FFANX vs. AOM
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and iShares Core Moderate Allocation ETF (AOM).
FFANX is managed by BlackRock. It was launched on Oct 9, 2007. 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.
Performance
FFANX vs. AOM - Performance Comparison
Loading graphics...
FFANX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | -0.14% | 13.16% | 7.40% | 11.52% | -13.62% | 8.03% | 13.10% | 15.81% | -4.06% | 11.25% |
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Returns By Period
In the year-to-date period, FFANX achieves a -0.14% return, which is significantly higher than AOM's -0.40% return. Over the past 10 years, FFANX has outperformed AOM with an annualized return of 6.28%, while AOM has yielded a comparatively lower 5.86% annualized return.
FFANX
- 1D
- 1.44%
- 1M
- -3.24%
- YTD
- -0.14%
- 6M
- 1.77%
- 1Y
- 12.13%
- 3Y*
- 9.01%
- 5Y*
- 4.47%
- 10Y*
- 6.28%
AOM
- 1D
- 0.36%
- 1M
- -2.76%
- YTD
- -0.40%
- 6M
- 1.26%
- 1Y
- 11.52%
- 3Y*
- 9.29%
- 5Y*
- 4.29%
- 10Y*
- 5.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFANX vs. AOM - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is higher than AOM's 0.25% expense ratio.
Return for Risk
FFANX vs. AOM — Risk / Return Rank
FFANX
AOM
FFANX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) 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.
| FFANX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.40 | +0.19 |
Sortino ratioReturn per unit of downside risk | 2.26 | 2.03 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.19 | +0.03 |
Martin ratioReturn relative to average drawdown | 9.23 | 8.80 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FFANX | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.40 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.53 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.67 | -0.03 |
Correlation
The correlation between FFANX and AOM is 0.89, 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
FFANX vs. AOM - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 3.97%, more than AOM's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 3.97% | 3.97% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 2.56% | 1.43% | 3.18% |
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
Drawdowns
FFANX vs. AOM - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.69%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FFANX and AOM.
Loading graphics...
Drawdown Indicators
| FFANX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -19.96% | -11.73% |
Max Drawdown (1Y)Largest decline over 1 year | -5.67% | -5.35% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -19.96% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -19.96% | +1.44% |
Current DrawdownCurrent decline from peak | -3.83% | -3.30% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -2.72% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.33% | +0.03% |
Volatility
FFANX vs. AOM - Volatility Comparison
Fidelity Asset Manager 40% Fund (FFANX) has a higher volatility of 3.47% compared to iShares Core Moderate Allocation ETF (AOM) at 3.26%. This indicates that FFANX's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FFANX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.26% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 5.08% | 4.89% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.91% | 8.24% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 8.09% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.64% | 7.90% | -0.26% |