VSEQX vs. FOCKX
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Fidelity OTC Portfolio Class K (FOCKX).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995. FOCKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
VSEQX vs. FOCKX - Performance Comparison
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VSEQX vs. FOCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.73% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
FOCKX Fidelity OTC Portfolio Class K | -3.72% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
Returns By Period
In the year-to-date period, VSEQX achieves a 1.73% return, which is significantly higher than FOCKX's -3.72% return. Over the past 10 years, VSEQX has underperformed FOCKX with an annualized return of 11.81%, while FOCKX has yielded a comparatively higher 19.82% annualized return.
VSEQX
- 1D
- 2.86%
- 1M
- -4.48%
- YTD
- 1.73%
- 6M
- 4.20%
- 1Y
- 24.89%
- 3Y*
- 16.51%
- 5Y*
- 10.14%
- 10Y*
- 11.81%
FOCKX
- 1D
- 4.38%
- 1M
- -5.05%
- YTD
- -3.72%
- 6M
- 1.15%
- 1Y
- 31.57%
- 3Y*
- 26.58%
- 5Y*
- 13.47%
- 10Y*
- 19.82%
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VSEQX vs. FOCKX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than FOCKX's 0.73% expense ratio.
Return for Risk
VSEQX vs. FOCKX — Risk / Return Rank
VSEQX
FOCKX
VSEQX vs. FOCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Fidelity OTC Portfolio Class K (FOCKX). 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.
| VSEQX | FOCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.42 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.06 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.31 | -0.52 |
Martin ratioReturn relative to average drawdown | 8.54 | 9.51 | -0.97 |
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
| VSEQX | FOCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.42 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.60 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.07 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.07 | +0.41 |
Correlation
The correlation between VSEQX and FOCKX is 0.81, 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
VSEQX vs. FOCKX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 10.97%, more than FOCKX's 7.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 10.97% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
FOCKX Fidelity OTC Portfolio Class K | 7.85% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
Drawdowns
VSEQX vs. FOCKX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, smaller than the maximum FOCKX drawdown of -90.14%. Use the drawdown chart below to compare losses from any high point for VSEQX and FOCKX.
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Drawdown Indicators
| VSEQX | FOCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -90.14% | +26.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -12.55% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -36.97% | +12.24% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -90.14% | +46.06% |
Current DrawdownCurrent decline from peak | -4.96% | -7.39% | +2.43% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -8.47% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.05% | -0.05% |
Volatility
VSEQX vs. FOCKX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 6.00%, while Fidelity OTC Portfolio Class K (FOCKX) has a volatility of 8.11%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSEQX | FOCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 8.11% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 14.21% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 23.13% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 22.62% | -2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 288.90% | -267.48% |