ADPV vs. FOCPX

In the year-to-date period, ADPV achieves a -4.50% return, which is significantly higher than FOCPX's -6.33% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ADPV has a 1.00% expense ratio, which is higher than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Adaptiv Select ETF (ADPV) and Fidelity OTC Portfolio (FOCPX). 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 ADPV Sharpe Ratio is 0.49, which is higher than the FOCPX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of ADPV and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ADPV's dividend yield for the trailing twelve months is around 0.70%, less than FOCPX's 14.53% yield.

The maximum ADPV drawdown since its inception was -22.30%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for ADPV and FOCPX.

The current volatility for Adaptiv Select ETF (ADPV) is 2.13%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 5.19%. This indicates that ADPV experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.