AOR vs. FSANX
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and Fidelity Asset Manager 60% Fund (FSANX).
AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008. FSANX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
AOR vs. FSANX - Performance Comparison
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AOR vs. FSANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
FSANX Fidelity Asset Manager 60% Fund | -2.58% | 16.61% | 9.48% | 14.81% | -16.25% | 11.85% | 16.15% | 20.64% | -6.60% | 15.04% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly higher than FSANX's -2.58% return. Both investments have delivered pretty close results over the past 10 years, with AOR having a 7.74% annualized return and FSANX not far behind at 7.73%.
AOR
- 1D
- 1.95%
- 1M
- -4.47%
- YTD
- -1.02%
- 6M
- 1.40%
- 1Y
- 14.76%
- 3Y*
- 11.65%
- 5Y*
- 5.99%
- 10Y*
- 7.74%
FSANX
- 1D
- -0.18%
- 1M
- -6.68%
- YTD
- -2.58%
- 6M
- 0.04%
- 1Y
- 13.90%
- 3Y*
- 10.57%
- 5Y*
- 5.55%
- 10Y*
- 7.73%
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AOR vs. FSANX - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than FSANX's 0.68% expense ratio.
Return for Risk
AOR vs. FSANX — Risk / Return Rank
AOR
FSANX
AOR vs. FSANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and Fidelity Asset Manager 60% Fund (FSANX). 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.
| AOR | FSANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.25 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.77 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.61 | +0.36 |
Martin ratioReturn relative to average drawdown | 8.58 | 7.03 | +1.56 |
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
| AOR | FSANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.25 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.52 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.50 | +0.16 |
Correlation
The correlation between AOR and FSANX is 0.94, 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
AOR vs. FSANX - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, less than FSANX's 6.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | 2.57% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
FSANX Fidelity Asset Manager 60% Fund | 6.00% | 5.84% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 1.78% | 0.20% | 4.12% |
Drawdowns
AOR vs. FSANX - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum FSANX drawdown of -41.49%. Use the drawdown chart below to compare losses from any high point for AOR and FSANX.
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Drawdown Indicators
| AOR | FSANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -41.49% | +17.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -7.96% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -22.39% | +0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | -24.42% | +1.47% |
Current DrawdownCurrent decline from peak | -4.82% | -7.09% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -5.48% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.82% | -0.07% |
Volatility
AOR vs. FSANX - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) has a higher volatility of 4.35% compared to Fidelity Asset Manager 60% Fund (FSANX) at 4.13%. This indicates that AOR's price experiences larger fluctuations and is considered to be riskier than FSANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | FSANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 4.13% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 6.87% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 11.14% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 10.69% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 10.89% | -0.25% |