SCPIX vs. KTCAX
Compare and contrast key facts about DWS S&P 500 Index Fund (SCPIX) and DWS Science and Technology Fund (KTCAX).
SCPIX is a passively managed fund by DWS that tracks the performance of the S&P 500 Index. It was launched on Aug 29, 1997. KTCAX is managed by DWS. It was launched on Sep 6, 1948.
Performance
SCPIX vs. KTCAX - Performance Comparison
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SCPIX vs. KTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCPIX DWS S&P 500 Index Fund | -7.12% | 17.21% | 24.65% | 25.97% | -18.46% | 27.85% | 18.21% | 34.99% | -4.58% | 21.43% |
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% |
Returns By Period
In the year-to-date period, SCPIX achieves a -7.12% return, which is significantly higher than KTCAX's -12.14% return. Over the past 10 years, SCPIX has underperformed KTCAX with an annualized return of 13.65%, while KTCAX has yielded a comparatively higher 18.81% annualized return.
SCPIX
- 1D
- -0.40%
- 1M
- -7.70%
- YTD
- -7.12%
- 6M
- -4.73%
- 1Y
- 14.09%
- 3Y*
- 16.74%
- 5Y*
- 10.93%
- 10Y*
- 13.65%
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%
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SCPIX vs. KTCAX - Expense Ratio Comparison
SCPIX has a 0.29% expense ratio, which is lower than KTCAX's 0.89% expense ratio.
Return for Risk
SCPIX vs. KTCAX — Risk / Return Rank
SCPIX
KTCAX
SCPIX vs. KTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS S&P 500 Index Fund (SCPIX) and DWS Science and Technology Fund (KTCAX). 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.
| SCPIX | KTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.83 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.34 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.83 | +0.14 |
Martin ratioReturn relative to average drawdown | 4.72 | 2.79 | +1.93 |
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
| SCPIX | KTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.83 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.50 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.35 | +0.09 |
Correlation
The correlation between SCPIX and KTCAX is 0.85, 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.
Dividends
SCPIX vs. KTCAX - Dividend Comparison
SCPIX's dividend yield for the trailing twelve months is around 4.68%, less than KTCAX's 9.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCPIX DWS S&P 500 Index Fund | 4.68% | 4.09% | 5.65% | 7.18% | 5.57% | 5.28% | 6.91% | 7.88% | 8.14% | 6.05% | 4.83% | 4.04% |
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% |
Drawdowns
SCPIX vs. KTCAX - Drawdown Comparison
The maximum SCPIX drawdown since its inception was -55.46%, smaller than the maximum KTCAX drawdown of -82.20%. Use the drawdown chart below to compare losses from any high point for SCPIX and KTCAX.
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Drawdown Indicators
| SCPIX | KTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -82.20% | +26.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -16.60% | +4.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -42.37% | +17.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -42.37% | +8.52% |
Current DrawdownCurrent decline from peak | -8.94% | -16.60% | +7.66% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -27.98% | +17.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.93% | -2.36% |
Volatility
SCPIX vs. KTCAX - Volatility Comparison
The current volatility for DWS S&P 500 Index Fund (SCPIX) is 4.00%, while DWS Science and Technology Fund (KTCAX) has a volatility of 7.13%. This indicates that SCPIX experiences smaller price fluctuations and is considered to be less risky than KTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCPIX | KTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 7.13% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 15.91% | -6.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 25.62% | -7.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 24.82% | -8.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 23.92% | -5.85% |