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 a passively managed fund by Invesco that tracks the performance of the S&P 500 Index. It was launched on Sep 26, 1997. 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. Both SPIDX and SCPIX 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
SPIDX vs. SCPIX - Performance Comparison
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SPIDX vs. SCPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | -7.13% | 17.54% | 24.65% | 25.95% | -18.36% | 28.30% | 18.13% | 31.11% | -4.75% | 21.45% |
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% |
Returns By Period
The year-to-date returns for both investments are quite close, with SPIDX having a -7.13% return and SCPIX slightly higher at -7.12%. Both investments have delivered pretty close results over the past 10 years, with SPIDX having a 13.42% annualized return and SCPIX not far ahead at 13.65%.
SPIDX
- 1D
- -0.40%
- 1M
- -7.71%
- YTD
- -7.13%
- 6M
- -4.70%
- 1Y
- 14.14%
- 3Y*
- 16.85%
- 5Y*
- 11.09%
- 10Y*
- 13.42%
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%
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SPIDX vs. SCPIX - Expense Ratio Comparison
Both SPIDX and SCPIX have an expense ratio of 0.29%.
Return for Risk
SPIDX vs. SCPIX — Risk / Return Rank
SPIDX
SCPIX
SPIDX vs. SCPIX - Risk-Adjusted Trends 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.
| SPIDX | SCPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.83 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.32 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.97 | 0.00 |
Martin ratioReturn relative to average drawdown | 4.71 | 4.72 | -0.01 |
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
| SPIDX | SCPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.83 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.65 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.76 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | 0.00 |
Correlation
The correlation between SPIDX and SCPIX is 1.00, 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
SPIDX vs. SCPIX - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 1.16%, less than SCPIX's 4.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 1.16% | 1.07% | 1.28% | 1.23% | 1.14% | 2.09% | 1.45% | 2.11% | 2.82% | 1.49% | 1.49% | 1.74% |
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% |
Drawdowns
SPIDX vs. SCPIX - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, roughly equal to the maximum SCPIX drawdown of -55.46%. Use the drawdown chart below to compare losses from any high point for SPIDX and SCPIX.
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Drawdown Indicators
| SPIDX | SCPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -55.46% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -12.13% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -24.66% | 0.00% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.85% | +0.01% |
Current DrawdownCurrent decline from peak | -8.93% | -8.94% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -10.69% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.57% | 0.00% |
Volatility
SPIDX vs. SCPIX - Volatility Comparison
Invesco S&P 500 Index Fund (SPIDX) has a higher volatility of 4.24% compared to DWS S&P 500 Index Fund (SCPIX) at 4.00%. This indicates that SPIDX's price experiences larger fluctuations and is considered to be riskier than SCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPIDX | SCPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.00% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 9.03% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 17.89% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 16.81% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 18.07% | -0.02% |