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.
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.
Performance
OTCFX vs. VOO - Performance Comparison
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Key characteristics
OTCFX:
0.30
VOO:
0.72
OTCFX:
0.68
VOO:
1.14
OTCFX:
1.09
VOO:
1.17
OTCFX:
0.34
VOO:
0.76
OTCFX:
1.06
VOO:
2.87
OTCFX:
7.56%
VOO:
4.94%
OTCFX:
21.82%
VOO:
19.55%
OTCFX:
-56.37%
VOO:
-33.99%
OTCFX:
-10.28%
VOO:
-2.99%
Returns By Period
In the year-to-date period, OTCFX achieves a -3.01% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, OTCFX has underperformed VOO with an annualized return of 8.94%, while VOO has yielded a comparatively higher 12.96% annualized return.
OTCFX
-3.01%
1.94%
-10.04%
6.46%
6.36%
8.83%
8.94%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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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.
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Dividends
OTCFX vs. VOO - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 16.49%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 16.49% | 16.00% | 3.81% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.43% | 1.89% | 10.93% | 7.18% |
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
OTCFX vs. VOO - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, 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.
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Volatility
OTCFX vs. VOO - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 5.76% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that OTCFX'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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