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.
Key characteristics
| FOCKX | VOO | |
|---|---|---|
| YTD Return | 18.54% | 26.94% |
| 1Y Return | 24.85% | 35.06% |
| 3Y Return (Ann) | 1.79% | 10.23% |
| 5Y Return (Ann) | 12.32% | 15.77% |
| 10Y Return (Ann) | 11.44% | 13.41% |
| Sharpe Ratio | 1.33 | 3.08 |
| Sortino Ratio | 1.69 | 4.09 |
| Omega Ratio | 1.27 | 1.58 |
| Calmar Ratio | 1.31 | 4.46 |
| Martin Ratio | 3.87 | 20.36 |
| Ulcer Index | 7.05% | 1.85% |
| Daily Std Dev | 20.53% | 12.23% |
| Max Drawdown | -53.34% | -33.99% |
| Current Drawdown | -9.72% | -0.25% |
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
In the year-to-date period, FOCKX achieves a 18.54% return, which is significantly lower than VOO's 26.94% return. Over the past 10 years, FOCKX has underperformed VOO with an annualized return of 11.44%, while VOO has yielded a comparatively higher 13.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 0.08%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.08% | 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 | 1.23% | 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 4.91% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. 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.