SWHFX vs. KTCAX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and DWS Science and Technology Fund (KTCAX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. KTCAX is managed by DWS. It was launched on Sep 6, 1948.
Performance
SWHFX vs. KTCAX - Performance Comparison
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SWHFX vs. KTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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, SWHFX achieves a -4.90% return, which is significantly higher than KTCAX's -12.14% return. Over the past 10 years, SWHFX has underperformed KTCAX with an annualized return of 7.56%, while KTCAX has yielded a comparatively higher 18.81% annualized return.
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%
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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SWHFX vs. KTCAX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is lower than KTCAX's 0.89% expense ratio.
Return for Risk
SWHFX vs. KTCAX — Risk / Return Rank
SWHFX
KTCAX
SWHFX vs. KTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) 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.
| SWHFX | KTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.83 | -0.93 |
Sortino ratioReturn per unit of downside risk | -0.01 | 1.34 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.83 | -0.97 |
Martin ratioReturn relative to average drawdown | -0.30 | 2.79 | -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
| SWHFX | KTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.83 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.50 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.79 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.35 | +0.15 |
Correlation
The correlation between SWHFX and KTCAX 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
SWHFX vs. KTCAX - Dividend Comparison
SWHFX has not paid dividends to shareholders, while KTCAX's dividend yield for the trailing twelve months is around 9.47%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
SWHFX vs. KTCAX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -43.10%, smaller than the maximum KTCAX drawdown of -82.20%. Use the drawdown chart below to compare losses from any high point for SWHFX and KTCAX.
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Drawdown Indicators
| SWHFX | KTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.10% | -82.20% | +39.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -16.60% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -42.37% | +23.02% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -42.37% | +15.09% |
Current DrawdownCurrent decline from peak | -11.81% | -16.60% | +4.79% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -27.98% | +19.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 4.93% | +0.69% |
Volatility
SWHFX vs. KTCAX - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 4.40%, while DWS Science and Technology Fund (KTCAX) has a volatility of 7.13%. This indicates that SWHFX 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
| SWHFX | KTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 7.13% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 15.91% | -3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 25.62% | -7.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 24.82% | -10.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 23.92% | -8.00% |