FSANX vs. VEA
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Vanguard FTSE Developed Markets ETF (VEA).
FSANX is managed by BlackRock. It was launched on Oct 9, 2007. VEA is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed All Cap ex US Index. It was launched on Jul 20, 2007.
Performance
FSANX vs. VEA - Performance Comparison
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FSANX vs. VEA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | -0.59% | 16.61% | 9.48% | 14.81% | -16.25% | 11.85% | 16.15% | 20.64% | -6.60% | 15.04% |
VEA Vanguard FTSE Developed Markets ETF | 4.45% | 35.16% | 3.15% | 17.93% | -15.34% | 11.66% | 9.71% | 22.62% | -14.75% | 26.42% |
Returns By Period
In the year-to-date period, FSANX achieves a -0.59% return, which is significantly lower than VEA's 4.45% return. Over the past 10 years, FSANX has underperformed VEA with an annualized return of 7.95%, while VEA has yielded a comparatively higher 9.55% annualized return.
FSANX
- 1D
- 2.04%
- 1M
- -4.34%
- YTD
- -0.59%
- 6M
- 1.74%
- 1Y
- 15.71%
- 3Y*
- 11.32%
- 5Y*
- 5.77%
- 10Y*
- 7.95%
VEA
- 1D
- 1.65%
- 1M
- -5.45%
- YTD
- 4.45%
- 6M
- 9.91%
- 1Y
- 31.74%
- 3Y*
- 16.71%
- 5Y*
- 8.93%
- 10Y*
- 9.55%
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FSANX vs. VEA - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than VEA's 0.03% expense ratio.
Return for Risk
FSANX vs. VEA — Risk / Return Rank
FSANX
VEA
FSANX vs. VEA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Vanguard FTSE Developed Markets ETF (VEA). 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 | VEA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.81 | -0.36 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.46 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.36 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.77 | -0.74 |
Martin ratioReturn relative to average drawdown | 8.73 | 10.77 | -2.04 |
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 | VEA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.81 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.55 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.55 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.22 | +0.28 |
Correlation
The correlation between FSANX and VEA 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. VEA - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 5.88%, more than VEA's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 5.88% | 5.84% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 1.78% | 0.20% | 4.12% |
VEA Vanguard FTSE Developed Markets ETF | 2.88% | 3.22% | 3.35% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% |
Drawdowns
FSANX vs. VEA - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.49%, smaller than the maximum VEA drawdown of -60.68%. Use the drawdown chart below to compare losses from any high point for FSANX and VEA.
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Drawdown Indicators
| FSANX | VEA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -60.68% | +19.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -11.63% | +3.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.39% | -29.71% | +7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | -35.73% | +11.31% |
Current DrawdownCurrent decline from peak | -5.20% | -7.20% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -13.39% | +7.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.99% | -1.14% |
Volatility
FSANX vs. VEA - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 4.75%, while Vanguard FTSE Developed Markets ETF (VEA) has a volatility of 7.92%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSANX | VEA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 7.92% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.15% | 11.68% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.30% | 17.67% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.73% | 16.30% | -5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.91% | 17.26% | -6.35% |