FSATX vs. WFSPX
Compare and contrast key facts about Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) and iShares S&P 500 Index Fund (WFSPX).
FSATX is managed by BlackRock. It was launched on Oct 9, 2007. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
FSATX vs. WFSPX - Performance Comparison
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FSATX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSATX Fidelity Advisor Asset Manager 60% Fund Class M | -2.67% | 15.89% | 8.90% | 14.20% | -16.71% | 11.24% | 15.43% | 19.93% | -7.11% | 15.06% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, FSATX achieves a -2.67% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, FSATX has underperformed WFSPX with an annualized return of 7.24%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
FSATX
- 1D
- -0.18%
- 1M
- -6.75%
- YTD
- -2.67%
- 6M
- -0.21%
- 1Y
- 13.32%
- 3Y*
- 9.96%
- 5Y*
- 4.97%
- 10Y*
- 7.24%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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FSATX vs. WFSPX - Expense Ratio Comparison
FSATX has a 1.25% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
FSATX vs. WFSPX — Risk / Return Rank
FSATX
WFSPX
FSATX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) and iShares S&P 500 Index Fund (WFSPX). 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.
| FSATX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.84 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.30 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.06 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.57 | 5.13 | +1.44 |
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
| FSATX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.84 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.13 | +0.32 |
Correlation
The correlation between FSATX and WFSPX 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.
Dividends
FSATX vs. WFSPX - Dividend Comparison
FSATX's dividend yield for the trailing twelve months is around 5.49%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSATX Fidelity Advisor Asset Manager 60% Fund Class M | 5.49% | 5.34% | 2.74% | 1.42% | 3.88% | 2.01% | 1.37% | 3.59% | 3.94% | 1.79% | 0.20% | 3.56% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
FSATX vs. WFSPX - Drawdown Comparison
The maximum FSATX drawdown since its inception was -41.95%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for FSATX and WFSPX.
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Drawdown Indicators
| FSATX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.95% | -58.21% | +16.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.99% | -12.11% | +4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.75% | -24.51% | +1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | -33.74% | +9.32% |
Current DrawdownCurrent decline from peak | -7.18% | -8.90% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -12.84% | +7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.49% | -0.64% |
Volatility
FSATX vs. WFSPX - Volatility Comparison
Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) and iShares S&P 500 Index Fund (WFSPX) have volatilities of 4.07% and 4.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSATX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 4.24% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 6.82% | 9.08% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.12% | 18.06% | -6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.68% | 16.84% | -6.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 17.98% | -7.11% |