FSANX vs. SPYG
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
FSANX is managed by BlackRock. It was launched on Oct 9, 2007. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Performance
FSANX vs. SPYG - Performance Comparison
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FSANX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | -2.58% | 16.61% | 9.48% | 14.81% | -16.25% | 11.85% | 16.15% | 20.64% | -6.60% | 15.04% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -8.12% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, FSANX achieves a -2.58% return, which is significantly higher than SPYG's -8.12% return. Over the past 10 years, FSANX has underperformed SPYG with an annualized return of 7.73%, while SPYG has yielded a comparatively higher 15.75% annualized return.
FSANX
- 1D
- -0.18%
- 1M
- -6.68%
- YTD
- -2.58%
- 6M
- 0.04%
- 1Y
- 13.90%
- 3Y*
- 10.57%
- 5Y*
- 5.55%
- 10Y*
- 7.73%
SPYG
- 1D
- 4.08%
- 1M
- -5.34%
- YTD
- -8.12%
- 6M
- -6.05%
- 1Y
- 22.51%
- 3Y*
- 21.85%
- 5Y*
- 12.24%
- 10Y*
- 15.75%
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FSANX vs. SPYG - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Return for Risk
FSANX vs. SPYG — Risk / Return Rank
FSANX
SPYG
FSANX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.
| FSANX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.01 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.58 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.66 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.03 | 6.54 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSANX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.01 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.58 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.31 | +0.18 |
Correlation
The correlation between FSANX and SPYG 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.
Dividends
FSANX vs. SPYG - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 6.00%, more than SPYG's 0.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 6.00% | 5.84% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 1.78% | 0.20% | 4.12% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
FSANX vs. SPYG - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.49%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for FSANX and SPYG.
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Drawdown Indicators
| FSANX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -67.63% | +26.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -13.76% | +5.80% |
Max Drawdown (5Y)Largest decline over 5 years | -22.39% | -32.67% | +10.28% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | -32.67% | +8.25% |
Current DrawdownCurrent decline from peak | -7.09% | -10.24% | +3.15% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -24.48% | +19.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 3.50% | -1.68% |
Volatility
FSANX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 4.13%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.20%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSANX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 7.20% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 12.83% | -5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 22.39% | -11.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 21.13% | -10.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.89% | 20.57% | -9.68% |