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 0.92, 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:
0.61
VGT:
1.20
FOCKX:
0.88
VGT:
1.65
FOCKX:
1.13
VGT:
1.22
FOCKX:
0.77
VGT:
1.76
FOCKX:
1.59
VGT:
6.12
FOCKX:
8.32%
VGT:
4.39%
FOCKX:
21.81%
VGT:
22.30%
FOCKX:
-53.34%
VGT:
-54.63%
FOCKX:
-7.48%
VGT:
-0.88%
Returns By Period
The year-to-date returns for both stocks are quite close, with FOCKX having a 3.18% return and VGT slightly lower at 3.17%. Over the past 10 years, FOCKX has underperformed VGT with an annualized return of 10.91%, while VGT has yielded a comparatively higher 20.64% annualized return.
FOCKX
3.18%
0.35%
0.22%
14.28%
10.36%
10.91%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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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 has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.00% | 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 6.31%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. 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.