FASIX vs. AOM
FASIX (Fidelity Asset Manager 20% Fund) and AOM (iShares Core Moderate Allocation ETF) are both Diversified Portfolio funds. Over the past 10 years, FASIX returned 4.50%/yr vs 6.39%/yr for AOM. Their correlation of 0.85 suggests significant overlap in exposure. FASIX charges 0.51%/yr vs 0.25%/yr for AOM.
Performance
FASIX vs. AOM - Performance Comparison
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Returns By Period
In the year-to-date period, FASIX achieves a 4.62% return, which is significantly lower than AOM's 5.19% return. Over the past 10 years, FASIX has underperformed AOM with an annualized return of 4.50%, while AOM has yielded a comparatively higher 6.39% annualized return.
FASIX
- 1D
- 0.54%
- 1M
- 1.05%
- YTD
- 4.62%
- 6M
- 4.70%
- 1Y
- 11.09%
- 3Y*
- 7.80%
- 5Y*
- 3.65%
- 10Y*
- 4.50%
AOM
- 1D
- -0.18%
- 1M
- 0.97%
- YTD
- 5.19%
- 6M
- 5.24%
- 1Y
- 14.28%
- 3Y*
- 10.86%
- 5Y*
- 4.86%
- 10Y*
- 6.39%
FASIX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FASIX Fidelity Asset Manager 20% Fund | 4.62% | 9.58% | 5.34% | 8.00% | -10.20% | 4.04% | 8.62% | 10.64% | -1.63% | 6.60% |
AOM iShares Core Moderate Allocation ETF | 5.19% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Correlation
The correlation between FASIX and AOM 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 FASIX and AOM has been stable across timeframes, ranging from 0.85 to 0.94 - a consistent structural relationship.
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Return for Risk
FASIX vs. AOM — Risk / Return Rank
FASIX
AOM
FASIX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 20% Fund (FASIX) and iShares Core Moderate Allocation ETF (AOM). 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.
| FASIX | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.39 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 2.81 | +0.52 |
| Martin ratioReturn relative to average drawdown | 14.38 | 12.09 | +2.28 |
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Drawdowns
FASIX vs. AOM - Drawdown Comparison
The maximum FASIX drawdown since its inception was -19.61%, roughly equal to the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FASIX and AOM.
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Drawdown Indicators
| FASIX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.61% | -19.96% | +0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.35% | -5.11% | +1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -4.84% | -6.85% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -13.86% | -19.96% | +6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -13.86% | -19.96% | +6.10% |
Current DrawdownCurrent decline from peak | 0.00% | -0.28% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -1.78% | -2.69% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.18% | -0.41% |
Volatility
FASIX vs. AOM - Volatility Comparison
The current volatility for Fidelity Asset Manager 20% Fund (FASIX) is 1.93%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 2.66%. This indicates that FASIX experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FASIX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 2.66% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 3.76% | 5.68% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.44% | 6.90% | -2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.10% | 8.21% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 7.96% | -3.29% |
FASIX vs. AOM - Expense Ratio Comparison
FASIX has a 0.51% expense ratio, which is higher than AOM's 0.25% expense ratio.
Dividends
FASIX vs. AOM - Dividend Comparison
FASIX's dividend yield for the trailing twelve months is around 3.02%, more than AOM's 2.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 2.98% | 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 | 3.02% | 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, FASIX and AOM 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 (2.66%) compared to FASIX (1.93%). In terms of maximum drawdown, FASIX dropped -19.61% vs AOM's -19.96%.
FASIX currently has the higher Sharpe Ratio (2.51 vs 2.08), 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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