KTCAX vs. QQQ
Compare and contrast key facts about DWS Science and Technology Fund (KTCAX) and Invesco QQQ ETF (QQQ).
KTCAX is managed by DWS. It was launched on Sep 6, 1948. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
KTCAX vs. QQQ - Performance Comparison
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KTCAX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KTCAX DWS Science and Technology Fund | -12.14% | 21.21% | 40.51% | 57.73% | -36.66% | 22.68% | 46.12% | 42.35% | -1.03% | 35.79% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, KTCAX achieves a -12.14% return, which is significantly lower than QQQ's -5.93% return. Both investments have delivered pretty close results over the past 10 years, with KTCAX having a 18.81% annualized return and QQQ not far ahead at 18.85%.
KTCAX
- 1D
- -1.63%
- 1M
- -9.00%
- YTD
- -12.14%
- 6M
- -10.67%
- 1Y
- 21.18%
- 3Y*
- 25.10%
- 5Y*
- 12.33%
- 10Y*
- 18.81%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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KTCAX vs. QQQ - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
KTCAX vs. QQQ — Risk / Return Rank
KTCAX
QQQ
KTCAX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Invesco QQQ ETF (QQQ). 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.
| KTCAX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.05 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.63 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.88 | -1.05 |
Martin ratioReturn relative to average drawdown | 2.79 | 6.95 | -4.16 |
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
| KTCAX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.05 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.58 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.85 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.37 | -0.03 |
Correlation
The correlation between KTCAX and QQQ is 0.95, 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
KTCAX vs. QQQ - Dividend Comparison
KTCAX's dividend yield for the trailing twelve months is around 9.47%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KTCAX DWS Science and Technology Fund | 9.47% | 8.32% | 10.15% | 11.73% | 6.31% | 10.93% | 7.36% | 8.99% | 14.35% | 4.50% | 2.32% | 11.97% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
KTCAX vs. QQQ - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -82.20%, roughly equal to the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for KTCAX and QQQ.
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Drawdown Indicators
| KTCAX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.20% | -82.97% | +0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -12.62% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -42.37% | -35.12% | -7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -42.37% | -35.12% | -7.25% |
Current DrawdownCurrent decline from peak | -16.60% | -8.98% | -7.62% |
Average DrawdownAverage peak-to-trough decline | -27.98% | -32.99% | +5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.41% | +1.52% |
Volatility
KTCAX vs. QQQ - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 7.13% compared to Invesco QQQ ETF (QQQ) at 6.51%. This indicates that KTCAX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KTCAX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 6.51% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 12.77% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.62% | 22.67% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.82% | 22.39% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 22.25% | +1.67% |