Correlation
The correlation between FSANX and VOO 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.
FSANX vs. VOO
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Vanguard S&P 500 ETF (VOO).
FSANX is managed by Blackrock. It was launched on Oct 9, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSANX or VOO.
Performance
FSANX vs. VOO - Performance Comparison
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Key characteristics
FSANX:
0.82
VOO:
0.74
FSANX:
1.08
VOO:
1.04
FSANX:
1.15
VOO:
1.15
FSANX:
0.75
VOO:
0.68
FSANX:
3.16
VOO:
2.58
FSANX:
2.60%
VOO:
4.93%
FSANX:
11.47%
VOO:
19.54%
FSANX:
-41.36%
VOO:
-33.99%
FSANX:
-0.19%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FSANX achieves a 3.74% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, FSANX has underperformed VOO with an annualized return of 6.59%, while VOO has yielded a comparatively higher 12.81% annualized return.
FSANX
3.74%
3.54%
0.93%
9.31%
7.38%
7.88%
6.59%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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FSANX vs. VOO - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSANX vs. VOO — Risk-Adjusted Performance Rank
FSANX
VOO
FSANX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
FSANX vs. VOO - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 3.16%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 3.16% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 2.95% | 1.58% | 4.12% | 6.41% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSANX vs. VOO - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSANX and VOO.
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Volatility
FSANX vs. VOO - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 2.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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