BITSX vs. FASGX
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and Fidelity Asset Manager 70% Fund (FASGX).
BITSX is managed by BlackRock. It was launched on Aug 13, 2015. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
BITSX vs. FASGX - Performance Comparison
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BITSX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | -6.70% | 17.10% | 23.79% | 25.97% | -19.10% | 25.50% | 20.76% | 31.06% | -5.42% | 20.99% |
FASGX Fidelity Asset Manager 70% Fund | -0.70% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, BITSX achieves a -6.70% return, which is significantly lower than FASGX's -0.70% return. Over the past 10 years, BITSX has outperformed FASGX with an annualized return of 13.26%, while FASGX has yielded a comparatively lower 8.96% annualized return.
BITSX
- 1D
- -0.45%
- 1M
- -7.83%
- YTD
- -6.70%
- 6M
- -4.80%
- 1Y
- 14.19%
- 3Y*
- 16.71%
- 5Y*
- 10.22%
- 10Y*
- 13.26%
FASGX
- 1D
- 2.36%
- 1M
- -4.75%
- YTD
- -0.70%
- 6M
- 1.92%
- 1Y
- 17.75%
- 3Y*
- 12.59%
- 5Y*
- 6.64%
- 10Y*
- 8.96%
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BITSX vs. FASGX - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
BITSX vs. FASGX — Risk / Return Rank
BITSX
FASGX
BITSX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) 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.
| BITSX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.41 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.29 | 2.01 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.00 | -0.96 |
Martin ratioReturn relative to average drawdown | 5.07 | 8.74 | -3.68 |
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
| BITSX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.41 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.55 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.71 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.60 | +0.12 |
Correlation
The correlation between BITSX and FASGX is 0.95, 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
BITSX vs. FASGX - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.18%, less than FASGX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.42% | 1.59% | 1.53% | 1.47% | 2.11% | 2.44% | 2.14% | 1.51% | 0.00% |
FASGX Fidelity Asset Manager 70% Fund | 7.39% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
BITSX vs. FASGX - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, smaller than the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for BITSX and FASGX.
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Drawdown Indicators
| BITSX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -47.35% | +12.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -9.07% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.00% | -23.54% | -1.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -27.20% | -7.77% |
Current DrawdownCurrent decline from peak | -8.87% | -5.77% | -3.10% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -6.74% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.07% | +0.48% |
Volatility
BITSX vs. FASGX - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund (BITSX) is 4.37%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 5.30%. This indicates that BITSX 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
| BITSX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.30% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 8.12% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 13.00% | +5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 12.18% | +5.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 12.58% | +5.80% |