KTCAX vs. SWHFX
Compare and contrast key facts about DWS Science and Technology Fund (KTCAX) and Schwab Health Care Fund™ (SWHFX).
KTCAX is managed by DWS. It was launched on Sep 6, 1948. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
KTCAX vs. SWHFX - Performance Comparison
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KTCAX vs. SWHFX - 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% |
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, KTCAX achieves a -12.14% return, which is significantly lower than SWHFX's -4.90% return. Over the past 10 years, KTCAX has outperformed SWHFX with an annualized return of 18.81%, while SWHFX has yielded a comparatively lower 7.56% 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%
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
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KTCAX vs. SWHFX - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is higher than SWHFX's 0.80% expense ratio.
Return for Risk
KTCAX vs. SWHFX — Risk / Return Rank
KTCAX
SWHFX
KTCAX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Schwab Health Care Fund™ (SWHFX). 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 | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | -0.10 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.34 | -0.01 | +1.35 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.00 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | -0.14 | +0.97 |
Martin ratioReturn relative to average drawdown | 2.79 | -0.30 | +3.09 |
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 | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | -0.10 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.28 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.48 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.49 | -0.15 |
Correlation
The correlation between KTCAX and SWHFX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KTCAX vs. SWHFX - Dividend Comparison
KTCAX's dividend yield for the trailing twelve months is around 9.47%, while SWHFX has not paid dividends to shareholders.
| 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% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
KTCAX vs. SWHFX - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -82.20%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for KTCAX and SWHFX.
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Drawdown Indicators
| KTCAX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.20% | -43.10% | -39.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -12.25% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -42.37% | -19.35% | -23.02% |
Max Drawdown (10Y)Largest decline over 10 years | -42.37% | -27.28% | -15.09% |
Current DrawdownCurrent decline from peak | -16.60% | -11.81% | -4.79% |
Average DrawdownAverage peak-to-trough decline | -27.98% | -8.15% | -19.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 5.62% | -0.69% |
Volatility
KTCAX vs. SWHFX - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 7.13% compared to Schwab Health Care Fund™ (SWHFX) at 4.40%. This indicates that KTCAX's price experiences larger fluctuations and is considered to be riskier than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KTCAX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 4.40% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 12.09% | +3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.62% | 18.18% | +7.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.82% | 14.46% | +10.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 15.92% | +8.00% |