Correlation
The correlation between FASIX and AOM is 0.74, 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.
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.
Performance
FASIX vs. AOM - Performance Comparison
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Key characteristics
FASIX:
1.38
AOM:
1.11
FASIX:
1.83
AOM:
1.54
FASIX:
1.24
AOM:
1.21
FASIX:
1.58
AOM:
1.34
FASIX:
5.74
AOM:
5.57
FASIX:
1.10%
AOM:
1.57%
FASIX:
4.90%
AOM:
8.36%
FASIX:
-17.48%
AOM:
-19.96%
FASIX:
0.00%
AOM:
0.00%
Returns By Period
In the year-to-date period, FASIX achieves a 2.50% return, which is significantly lower than AOM's 3.67% return. Over the past 10 years, FASIX has underperformed AOM with an annualized return of 3.52%, while AOM has yielded a comparatively higher 4.86% annualized return.
FASIX
2.50%
1.12%
0.89%
6.32%
4.12%
3.38%
3.52%
AOM
3.67%
2.24%
1.83%
8.68%
6.13%
5.16%
4.86%
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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.
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Dividends
FASIX vs. AOM - Dividend Comparison
FASIX's dividend yield for the trailing twelve months is around 3.30%, more than AOM's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASIX Fidelity Asset Manager 20% Fund | 3.30% | 3.34% | 3.17% | 4.55% | 1.63% | 2.16% | 3.02% | 4.11% | 3.59% | 2.18% | 3.95% | 4.70% |
AOM iShares Core Moderate Allocation ETF | 3.06% | 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.
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Volatility
FASIX vs. AOM - Volatility Comparison
The current volatility for Fidelity Asset Manager 20% Fund (FASIX) is 0.97%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 1.85%. 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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