iShares Core Aggressive Allocation ETF
AOA
Market cap $2.07B

78.26 USD

+0.15

0.19%

At close Oct 9, 4:00 PM EDT

1 day

0.19%

5 days

0.42%

1 month

3.48%

3 months

3.79%

6 months

7.32%

Year to date

14.11%

1 year

23.59%

5 years

44.87%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

25% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 101

4% more funds holding

Funds holding: 300 [Q1] → 312 (+12) [Q2]

2% more capital invested

Capital invested by funds: $420M [Q1] → $430M (+$10.2M) [Q2]

0.28% less ownership

Funds ownership: 30.79% [Q1] → 30.51% (-0.28%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for AOA.

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Financial journalist opinion

AOA: The One-Stop Shop ETF For Retirement

AOA iShares Core Aggressive Allocation ETF offers a balanced, low-cost, and globally diversified portfolio, ideal for a "set it and forget it" investment strategy. The ETF's 80/20 equity to fixed income split reduces volatility and drawdown, making it suitable for investors wary of market fluctuations. AOA's expense ratio of 0.15% is competitive, avoiding high fees associated with actively managed funds, enhancing long-term returns.

AOA: The One-Stop Shop ETF For Retirement

AOA: Higher Expense Ratio Than Average Of Parts

iShares Core Aggressive Allocation ETF (AOA) has a high expense ratio of 0.15%, but buying its components individually results in a much lower average expense ratio of 0.044%. The fixed income component of AOA, specifically iShares Core Total USD Bond Market ETF (IUSB), has a high duration of 5.8 years, making it sensitive to interest rate changes and inflation. AOA's equity component is driven by AI excitement.

AOA: Higher Expense Ratio Than Average Of Parts

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AOA: Passive Bond-Equity Allocations Are Questionable

iShares Core Aggressive Allocation ETF is a fund of funds implementing a 80/20 allocation model in global equities and bonds. The AOA ETF has an exposure to foreign securities of about 35%, which implies some currency risk. AOA has performed well compared to other multi-asset tactical ETFs, but strategies based on the negative correlation of stocks and bonds are questionable.

AOA: Passive Bond-Equity Allocations Are Questionable

AOA: The One-Stop Asset Allocation Play

iShares Core Aggressive Allocation ETF is a one-stop shop for balanced portfolio allocations with a diversified investment strategy. The AOA ETF tracks the S&P Target Risk Aggressive Index, appealing to investors with a higher risk tolerance. AOA offers broad market exposure, low expense ratio, and consistently outperforms its peers, making it a potentially rewarding investment option.

AOA: The One-Stop Asset Allocation Play

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