SSLCX vs. BTIIX
Compare and contrast key facts about DWS Small Cap Core Fund (SSLCX) and DWS Equity 500 Index Fund (BTIIX).
SSLCX is managed by DWS. It was launched on Jul 14, 2000. BTIIX is managed by DWS. It was launched on Dec 31, 1992.
Performance
SSLCX vs. BTIIX - Performance Comparison
Loading graphics...
SSLCX vs. BTIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSLCX DWS Small Cap Core Fund | 0.38% | 4.99% | 9.85% | 13.09% | -13.53% | 41.16% | 14.65% | 21.72% | -14.28% | 11.63% |
BTIIX DWS Equity 500 Index Fund | -7.10% | 17.56% | 24.83% | 26.04% | -18.51% | 28.71% | 18.37% | 45.09% | -4.99% | 21.61% |
Returns By Period
In the year-to-date period, SSLCX achieves a 0.38% return, which is significantly higher than BTIIX's -7.10% return. Over the past 10 years, SSLCX has underperformed BTIIX with an annualized return of 9.91%, while BTIIX has yielded a comparatively higher 14.59% annualized return.
SSLCX
- 1D
- -1.07%
- 1M
- -3.24%
- YTD
- 0.38%
- 6M
- -2.12%
- 1Y
- 8.58%
- 3Y*
- 8.94%
- 5Y*
- 5.62%
- 10Y*
- 9.91%
BTIIX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.10%
- 6M
- -4.70%
- 1Y
- 14.16%
- 3Y*
- 16.94%
- 5Y*
- 11.17%
- 10Y*
- 14.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSLCX vs. BTIIX - Expense Ratio Comparison
SSLCX has a 0.95% expense ratio, which is higher than BTIIX's 0.20% expense ratio.
Return for Risk
SSLCX vs. BTIIX — Risk / Return Rank
SSLCX
BTIIX
SSLCX vs. BTIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Small Cap Core Fund (SSLCX) and DWS Equity 500 Index Fund (BTIIX). 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.
| SSLCX | BTIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.84 | -0.34 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.32 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.98 | -0.36 |
Martin ratioReturn relative to average drawdown | 2.03 | 4.75 | -2.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SSLCX | BTIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.84 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.50 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.69 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.49 | -0.12 |
Correlation
The correlation between SSLCX and BTIIX 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
SSLCX vs. BTIIX - Dividend Comparison
SSLCX's dividend yield for the trailing twelve months is around 1.20%, less than BTIIX's 14.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSLCX DWS Small Cap Core Fund | 1.20% | 1.21% | 1.52% | 0.68% | 1.07% | 1.67% | 0.35% | 0.16% | 5.99% | 5.78% | 0.60% | 8.42% |
BTIIX DWS Equity 500 Index Fund | 14.17% | 13.18% | 20.02% | 26.57% | 14.49% | 15.07% | 20.31% | 23.22% | 22.74% | 15.17% | 11.11% | 8.32% |
Drawdowns
SSLCX vs. BTIIX - Drawdown Comparison
The maximum SSLCX drawdown since its inception was -63.14%, which is greater than BTIIX's maximum drawdown of -55.24%. Use the drawdown chart below to compare losses from any high point for SSLCX and BTIIX.
Loading graphics...
Drawdown Indicators
| SSLCX | BTIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.14% | -55.24% | -7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -12.12% | +2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -22.57% | -24.60% | +2.03% |
Max Drawdown (10Y)Largest decline over 10 years | -48.07% | -33.83% | -14.24% |
Current DrawdownCurrent decline from peak | -5.55% | -8.93% | +3.38% |
Average DrawdownAverage peak-to-trough decline | -11.38% | -10.15% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.56% | +0.53% |
Volatility
SSLCX vs. BTIIX - Volatility Comparison
DWS Small Cap Core Fund (SSLCX) has a higher volatility of 4.67% compared to DWS Equity 500 Index Fund (BTIIX) at 4.01%. This indicates that SSLCX's price experiences larger fluctuations and is considered to be riskier than BTIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SSLCX | BTIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 4.01% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 9.04% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 17.88% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 22.43% | -4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.06% | 21.17% | -0.11% |