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.
Performance
FOCPX vs. VOO - Performance Comparison
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FOCPX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
The year-to-date returns for both investments are quite close, with FOCPX having a -3.79% return and VOO slightly higher at -3.66%. Over the past 10 years, FOCPX has outperformed VOO with an annualized return of 19.71%, while VOO has yielded a comparatively lower 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
FOCPX vs. VOO — Risk / Return Rank
FOCPX
VOO
FOCPX vs. VOO - Risk-Adjusted Trends 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.
| FOCPX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.01 | +0.41 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.53 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.55 | +1.04 |
Martin ratioReturn relative to average drawdown | 10.61 | 7.31 | +3.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOCPX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.01 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.79 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.83 | -0.21 |
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.
Dividends
FOCPX vs. VOO - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.08%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FOCPX vs. VOO - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, 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.
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Drawdown Indicators
| FOCPX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -33.99% | -36.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -11.98% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -24.52% | -12.53% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -33.99% | -3.06% |
Current DrawdownCurrent decline from peak | -7.45% | -5.55% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -3.72% | -13.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.55% | +0.51% |
Volatility
FOCPX vs. VOO - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 8.08% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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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Volatility by Period
| FOCPX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 5.34% | +2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.14% | 9.47% | +4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 18.11% | +4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 16.82% | +5.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.36% | 17.99% | +4.37% |