(AOA) Core Aggressive Allocation - NYSE

ETF Category: Global Moderately Aggressive Allocation | Exchange: NYSE (USA) | Market Cap: 3.159m USD | Total Return: 18.5% in 12m

Domestic Equities, International Equities, Emerging Markets, Fixed Income
Total Rating 54
Safety 53
Buy Signal -0.15
Global Moderately Aggressive Allocation
Category Rotation: -8.8
TER: 0.15%
AUM: 3.16B
Avg Turnover: 10.4M
Risk 3d forecast
Volatility13.8%
VaR 5th Pctl2.55%
VaR vs Median2.55%
Reward TTM
Sharpe Ratio1.28
Rel. Str. IBD49.1
Rel. Str. Peer Group-
Character TTM
Beta0.733
Beta Downside0.700
Hurst Exponent0.449
Drawdowns 3y
Max DD12.94%
CAGR/Max DD1.25
CAGR/Mean DD9.72

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: AOA Core Aggressive Allocation

The iShares Core Aggressive Allocation ETF (AOA) is a fund of funds that pursues its investment objective by investing primarily in other underlying funds, each of which tracks its own respective index. The fund commits at least 80% of its assets to the component securities of its underlying index, which is based on S&P Dow Jones Indices LLCs proprietary allocation model. Launched in November 2008 and structured as a moderately aggressive global allocation ETF, AOA offers investors diversified exposure by holding shares of multiple underlying index funds rather than individual securities.

As an allocation-focused ETF, AOA follows a fund-of-funds business model commonly used in target-risk and asset-allocation products, typically gaining its equity and fixed-income exposure through affiliated iShares funds managed by BlackRock. The aggressive classification generally indicates a higher weighting toward equity-oriented underlying funds relative to more conservative allocation ETFs in the same family, though the specific mix is dictated by the S&P Dow Jones allocation methodology rather than active manager discretion.

Headlines to Watch Out For
  • Equity market rally boosts aggressive allocation ETF assets
  • Investor risk appetite shifts toward higher equity weighting
  • Underlying fund rebalancing adjusts equity and fixed income mix
What is the price of AOA shares?

As of June 29, 2026, the stock is trading at USD 96.55 with a total of 98,504 shares traded. Over the past week, the price has changed by -1.70%, over one month by -1.45%, over three months by +12.37% and over the past year by +18.46%.

Current recommended Stop Loss: 94.30 (which is 2.3% or 2.1 ATR below the current price).

Is AOA a buy, sell or hold?

Core Aggressive Allocation has no consensus analysts rating.