KTCAX vs. VGHCX
KTCAX (DWS Science and Technology Fund) and VGHCX (Vanguard Health Care Fund Investor Shares) are both mutual funds - KTCAX is a Technology Equities fund managed by DWS, while VGHCX is a Health & Biotech Equities fund actively managed by Vanguard. Over the past 10 years, KTCAX returned 23.59%/yr vs 9.74%/yr for VGHCX. A 0.61 correlation means they provide meaningful diversification when combined. KTCAX charges 0.89%/yr vs 0.33%/yr for VGHCX.
Performance
KTCAX vs. VGHCX - Performance Comparison
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Returns By Period
In the year-to-date period, KTCAX achieves a 25.26% return, which is significantly higher than VGHCX's -0.94% return. Over the past 10 years, KTCAX has outperformed VGHCX with an annualized return of 23.59%, while VGHCX has yielded a comparatively lower 9.74% annualized return.
KTCAX
- 1D
- -0.34%
- 1M
- 5.69%
- YTD
- 25.26%
- 6M
- 23.68%
- 1Y
- 48.54%
- 3Y*
- 35.01%
- 5Y*
- 18.08%
- 10Y*
- 23.59%
VGHCX
- 1D
- 0.93%
- 1M
- 0.54%
- YTD
- -0.94%
- 6M
- -1.48%
- 1Y
- 21.58%
- 3Y*
- 9.63%
- 5Y*
- 6.98%
- 10Y*
- 9.74%
KTCAX vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KTCAX DWS Science and Technology Fund | 25.26% | 21.21% | 40.51% | 57.73% | -36.66% | 22.68% | 46.12% | 42.35% | -1.03% | 35.79% |
VGHCX Vanguard Health Care Fund Investor Shares | -0.94% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
Correlation
The correlation between KTCAX and VGHCX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since May 23, 1984 | 0.61 |
Over the past year, the correlation between KTCAX and VGHCX has dropped to 0.17 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
KTCAX vs. VGHCX — Risk / Return Rank
KTCAX
VGHCX
KTCAX vs. VGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KTCAX | VGHCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.74 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.26 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | 2.42 | +0.64 |
| Martin ratioReturn relative to average drawdown | 10.20 | 6.46 | +3.74 |
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Drawdowns
KTCAX vs. VGHCX - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -82.20%, which is greater than VGHCX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for KTCAX and VGHCX.
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Drawdown Indicators
| KTCAX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.20% | -36.93% | -45.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -9.20% | -7.40% |
Max Drawdown (3Y)Largest decline over 3 years | -25.52% | -16.08% | -9.44% |
Max Drawdown (5Y)Largest decline over 5 years | -42.37% | -16.95% | -25.42% |
Max Drawdown (10Y)Largest decline over 10 years | -42.37% | -27.18% | -15.19% |
Current DrawdownCurrent decline from peak | -3.40% | -3.99% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -27.87% | -5.24% | -22.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 3.44% | +1.53% |
Volatility
KTCAX vs. VGHCX - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 11.17% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.74%. This indicates that KTCAX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KTCAX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.17% | 4.74% | +6.43% |
Volatility (6M)Calculated over the trailing 6-month period | 18.88% | 10.65% | +8.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.88% | 14.95% | +7.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.35% | 18.24% | +7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.29% | 17.66% | +6.63% |
KTCAX vs. VGHCX - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is higher than VGHCX's 0.33% expense ratio.
Dividends
KTCAX vs. VGHCX - Dividend Comparison
KTCAX's dividend yield for the trailing twelve months is around 6.65%, which matches VGHCX's 6.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KTCAX DWS Science and Technology Fund | 6.65% | 8.32% | 10.15% | 11.73% | 6.31% | 10.93% | 7.36% | 8.99% | 14.35% | 4.50% | 2.32% | 11.97% |
VGHCX Vanguard Health Care Fund Investor Shares | 6.67% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Frequently Asked Questions
KTCAX and VGHCX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KTCAX has higher volatility (11.17%) compared to VGHCX (4.74%). In terms of maximum drawdown, KTCAX dropped -82.20% vs VGHCX's -36.93%.
KTCAX currently has the higher Sharpe Ratio (2.23 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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