KTCAX vs. SCHG
Compare and contrast key facts about DWS Science and Technology Fund (KTCAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
KTCAX is managed by DWS. It was launched on Sep 6, 1948. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
KTCAX vs. SCHG - Performance Comparison
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KTCAX vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, KTCAX achieves a -12.14% return, which is significantly lower than SCHG's -9.73% return. Over the past 10 years, KTCAX has outperformed SCHG with an annualized return of 18.81%, while SCHG has yielded a comparatively lower 16.95% annualized return.
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%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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KTCAX vs. SCHG - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
KTCAX vs. SCHG — Risk / Return Rank
KTCAX
SCHG
KTCAX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.76 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.24 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.09 | -0.27 |
Martin ratioReturn relative to average drawdown | 2.79 | 3.71 | -0.92 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.76 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.79 | -0.44 |
Correlation
The correlation between KTCAX and SCHG is 0.94, 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. SCHG - Dividend Comparison
KTCAX's dividend yield for the trailing twelve months is around 9.47%, more than SCHG's 0.43% 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
KTCAX vs. SCHG - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -82.20%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for KTCAX and SCHG.
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Drawdown Indicators
| KTCAX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.20% | -34.59% | -47.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -16.41% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -42.37% | -34.59% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -42.37% | -34.59% | -7.78% |
Current DrawdownCurrent decline from peak | -16.60% | -12.51% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -27.98% | -5.22% | -22.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 4.84% | +0.09% |
Volatility
KTCAX vs. SCHG - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 7.13% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that KTCAX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KTCAX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 6.77% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 12.54% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.62% | 22.45% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.82% | 22.31% | +2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 21.51% | +2.41% |