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:
-0.09
VOO:
2.22
OTCFX:
0.03
VOO:
2.95
OTCFX:
1.01
VOO:
1.42
OTCFX:
-0.06
VOO:
3.27
OTCFX:
-0.40
VOO:
14.57
OTCFX:
4.68%
VOO:
1.90%
OTCFX:
21.86%
VOO:
12.47%
OTCFX:
-62.09%
VOO:
-33.99%
OTCFX:
-28.83%
VOO:
-1.77%
Returns By Period
In the year-to-date period, OTCFX achieves a -2.07% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, OTCFX has underperformed VOO with an annualized return of 2.50%, while VOO has yielded a comparatively higher 13.12% annualized return.
OTCFX
-2.07%
-17.82%
-2.04%
-1.88%
1.66%
2.50%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 0.00% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.13% | 0.13% | 0.11% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 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 -62.09%, 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 15.56% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. 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.