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.
Key characteristics
OTCFX | VOO | |
---|---|---|
YTD Return | 8.95% | 18.91% |
1Y Return | 21.89% | 28.20% |
3Y Return (Ann) | 0.00% | 9.93% |
5Y Return (Ann) | 8.66% | 15.31% |
10Y Return (Ann) | 10.02% | 12.87% |
Sharpe Ratio | 1.17 | 2.21 |
Daily Std Dev | 18.36% | 12.64% |
Max Drawdown | -56.37% | -33.99% |
Current Drawdown | -8.32% | -0.60% |
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
In the year-to-date period, OTCFX achieves a 8.95% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, OTCFX has underperformed VOO with an annualized return of 10.02%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 3.49%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Small-Cap Stock Fund | 3.49% | 3.80% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.43% | 1.89% | 10.93% | 7.18% | 4.87% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
OTCFX vs. VOO - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 5.07% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. 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.