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 Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KTCAX or SCHG.
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.
Performance
KTCAX vs. SCHG - Performance Comparison
Key characteristics
KTCAX:
1.15
SCHG:
1.87
KTCAX:
1.53
SCHG:
2.46
KTCAX:
1.23
SCHG:
1.34
KTCAX:
0.98
SCHG:
2.68
KTCAX:
5.82
SCHG:
10.32
KTCAX:
4.41%
SCHG:
3.20%
KTCAX:
22.44%
SCHG:
17.76%
KTCAX:
-84.49%
SCHG:
-34.59%
KTCAX:
-11.74%
SCHG:
-5.05%
Returns By Period
In the year-to-date period, KTCAX achieves a -0.81% return, which is significantly higher than SCHG's -0.86% return. Over the past 10 years, KTCAX has underperformed SCHG with an annualized return of 9.03%, while SCHG has yielded a comparatively higher 16.83% annualized return.
KTCAX
-0.81%
-3.28%
-3.94%
24.71%
9.00%
9.03%
SCHG
-0.86%
-3.93%
5.99%
32.80%
18.79%
16.83%
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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.
Risk-Adjusted Performance
KTCAX vs. SCHG — Risk-Adjusted Performance Rank
KTCAX
SCHG
KTCAX vs. SCHG - Risk-Adjusted Performance 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.
Dividends
KTCAX vs. SCHG - Dividend Comparison
KTCAX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KTCAX DWS Science and Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.40% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
KTCAX vs. SCHG - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -84.49%, 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. For additional features, visit the drawdowns tool.
Volatility
KTCAX vs. SCHG - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 11.54% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.17%. 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.