iShares Core 80/20 Aggressive Allocation ETF

AOA

Market cap $2.59B

Overview Fund Activity

87.72 USD

+0.17

0.19%

At close Updated Sep 18, 12:04 PM EDT

1 day

0.19%

5 days

0.42%

1 month

2.76%

3 months

8.32%

6 months

13.7%

Year to date

14.89%

1 year

13.76%

5 years

50.9%

10 years

97.48%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

70% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 99

50% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 6 (+2) [Q2]

18% more capital invested

Capital invested by funds: $487M [Q1] → $576M (+$89.2M) [Q2]

2% more funds holding

Funds holding: 342 [Q1] → 350 (+8) [Q2]

0.61% more ownership

Funds ownership: 30.48% [Q1] → 31.09% (+0.61%) [Q2]

See Fund Rankings

Financial journalist opinion

AOA: Mind The Equities Valuation (Rating Downgrade)

AOA has delivered strong returns since our initial 'Buy', but current equity valuations are stretched, prompting a downgrade to 'Hold'. The ETF's 80/20 equity-bond allocation offers aggressive growth, but exposes investors to deeper drawdowns during market downturns. Investors can efficiently reduce risk by reallocating to more conservative iShares funds like AOM or AOK, which have higher bond exposure.

AOA: Mind The Equities Valuation (Rating Downgrade)

Zacks Investment Research

Multi-Asset ETF (AOA) Hits New 52-Week High

For investors seeking momentum, iShares Core 80/20 Aggressive Allocation ETF AOA is probably on the radar. The fund just hit a 52-week high and is up 17.65% from its 52-week low price of $68.45/share.

Multi-Asset ETF (AOA) Hits New 52-Week High

Zacks Investment Research

Should You Invest in Multi-Asset ETFs Now?

Volatile markets revive interest in multi-asset ETFs like AOR, AOA, AOM, AOK and MDIV for balanced growth, income and diversification.

Should You Invest in Multi-Asset ETFs Now?

AOA: Be Strategic, Consider Trimming

The S&P 500 is down 19% from its peak, and long-term bonds are 5% below recent highs, causing investor concern. iShares Core 80/20 Aggressive Allocation ETF has 80% in stocks and 20% in bonds, making it suitable for long-term growth with some diversification. Consider trimming AOA due to high stock exposure and potential for significant drawdowns; a dynamic de-risking strategy based on price action and volatility is recommended.

AOA: Be Strategic, Consider Trimming

AOA: An All-In-One Value-Driven ETF

Balanced exchange-traded funds (ETFs) allow investors exposure to equities and fixed-income instruments, providing increased market leverage and buoyancy. The iShares Core Aggressive Allocation ETF applies the traditional 80/split, with the majority of holdings weighted towards U.S. equities, International equities, U.S. bonds, cash, and derivatives. A multi-market approach ensures that investors have exposure to a variety of instruments, which spreads risks more effectively and reduces the burden on returns.

AOA: An All-In-One Value-Driven ETF

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

Zacks Investment Research

5 Defensive Investment ETF Strategies for Your Portfolio

Market volatility roared back in recent weeks on growing inflation worries, the uncertain timing of Fed rate cuts and escalating geopolitical tension in the Middle East. The combination of these factors has made investors jittery, compelling them to revisit their portfolios.

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: 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.

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