SPIDX vs. SCPIX
Compare and contrast key facts about Invesco S&P 500 Index Fund (SPIDX) and DWS S&P 500 Index Fund (SCPIX).
SPIDX is managed by Invesco. It was launched on Sep 26, 1997. SCPIX is managed by DWS. It was launched on Aug 29, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPIDX or SCPIX.
Correlation
The correlation between SPIDX and SCPIX 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
SPIDX vs. SCPIX - Performance Comparison
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Key characteristics
SPIDX:
0.49
SCPIX:
0.26
SPIDX:
0.85
SCPIX:
0.53
SPIDX:
1.13
SCPIX:
1.08
SPIDX:
0.53
SCPIX:
0.26
SPIDX:
2.04
SCPIX:
0.88
SPIDX:
4.88%
SCPIX:
6.41%
SPIDX:
19.36%
SCPIX:
19.75%
SPIDX:
-55.30%
SCPIX:
-55.47%
SPIDX:
-7.66%
SCPIX:
-10.52%
Returns By Period
The year-to-date returns for both investments are quite close, with SPIDX having a -3.42% return and SCPIX slightly higher at -3.38%. Over the past 10 years, SPIDX has outperformed SCPIX with an annualized return of 11.76%, while SCPIX has yielded a comparatively lower 7.29% annualized return.
SPIDX
-3.42%
7.54%
-5.37%
9.22%
15.19%
11.76%
SCPIX
-3.38%
7.55%
-9.00%
4.90%
10.00%
7.29%
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SPIDX vs. SCPIX - Expense Ratio Comparison
Both SPIDX and SCPIX have an expense ratio of 0.29%.
Risk-Adjusted Performance
SPIDX vs. SCPIX — Risk-Adjusted Performance Rank
SPIDX
SCPIX
SPIDX vs. SCPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Index Fund (SPIDX) and DWS S&P 500 Index Fund (SCPIX). 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.
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Dividends
SPIDX vs. SCPIX - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 1.01%, less than SCPIX's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 1.01% | 0.97% | 1.23% | 1.13% | 0.98% | 1.28% | 1.50% | 1.81% | 1.49% | 1.49% | 1.74% | 1.38% |
SCPIX DWS S&P 500 Index Fund | 1.11% | 1.07% | 1.23% | 1.33% | 1.07% | 1.37% | 1.50% | 1.78% | 1.68% | 1.85% | 1.40% | 1.78% |
Drawdowns
SPIDX vs. SCPIX - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, roughly equal to the maximum SCPIX drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for SPIDX and SCPIX. For additional features, visit the drawdowns tool.
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Volatility
SPIDX vs. SCPIX - Volatility Comparison
Invesco S&P 500 Index Fund (SPIDX) and DWS S&P 500 Index Fund (SCPIX) have volatilities of 6.83% and 6.85%, 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.
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