BIIPX vs. FASGX
Compare and contrast key facts about iShares Short-Term TIPS Bond Index Fund (BIIPX) and Fidelity Asset Manager 70% Fund (FASGX).
BIIPX is managed by BlackRock. It was launched on Feb 15, 2016. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
BIIPX vs. FASGX - Performance Comparison
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BIIPX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIIPX iShares Short-Term TIPS Bond Index Fund | 0.73% | 6.05% | 4.75% | 3.25% | -4.12% | 5.19% | 4.89% | 4.83% | 0.58% | 0.88% |
FASGX Fidelity Asset Manager 70% Fund | -2.99% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 16.68% |
Returns By Period
In the year-to-date period, BIIPX achieves a 0.73% return, which is significantly higher than FASGX's -2.99% return.
BIIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.05%
- 1Y
- 3.65%
- 3Y*
- 4.19%
- 5Y*
- 2.88%
- 10Y*
- —
FASGX
- 1D
- -0.24%
- 1M
- -7.42%
- YTD
- -2.99%
- 6M
- -0.12%
- 1Y
- 15.54%
- 3Y*
- 11.72%
- 5Y*
- 6.38%
- 10Y*
- 8.70%
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BIIPX vs. FASGX - Expense Ratio Comparison
BIIPX has a 0.08% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
BIIPX vs. FASGX — Risk / Return Rank
BIIPX
FASGX
BIIPX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term TIPS Bond Index Fund (BIIPX) and Fidelity Asset Manager 70% Fund (FASGX). 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.
| BIIPX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 1.21 | +0.60 |
Sortino ratioReturn per unit of downside risk | 3.21 | 1.73 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.26 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 4.25 | 1.55 | +2.70 |
Martin ratioReturn relative to average drawdown | 11.88 | 6.89 | +4.99 |
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
| BIIPX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 1.21 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.53 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.60 | +0.50 |
Correlation
The correlation between BIIPX and FASGX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIIPX vs. FASGX - Dividend Comparison
BIIPX's dividend yield for the trailing twelve months is around 3.57%, less than FASGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIIPX iShares Short-Term TIPS Bond Index Fund | 3.57% | 4.64% | 4.30% | 2.65% | 4.56% | 4.39% | 1.58% | 2.27% | 2.74% | 1.89% | 0.00% | 0.00% |
FASGX Fidelity Asset Manager 70% Fund | 7.56% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
BIIPX vs. FASGX - Drawdown Comparison
The maximum BIIPX drawdown since its inception was -6.46%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for BIIPX and FASGX.
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Drawdown Indicators
| BIIPX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.46% | -47.35% | +40.89% |
Max Drawdown (1Y)Largest decline over 1 year | -1.12% | -9.07% | +7.95% |
Max Drawdown (5Y)Largest decline over 5 years | -6.46% | -23.54% | +17.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.20% | — |
Current DrawdownCurrent decline from peak | -0.51% | -7.95% | +7.44% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -6.74% | +5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 2.04% | -1.64% |
Volatility
BIIPX vs. FASGX - Volatility Comparison
The current volatility for iShares Short-Term TIPS Bond Index Fund (BIIPX) is 0.57%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 4.57%. This indicates that BIIPX experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIIPX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.57% | 4.57% | -4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.28% | 7.78% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.53% | 12.82% | -10.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 12.14% | -9.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.63% | 12.56% | -9.93% |