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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSEQX or FOCKX.
Key characteristics
| VSEQX | FOCKX | |
|---|---|---|
| YTD Return | 23.34% | 18.92% |
| 1Y Return | 43.59% | 27.68% |
| 3Y Return (Ann) | 8.67% | 1.90% |
| 5Y Return (Ann) | 14.28% | 12.61% |
| 10Y Return (Ann) | 11.00% | 11.48% |
| Sharpe Ratio | 2.60 | 1.33 |
| Sortino Ratio | 3.61 | 1.69 |
| Omega Ratio | 1.46 | 1.27 |
| Calmar Ratio | 3.93 | 1.26 |
| Martin Ratio | 15.57 | 3.89 |
| Ulcer Index | 2.77% | 7.03% |
| Daily Std Dev | 16.59% | 20.53% |
| Max Drawdown | -63.55% | -53.34% |
| Current Drawdown | -0.94% | -9.43% |
Correlation
The correlation between VSEQX and FOCKX is 0.82, 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
VSEQX vs. FOCKX - Performance Comparison
In the year-to-date period, VSEQX achieves a 23.34% return, which is significantly higher than FOCKX's 18.92% return. Both investments have delivered pretty close results over the past 10 years, with VSEQX having a 11.00% annualized return and FOCKX not far ahead at 11.48%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
VSEQX vs. FOCKX - Risk-Adjusted Performance 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.
Dividends
VSEQX vs. FOCKX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 1.22%, more than FOCKX's 0.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.22% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
FOCKX Fidelity OTC Portfolio Class K | 0.08% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% | 13.66% |
Drawdowns
VSEQX vs. FOCKX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than FOCKX's maximum drawdown of -53.34%. Use the drawdown chart below to compare losses from any high point for VSEQX and FOCKX. For additional features, visit the drawdowns tool.
Volatility
VSEQX vs. FOCKX - Volatility Comparison
Vanguard Strategic Equity Fund (VSEQX) has a higher volatility of 5.41% compared to Fidelity OTC Portfolio Class K (FOCKX) at 5.00%. This indicates that VSEQX's price experiences larger fluctuations and is considered to be riskier than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.