WSTCX vs. XLK
Compare and contrast key facts about Delaware Ivy Science and Technology Fund (WSTCX) and Technology Select Sector SPDR Fund (XLK).
WSTCX is managed by Ivy Funds. It was launched on Jul 30, 1997. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSTCX or XLK.
Key characteristics
| WSTCX | XLK | |
|---|---|---|
| YTD Return | 33.07% | 23.85% |
| 1Y Return | 22.61% | 36.57% |
| 3Y Return (Ann) | -26.67% | 13.33% |
| 5Y Return (Ann) | -12.32% | 23.65% |
| 10Y Return (Ann) | -3.93% | 20.78% |
| Sharpe Ratio | 0.72 | 1.65 |
| Sortino Ratio | 0.98 | 2.19 |
| Omega Ratio | 1.19 | 1.30 |
| Calmar Ratio | 0.30 | 2.12 |
| Martin Ratio | 2.86 | 7.32 |
| Ulcer Index | 7.62% | 4.91% |
| Daily Std Dev | 30.22% | 21.79% |
| Max Drawdown | -77.63% | -82.05% |
| Current Drawdown | -60.76% | -0.11% |
Correlation
The correlation between WSTCX and XLK is 0.86, 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
WSTCX vs. XLK - Performance Comparison
In the year-to-date period, WSTCX achieves a 33.07% return, which is significantly higher than XLK's 23.85% return. Over the past 10 years, WSTCX has underperformed XLK with an annualized return of -3.93%, while XLK has yielded a comparatively higher 20.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WSTCX vs. XLK - Expense Ratio Comparison
WSTCX has a 2.14% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
WSTCX vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) 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.
Dividends
WSTCX vs. XLK - Dividend Comparison
WSTCX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.66%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% | 1.70% |
Drawdowns
WSTCX vs. XLK - Drawdown Comparison
The maximum WSTCX drawdown since its inception was -77.63%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for WSTCX and XLK. For additional features, visit the drawdowns tool.
Volatility
WSTCX vs. XLK - Volatility Comparison
Delaware Ivy Science and Technology Fund (WSTCX) and Technology Select Sector SPDR Fund (XLK) have volatilities of 6.12% and 6.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.