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 0.93, 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:
1.25
AOR:
1.66
FSANX:
1.75
AOR:
2.33
FSANX:
1.22
AOR:
1.30
FSANX:
1.44
AOR:
3.04
FSANX:
5.76
AOR:
9.12
FSANX:
1.83%
AOR:
1.45%
FSANX:
8.44%
AOR:
7.98%
FSANX:
-41.36%
AOR:
-24.44%
FSANX:
-1.30%
AOR:
-0.10%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSANX having a 3.68% return and AOR slightly lower at 3.51%. Over the past 10 years, FSANX has underperformed AOR with an annualized return of 5.17%, while AOR has yielded a comparatively higher 6.40% annualized return.
FSANX
3.68%
1.39%
3.17%
10.84%
5.61%
5.17%
AOR
3.51%
1.71%
4.52%
13.37%
6.47%
6.40%
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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 2.04%, less than AOR's 2.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 2.04% | 2.12% | 1.93% | 2.27% | 1.35% | 1.07% | 1.61% | 1.59% | 1.18% | 1.38% | 1.78% | 7.81% |
AOR iShares Core Growth Allocation ETF | 2.57% | 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) has a higher volatility of 2.20% compared to iShares Core Growth Allocation ETF (AOR) at 1.85%. This indicates that FSANX's price experiences larger fluctuations and is considered to be riskier than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.