAX DWS CROCI Equity Dividend Fd | 16.43% | 15.94% | 9.07% | 5.94% | 6.24% | 9.57% | 5.53% | 7.13% | 12.23% | 1.60% | 1.81% | 2.34% |
Drawdowns
SCPIX vs. KDHAX - Drawdown Comparison
The maximum SCPIX drawdown since its inception was -55.46%, smaller than the maximum KDHAX drawdown of -65.77%. Use the drawdown chart below to compare losses from any high point for SCPIX and KDHAX.
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Drawdown Indicators
| SCPIX | KDHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -65.77% | +10.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -12.60% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -16.91% | -7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -40.08% | +6.23% |
Current DrawdownCurrent decline from peak | -8.94% | -9.05% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -9.41% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.47% | -1.90% |
Volatility
SCPIX vs. KDHAX - Volatility Comparison
DWS S&P 500 Index Fund (SCPIX) has a higher volatility of 4.00% compared to DWS CROCI Equity Dividend Fd (KDHAX) at 3.51%. This indicates that SCPIX's price experiences larger fluctuations and is considered to be riskier than KDHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCPIX | KDHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 3.51% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 9.81% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 17.48% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 13.94% | +2.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 16.83% | +1.24% |