FOCKX vs. VOO
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Vanguard S&P 500 ETF (VOO).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or VOO.
Correlation
The correlation between FOCKX and VOO 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
FOCKX vs. VOO - Performance Comparison
Key characteristics
FOCKX:
0.99
VOO:
2.25
FOCKX:
1.31
VOO:
2.98
FOCKX:
1.20
VOO:
1.42
FOCKX:
1.13
VOO:
3.31
FOCKX:
2.75
VOO:
14.77
FOCKX:
7.64%
VOO:
1.90%
FOCKX:
21.21%
VOO:
12.46%
FOCKX:
-53.34%
VOO:
-33.99%
FOCKX:
-9.23%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FOCKX achieves a 19.18% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FOCKX has underperformed VOO with an annualized return of 11.30%, while VOO has yielded a comparatively higher 13.08% annualized return.
FOCKX
19.18%
1.73%
-4.16%
19.57%
11.55%
11.30%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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FOCKX vs. VOO - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FOCKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FOCKX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.00% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% | 13.66% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FOCKX vs. VOO - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -53.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FOCKX and VOO. For additional features, visit the drawdowns tool.
Volatility
FOCKX vs. VOO - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.00% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.