FOCKX vs. VGT
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Information Technology ETF (VGT).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or VGT.
Correlation
The correlation between FOCKX and VGT 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.
Performance
FOCKX vs. VGT - Performance Comparison
Key characteristics
FOCKX:
-0.18
VGT:
0.37
FOCKX:
-0.06
VGT:
0.71
FOCKX:
0.99
VGT:
1.10
FOCKX:
-0.17
VGT:
0.41
FOCKX:
-0.43
VGT:
1.41
FOCKX:
11.79%
VGT:
7.90%
FOCKX:
27.60%
VGT:
29.95%
FOCKX:
-53.34%
VGT:
-54.63%
FOCKX:
-20.70%
VGT:
-15.44%
Returns By Period
The year-to-date returns for both stocks are quite close, with FOCKX having a -11.57% return and VGT slightly lower at -11.99%. Over the past 10 years, FOCKX has underperformed VGT with an annualized return of 9.05%, while VGT has yielded a comparatively higher 18.71% annualized return.
FOCKX
-11.57%
-3.08%
-9.14%
-6.56%
8.91%
9.05%
VGT
-11.99%
-1.92%
-8.98%
9.04%
19.19%
18.71%
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FOCKX vs. VGT - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FOCKX vs. VGT — Risk-Adjusted Performance Rank
FOCKX
VGT
FOCKX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Information Technology ETF (VGT). 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
FOCKX vs. VGT - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 0.01%, less than VGT's 0.58% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.01% | 0.00% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FOCKX vs. VGT - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -53.34%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FOCKX and VGT. For additional features, visit the drawdowns tool.
Volatility
FOCKX vs. VGT - Volatility Comparison
The current volatility for Fidelity OTC Portfolio Class K (FOCKX) is 16.21%, while Vanguard Information Technology ETF (VGT) has a volatility of 19.16%. This indicates that FOCKX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.