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
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Key characteristics
FOCPX:
0.43
VOO:
0.69
FOCPX:
0.72
VOO:
1.10
FOCPX:
1.10
VOO:
1.16
FOCPX:
0.41
VOO:
0.73
FOCPX:
1.22
VOO:
2.79
FOCPX:
8.41%
VOO:
4.89%
FOCPX:
25.76%
VOO:
19.37%
FOCPX:
-69.01%
VOO:
-33.99%
FOCPX:
-8.32%
VOO:
-3.00%
Returns By Period
In the year-to-date period, FOCPX achieves a -4.01% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, FOCPX has outperformed VOO with an annualized return of 16.31%, while VOO has yielded a comparatively lower 12.78% annualized return.
FOCPX
-4.01%
15.53%
-0.64%
10.09%
21.02%
16.86%
16.31%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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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.
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Dividends
FOCPX vs. VOO - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 14.18%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 14.18% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
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
FOCPX vs. VOO - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -69.01%, 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.
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Volatility
FOCPX vs. VOO - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 6.33% compared to Vanguard S&P 500 ETF (VOO) at 4.63%. 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.
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