FFTWX vs. AOM
Compare and contrast key facts about Fidelity Freedom 2025 Fund (FFTWX) and iShares Core Moderate Allocation ETF (AOM).
FFTWX is managed by Fidelity. It was launched on Nov 6, 2003. 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: FFTWX or AOM.
Key characteristics
| FFTWX | AOM | |
|---|---|---|
| YTD Return | 11.03% | 9.42% |
| 1Y Return | 20.34% | 17.49% |
| 3Y Return (Ann) | 1.38% | 1.70% |
| 5Y Return (Ann) | 6.65% | 4.80% |
| 10Y Return (Ann) | 6.73% | 4.84% |
| Sharpe Ratio | 2.67 | 2.82 |
| Sortino Ratio | 3.95 | 4.20 |
| Omega Ratio | 1.50 | 1.54 |
| Calmar Ratio | 1.55 | 1.64 |
| Martin Ratio | 16.70 | 18.27 |
| Ulcer Index | 1.26% | 0.99% |
| Daily Std Dev | 7.92% | 6.42% |
| Max Drawdown | -44.91% | -19.96% |
| Current Drawdown | -0.69% | -0.69% |
Correlation
The correlation between FFTWX and AOM is 0.87, 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
FFTWX vs. AOM - Performance Comparison
In the year-to-date period, FFTWX achieves a 11.03% return, which is significantly higher than AOM's 9.42% return. Over the past 10 years, FFTWX has outperformed AOM with an annualized return of 6.73%, while AOM has yielded a comparatively lower 4.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFTWX vs. AOM - Expense Ratio Comparison
FFTWX has a 0.62% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
FFTWX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund (FFTWX) 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
FFTWX vs. AOM - Dividend Comparison
FFTWX's dividend yield for the trailing twelve months is around 1.98%, less than AOM's 2.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTWX Fidelity Freedom 2025 Fund | 1.98% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
AOM iShares Core Moderate Allocation ETF | 2.84% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
Drawdowns
FFTWX vs. AOM - Drawdown Comparison
The maximum FFTWX drawdown since its inception was -44.91%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FFTWX and AOM. For additional features, visit the drawdowns tool.
Volatility
FFTWX vs. AOM - Volatility Comparison
Fidelity Freedom 2025 Fund (FFTWX) has a higher volatility of 2.06% compared to iShares Core Moderate Allocation ETF (AOM) at 1.66%. This indicates that FFTWX'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.