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.
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.
Performance
FSANX vs. VOO - Performance Comparison
Key characteristics
FSANX:
0.43
VOO:
0.52
FSANX:
0.70
VOO:
0.89
FSANX:
1.10
VOO:
1.13
FSANX:
0.43
VOO:
0.57
FSANX:
1.65
VOO:
2.18
FSANX:
3.09%
VOO:
4.85%
FSANX:
11.49%
VOO:
19.11%
FSANX:
-41.36%
VOO:
-33.99%
FSANX:
-3.76%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FSANX achieves a 1.10% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, FSANX has underperformed VOO with an annualized return of 4.81%, while VOO has yielded a comparatively higher 12.42% annualized return.
FSANX
1.10%
4.12%
-2.23%
4.89%
6.92%
4.81%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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.
Dividends
FSANX vs. VOO - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 3.24%, more than VOO's 1.34% 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% |
VOO Vanguard S&P 500 ETF | 1.34% | 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. For additional features, visit the drawdowns tool.
Volatility
FSANX vs. VOO - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 3.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. 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.