KTCAX vs. XLK

The year-to-date returns for both investments are quite close, with KTCAX having a -10.67% return and XLK slightly higher at -10.19%. Over the past 10 years, KTCAX has underperformed XLK with an annualized return of 7.17%, while XLK has yielded a comparatively higher 18.55% annualized return.

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KTCAX has a 0.89% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Technology Select Sector SPDR Fund (XLK). 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.

The current KTCAX Sharpe Ratio is 0.02, which is lower than the XLK Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of KTCAX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KTCAX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.75%.

The maximum KTCAX drawdown since its inception was -84.49%, roughly equal to the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for KTCAX and XLK. For additional features, visit the drawdowns tool.

The current volatility for DWS Science and Technology Fund (KTCAX) is 17.62%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 19.02%. This indicates that KTCAX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.