BITSX vs. FASGX
BITSX (iShares Total U.S. Stock Market Index Fund) and FASGX (Fidelity Asset Manager 70% Fund) are both mutual funds - BITSX is a Large Cap Blend Equities fund managed by BlackRock, while FASGX is a Diversified Portfolio fund managed by BlackRock. Over the past 10 years, BITSX returned 15.08%/yr vs 10.01%/yr for FASGX. Their correlation of 0.95 suggests significant overlap in exposure. BITSX charges 0.08%/yr vs 0.67%/yr for FASGX.
Performance
BITSX vs. FASGX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BITSX having a 11.72% return and FASGX slightly higher at 11.93%. Over the past 10 years, BITSX has outperformed FASGX with an annualized return of 15.08%, while FASGX has yielded a comparatively lower 10.01% annualized return.
BITSX
- 1D
- 0.23%
- 1M
- 5.68%
- YTD
- 11.72%
- 6M
- 11.59%
- 1Y
- 28.62%
- 3Y*
- 22.25%
- 5Y*
- 13.08%
- 10Y*
- 15.08%
FASGX
- 1D
- 0.51%
- 1M
- 4.40%
- YTD
- 11.93%
- 6M
- 12.90%
- 1Y
- 26.54%
- 3Y*
- 16.47%
- 5Y*
- 8.47%
- 10Y*
- 10.01%
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 | 11.72% | 17.10% | 23.79% | 25.97% | -19.10% | 25.50% | 20.76% | 31.06% | -5.42% | 20.99% |
FASGX Fidelity Asset Manager 70% Fund | 11.93% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Correlation
The correlation between BITSX and FASGX 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 | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.95 |
The correlation between BITSX and FASGX has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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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 | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.49 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 3.39 | -0.05 |
| Martin ratioReturn relative to average drawdown | 15.34 | 14.98 | +0.36 |
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 | 2.43 | 2.61 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.69 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.63 | +0.19 |
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 | -8.87% | -7.95% | -0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -19.29% | -12.80% | -6.49% |
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 | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -6.71% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.79% | +0.14% |
Volatility
BITSX vs. FASGX - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund (BITSX) is 2.94%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 3.30%. 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 | 2.94% | 3.30% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 8.39% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 10.34% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 12.27% | +5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 12.65% | +5.77% |
BITSX vs. FASGX - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Dividends
BITSX vs. FASGX - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.01%, less than FASGX's 6.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.01% | 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 | 6.55% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Frequently Asked Questions
With a correlation of 0.94, BITSX and FASGX 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.
FASGX has higher volatility (3.30%) compared to BITSX (2.94%). In terms of maximum drawdown, BITSX dropped -34.97% vs FASGX's -47.35%.
FASGX currently has the higher Sharpe Ratio (2.61 vs 2.43), 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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