AOM vs. FASIX
AOM (iShares Core Moderate Allocation ETF) and FASIX (Fidelity Asset Manager 20% Fund) are both Diversified Portfolio funds. Over the past 10 years, AOM returned 6.31%/yr vs 4.52%/yr for FASIX. Their correlation of 0.85 suggests significant overlap in exposure. AOM charges 0.25%/yr vs 0.51%/yr for FASIX.
Performance
AOM vs. FASIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with AOM having a 4.39% return and FASIX slightly higher at 4.48%. Over the past 10 years, AOM has outperformed FASIX with an annualized return of 6.31%, while FASIX has yielded a comparatively lower 4.52% annualized return.
AOM
- 1D
- -0.76%
- 1M
- 0.20%
- YTD
- 4.39%
- 6M
- 4.21%
- 1Y
- 12.96%
- 3Y*
- 10.58%
- 5Y*
- 4.63%
- 10Y*
- 6.31%
FASIX
- 1D
- -0.13%
- 1M
- 0.91%
- YTD
- 4.48%
- 6M
- 4.49%
- 1Y
- 10.62%
- 3Y*
- 7.91%
- 5Y*
- 3.57%
- 10Y*
- 4.52%
AOM vs. FASIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.39% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
FASIX Fidelity Asset Manager 20% Fund | 4.48% | 9.58% | 5.34% | 8.00% | -10.20% | 4.04% | 8.62% | 10.64% | -1.63% | 6.60% |
Correlation
The correlation between AOM and FASIX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2008 | 0.85 |
The correlation between AOM and FASIX has been stable across timeframes, ranging from 0.85 to 0.94 - a consistent structural relationship.
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Return for Risk
AOM vs. FASIX — Risk / Return Rank
AOM
FASIX
AOM vs. FASIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Fidelity Asset Manager 20% Fund (FASIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOM | FASIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.50 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 3.28 | -0.73 |
| Martin ratioReturn relative to average drawdown | 10.96 | 14.18 | -3.23 |
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Drawdowns
AOM vs. FASIX - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, roughly equal to the maximum FASIX drawdown of -19.61%. Use the drawdown chart below to compare losses from any high point for AOM and FASIX.
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Drawdown Indicators
| AOM | FASIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -19.61% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -3.35% | -1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -6.85% | -4.84% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -13.86% | -6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | -13.86% | -6.10% |
Current DrawdownCurrent decline from peak | -1.04% | -0.13% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -1.78% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.77% | +0.42% |
Volatility
AOM vs. FASIX - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 2.78% compared to Fidelity Asset Manager 20% Fund (FASIX) at 1.86%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than FASIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | FASIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 1.86% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | 3.75% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.94% | 4.45% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.21% | 5.10% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.94% | 4.67% | +3.27% |
AOM vs. FASIX - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than FASIX's 0.51% expense ratio.
Dividends
AOM vs. FASIX - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.00%, which matches FASIX's 3.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.00% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
FASIX Fidelity Asset Manager 20% Fund | 3.03% | 3.21% | 3.34% | 3.17% | 4.55% | 1.63% | 2.16% | 3.02% | 4.11% | 3.23% | 1.85% | 3.95% |
Frequently Asked Questions
With a correlation of 0.94, AOM and FASIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AOM has higher volatility (2.78%) compared to FASIX (1.86%). In terms of maximum drawdown, AOM dropped -19.96% vs FASIX's -19.61%.
FASIX currently has the higher Sharpe Ratio (2.47 vs 1.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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