FSANX vs. AOR
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and iShares Core Growth Allocation ETF (AOR).
FSANX is managed by Blackrock. It was launched on Oct 9, 2007. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. 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: FSANX or AOR.
Correlation
The correlation between FSANX and AOR is 0.90, 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
FSANX vs. AOR - Performance Comparison
Key characteristics
FSANX:
0.43
AOR:
0.74
FSANX:
0.70
AOR:
1.15
FSANX:
1.10
AOR:
1.16
FSANX:
0.43
AOR:
0.85
FSANX:
1.65
AOR:
3.80
FSANX:
3.09%
AOR:
2.19%
FSANX:
11.49%
AOR:
10.84%
FSANX:
-41.36%
AOR:
-24.44%
FSANX:
-3.76%
AOR:
-1.73%
Returns By Period
In the year-to-date period, FSANX achieves a 1.10% return, which is significantly lower than AOR's 1.82% return. Over the past 10 years, FSANX has underperformed AOR with an annualized return of 4.81%, while AOR has yielded a comparatively higher 6.11% annualized return.
FSANX
1.10%
4.12%
-2.23%
4.89%
6.92%
4.81%
AOR
1.82%
3.93%
0.04%
7.98%
8.05%
6.11%
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FSANX vs. AOR - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than AOR's 0.25% expense ratio.
Risk-Adjusted Performance
FSANX vs. AOR — Risk-Adjusted Performance Rank
FSANX
AOR
FSANX vs. AOR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and iShares Core Growth Allocation ETF (AOR). 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
FSANX vs. AOR - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 3.24%, more than AOR's 2.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 3.24% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 2.95% | 1.58% | 1.78% | 7.81% |
AOR iShares Core Growth Allocation ETF | 2.67% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% |
Drawdowns
FSANX vs. AOR - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.36%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for FSANX and AOR. For additional features, visit the drawdowns tool.
Volatility
FSANX vs. AOR - Volatility Comparison
Fidelity Asset Manager 60% Fund (FSANX) and iShares Core Growth Allocation ETF (AOR) have volatilities of 3.49% and 3.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.