FASIX vs. AOM
Compare and contrast key facts about Fidelity Asset Manager 20% Fund (FASIX) and iShares Core Moderate Allocation ETF (AOM).
FASIX is managed by Blackrock. It was launched on Oct 1, 1992. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FASIX or AOM.
Correlation
The correlation between FASIX and AOM is 0.83, 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.
Performance
FASIX vs. AOM - Performance Comparison
Key characteristics
FASIX:
1.09
AOM:
0.88
FASIX:
1.57
AOM:
1.30
FASIX:
1.20
AOM:
1.18
FASIX:
0.87
AOM:
1.10
FASIX:
5.00
AOM:
4.84
FASIX:
1.08%
AOM:
1.49%
FASIX:
4.94%
AOM:
8.23%
FASIX:
-17.48%
AOM:
-19.96%
FASIX:
-2.52%
AOM:
-3.55%
Returns By Period
In the year-to-date period, FASIX achieves a -0.34% return, which is significantly higher than AOM's -0.73% return. Over the past 10 years, FASIX has underperformed AOM with an annualized return of 2.08%, while AOM has yielded a comparatively higher 4.35% annualized return.
FASIX
-0.34%
-1.88%
-1.54%
5.39%
2.69%
2.08%
AOM
-0.73%
-2.39%
-2.38%
7.35%
4.98%
4.35%
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FASIX vs. AOM - Expense Ratio Comparison
FASIX has a 0.51% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
FASIX vs. AOM — Risk-Adjusted Performance Rank
FASIX
AOM
FASIX vs. AOM - Risk-Adjusted Performance 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.
Dividends
FASIX vs. AOM - Dividend Comparison
FASIX's dividend yield for the trailing twelve months is around 3.35%, more than AOM's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASIX Fidelity Asset Manager 20% Fund | 3.35% | 3.28% | 3.17% | 2.52% | 1.40% | 1.35% | 2.09% | 2.19% | 1.56% | 1.68% | 1.83% | 4.98% |
AOM iShares Core Moderate Allocation ETF | 3.20% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
Drawdowns
FASIX vs. AOM - Drawdown Comparison
The maximum FASIX drawdown since its inception was -17.48%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FASIX and AOM. For additional features, visit the drawdowns tool.
Volatility
FASIX vs. AOM - Volatility Comparison
The current volatility for Fidelity Asset Manager 20% Fund (FASIX) is 2.67%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 5.38%. 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.