FOCKX vs. FSKAX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Fidelity Total Market Index Fund (FSKAX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. FSKAX is managed by Fidelity.
Performance
FOCKX vs. FSKAX - Performance Comparison
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FOCKX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | -7.76% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FOCKX achieves a -7.76% return, which is significantly lower than FSKAX's -6.77% return. Over the past 10 years, FOCKX has outperformed FSKAX with an annualized return of 19.31%, while FSKAX has yielded a comparatively lower 13.23% annualized return.
FOCKX
- 1D
- -1.33%
- 1M
- -8.64%
- YTD
- -7.76%
- 6M
- -2.82%
- 1Y
- 27.02%
- 3Y*
- 24.78%
- 5Y*
- 12.96%
- 10Y*
- 19.31%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FOCKX vs. FSKAX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FOCKX vs. FSKAX — Risk / Return Rank
FOCKX
FSKAX
FOCKX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FOCKX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.83 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.29 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.04 | +0.62 |
Martin ratioReturn relative to average drawdown | 7.07 | 5.05 | +2.02 |
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
| FOCKX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.83 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.59 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.72 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.78 | -0.71 |
Correlation
The correlation between FOCKX and FSKAX is 0.88, 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
FOCKX vs. FSKAX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 8.19%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 8.19% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FOCKX vs. FSKAX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -90.14%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FOCKX and FSKAX.
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Drawdown Indicators
| FOCKX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.14% | -35.01% | -55.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -12.42% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -36.97% | -25.39% | -11.58% |
Max Drawdown (10Y)Largest decline over 10 years | -90.14% | -35.01% | -55.13% |
Current DrawdownCurrent decline from peak | -11.28% | -8.92% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -4.05% | -4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.57% | +0.66% |
Volatility
FOCKX vs. FSKAX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.63% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCKX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 4.42% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 9.40% | +4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 18.50% | +4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.54% | 17.38% | +5.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 288.89% | 18.42% | +270.47% |