KTCAX vs. VITAX
Compare and contrast key facts about DWS Science and Technology Fund (KTCAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
KTCAX is managed by DWS. It was launched on Sep 6, 1948. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KTCAX or VITAX.
Correlation
The correlation between KTCAX and VITAX is 0.87, 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. VITAX - Performance Comparison
Key characteristics
KTCAX:
0.38
VITAX:
0.37
KTCAX:
0.72
VITAX:
0.72
KTCAX:
1.10
VITAX:
1.10
KTCAX:
0.41
VITAX:
0.41
KTCAX:
1.42
VITAX:
1.42
KTCAX:
7.36%
VITAX:
7.90%
KTCAX:
27.18%
VITAX:
30.42%
KTCAX:
-84.49%
VITAX:
-54.81%
KTCAX:
-14.95%
VITAX:
-15.40%
Returns By Period
In the year-to-date period, KTCAX achieves a -10.67% return, which is significantly higher than VITAX's -11.90% return. Over the past 10 years, KTCAX has underperformed VITAX with an annualized return of 16.52%, while VITAX has yielded a comparatively higher 18.65% annualized return.
KTCAX
-10.67%
-2.28%
-6.83%
11.42%
17.82%
16.52%
VITAX
-11.90%
-2.89%
-8.94%
10.90%
19.46%
18.65%
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KTCAX vs. VITAX - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
KTCAX vs. VITAX — Risk-Adjusted Performance Rank
KTCAX
VITAX
KTCAX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
KTCAX's dividend yield for the trailing twelve months is around 11.36%, more than VITAX's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KTCAX DWS Science and Technology Fund | 11.36% | 10.15% | 11.73% | 6.31% | 10.93% | 7.36% | 8.99% | 14.35% | 4.50% | 2.32% | 11.97% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
KTCAX vs. VITAX - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -84.49%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for KTCAX and VITAX. For additional features, visit the drawdowns tool.
Volatility
KTCAX vs. VITAX - Volatility Comparison
The current volatility for DWS Science and Technology Fund (KTCAX) is 17.62%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 19.63%. This indicates that KTCAX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.