SCPIX vs. VOO
Compare and contrast key facts about DWS S&P 500 Index Fund (SCPIX) and Vanguard S&P 500 ETF (VOO).
SCPIX is managed by DWS. It was launched on Aug 29, 1997. 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: SCPIX or VOO.
Correlation
The correlation between SCPIX 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
SCPIX vs. VOO - Performance Comparison
Key characteristics
SCPIX:
1.26
VOO:
1.76
SCPIX:
1.70
VOO:
2.37
SCPIX:
1.24
VOO:
1.32
SCPIX:
2.00
VOO:
2.66
SCPIX:
5.64
VOO:
11.10
SCPIX:
3.01%
VOO:
2.02%
SCPIX:
13.44%
VOO:
12.79%
SCPIX:
-55.47%
VOO:
-33.99%
SCPIX:
-5.17%
VOO:
-2.11%
Returns By Period
The year-to-date returns for both investments are quite close, with SCPIX having a 2.39% return and VOO slightly higher at 2.40%. Over the past 10 years, SCPIX has underperformed VOO with an annualized return of 7.82%, while VOO has yielded a comparatively higher 13.03% annualized return.
SCPIX
2.39%
-1.11%
2.83%
14.37%
8.51%
7.82%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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SCPIX vs. VOO - Expense Ratio Comparison
SCPIX has a 0.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SCPIX vs. VOO — Risk-Adjusted Performance Rank
SCPIX
VOO
SCPIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS S&P 500 Index Fund (SCPIX) 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
SCPIX vs. VOO - Dividend Comparison
SCPIX's dividend yield for the trailing twelve months is around 1.04%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCPIX DWS S&P 500 Index Fund | 1.04% | 1.07% | 1.23% | 1.33% | 1.07% | 1.37% | 1.50% | 1.78% | 1.68% | 1.85% | 1.40% | 1.78% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SCPIX vs. VOO - Drawdown Comparison
The maximum SCPIX drawdown since its inception was -55.47%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCPIX and VOO. For additional features, visit the drawdowns tool.
Volatility
SCPIX vs. VOO - Volatility Comparison
DWS S&P 500 Index Fund (SCPIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.42% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.