FSANX vs. VWO
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Vanguard FTSE Emerging Markets ETF (VWO).
FSANX is managed by BlackRock. It was launched on Oct 9, 2007. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Performance
FSANX vs. VWO - Performance Comparison
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FSANX vs. VWO - 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% |
VWO Vanguard FTSE Emerging Markets ETF | 0.84% | 25.60% | 10.59% | 9.25% | -17.98% | 1.26% | 15.17% | 20.75% | -14.76% | 31.49% |
Returns By Period
In the year-to-date period, FSANX achieves a -0.59% return, which is significantly lower than VWO's 0.84% return. Both investments have delivered pretty close results over the past 10 years, with FSANX having a 7.95% annualized return and VWO not far behind at 7.66%.
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%
VWO
- 1D
- 0.30%
- 1M
- -5.29%
- YTD
- 0.84%
- 6M
- 1.39%
- 1Y
- 22.71%
- 3Y*
- 13.84%
- 5Y*
- 3.90%
- 10Y*
- 7.66%
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FSANX vs. VWO - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than VWO's 0.08% expense ratio.
Return for Risk
FSANX vs. VWO — Risk / Return Rank
FSANX
VWO
FSANX vs. VWO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Vanguard FTSE Emerging Markets ETF (VWO). 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 | VWO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.28 | +0.16 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.80 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.89 | +0.14 |
Martin ratioReturn relative to average drawdown | 8.73 | 7.18 | +1.55 |
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 | VWO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.28 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.23 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.40 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.25 | +0.26 |
Correlation
The correlation between FSANX and VWO is 0.80, 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. VWO - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 5.88%, more than VWO's 2.68% 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% |
VWO Vanguard FTSE Emerging Markets ETF | 2.68% | 2.79% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% |
Drawdowns
FSANX vs. VWO - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.49%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for FSANX and VWO.
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Drawdown Indicators
| FSANX | VWO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -67.68% | +26.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -12.23% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.39% | -32.80% | +10.41% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | -36.39% | +11.97% |
Current DrawdownCurrent decline from peak | -5.20% | -8.13% | +2.93% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -15.93% | +10.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 3.22% | -1.37% |
Volatility
FSANX vs. VWO - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 4.75%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 7.41%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSANX | VWO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 7.41% | -2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 7.15% | 12.26% | -5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.30% | 17.83% | -6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.73% | 17.21% | -6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.91% | 19.18% | -8.27% |