FOCPX vs. VOO
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Vanguard S&P 500 ETF (VOO).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. 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: FOCPX or VOO.
Correlation
The correlation between FOCPX 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
FOCPX vs. VOO - Performance Comparison
Key characteristics
FOCPX:
1.98
VOO:
2.21
FOCPX:
2.58
VOO:
2.92
FOCPX:
1.35
VOO:
1.41
FOCPX:
2.58
VOO:
3.34
FOCPX:
8.17
VOO:
14.07
FOCPX:
4.60%
VOO:
2.01%
FOCPX:
18.99%
VOO:
12.80%
FOCPX:
-64.60%
VOO:
-33.99%
FOCPX:
-1.88%
VOO:
-1.36%
Returns By Period
The year-to-date returns for both investments are quite close, with FOCPX having a 1.91% return and VOO slightly higher at 1.98%. Over the past 10 years, FOCPX has outperformed VOO with an annualized return of 18.71%, while VOO has yielded a comparatively lower 13.52% annualized return.
FOCPX
1.91%
1.86%
12.52%
33.10%
18.27%
18.71%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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FOCPX vs. VOO - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FOCPX vs. VOO — Risk-Adjusted Performance Rank
FOCPX
VOO
FOCPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) 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
FOCPX vs. VOO - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 13.35%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 13.35% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 10.05% | 25.83% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FOCPX vs. VOO - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -64.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FOCPX and VOO. For additional features, visit the drawdowns tool.
Volatility
FOCPX vs. VOO - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 6.34% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that FOCPX'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.