FOCPX vs. SCHG
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
FOCPX vs. SCHG - Performance Comparison
Loading graphics...
FOCPX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, FOCPX achieves a -3.79% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, FOCPX has outperformed SCHG with an annualized return of 19.71%, while SCHG has yielded a comparatively lower 16.95% annualized return.
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOCPX vs. SCHG - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
FOCPX vs. SCHG — Risk / Return Rank
FOCPX
SCHG
FOCPX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| FOCPX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.76 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.24 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.09 | +1.50 |
Martin ratioReturn relative to average drawdown | 10.61 | 3.71 | +6.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FOCPX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.76 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.57 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.79 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.79 | -0.16 |
Correlation
The correlation between FOCPX and SCHG is 0.94, 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.
Dividends
FOCPX vs. SCHG - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.08%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
FOCPX vs. SCHG - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FOCPX and SCHG.
Loading graphics...
Drawdown Indicators
| FOCPX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -34.59% | -35.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -16.41% | +3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -34.59% | -2.46% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -34.59% | -2.46% |
Current DrawdownCurrent decline from peak | -7.45% | -12.51% | +5.06% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -5.22% | -11.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 4.84% | -1.78% |
Volatility
FOCPX vs. SCHG - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 8.08% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that FOCPX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOCPX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 6.77% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.14% | 12.54% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 22.45% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 22.31% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.36% | 21.51% | +0.85% |