OTCFX vs. VOO
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and Vanguard S&P 500 ETF (VOO).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. 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: OTCFX or VOO.
Correlation
The correlation between OTCFX and VOO is 0.86, 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
OTCFX vs. VOO - Performance Comparison
Key characteristics
OTCFX:
0.06
VOO:
1.99
OTCFX:
0.21
VOO:
2.65
OTCFX:
1.03
VOO:
1.36
OTCFX:
0.04
VOO:
3.03
OTCFX:
0.18
VOO:
12.71
OTCFX:
6.92%
VOO:
2.01%
OTCFX:
21.65%
VOO:
12.90%
OTCFX:
-65.12%
VOO:
-33.99%
OTCFX:
-27.60%
VOO:
-0.86%
Returns By Period
In the year-to-date period, OTCFX achieves a 2.38% return, which is significantly lower than VOO's 3.16% return. Over the past 10 years, OTCFX has underperformed VOO with an annualized return of 3.05%, while VOO has yielded a comparatively higher 13.80% annualized return.
OTCFX
2.38%
2.02%
-6.75%
-0.68%
2.02%
3.05%
VOO
3.16%
1.60%
12.30%
24.73%
14.88%
13.80%
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OTCFX vs. VOO - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OTCFX vs. VOO — Risk-Adjusted Performance Rank
OTCFX
VOO
OTCFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Stock Fund (OTCFX) 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
OTCFX vs. VOO - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 0.48%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 0.48% | 0.50% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.13% | 0.13% | 0.11% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OTCFX vs. VOO - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -65.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OTCFX and VOO. For additional features, visit the drawdowns tool.
Volatility
OTCFX vs. VOO - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.13% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.