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 0.87, 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
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Key characteristics
FOCKX:
-0.15
VOO:
0.69
FOCKX:
0.01
VOO:
1.10
FOCKX:
1.00
VOO:
1.16
FOCKX:
-0.12
VOO:
0.73
FOCKX:
-0.27
VOO:
2.79
FOCKX:
12.66%
VOO:
4.89%
FOCKX:
27.63%
VOO:
19.37%
FOCKX:
-53.34%
VOO:
-33.99%
FOCKX:
-14.32%
VOO:
-3.00%
Returns By Period
In the year-to-date period, FOCKX achieves a -4.45% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, FOCKX has underperformed VOO with an annualized return of 9.81%, while VOO has yielded a comparatively higher 12.78% annualized return.
FOCKX
-4.45%
15.02%
-3.97%
-4.18%
14.21%
9.13%
9.81%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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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 Rank
FOCKX
VOO
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.
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Dividends
FOCKX vs. VOO - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 13.95%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 13.95% | 13.33% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 4.65% | 12.92% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
FOCKX vs. VOO - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 5.69% compared to Vanguard S&P 500 ETF (VOO) at 4.63%. 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.
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