iShares Core Aggressive Allocation ETF (AOA)
| Assets | $2.10B |
| Expense Ratio | 0.15% |
| PE Ratio | 19.44 |
| Shares Out | 27.10M |
| Dividend (ttm) | $1.65 |
| Dividend Yield | 2.11% |
| Ex-Dividend Date | Oct 2, 2024 |
| Payout Ratio | 41.09% |
| 1-Year Return | +18.20% |
| Volume | 119,118 |
| Open | 77.79 |
| Previous Close | 77.87 |
| Day's Range | 77.32 - 77.89 |
| 52-Week Low | 66.04 |
| 52-Week High | 79.33 |
| Beta | 0.79 |
| Holdings | 11 |
| Inception Date | Nov 4, 2008 |
About AOA
Fund Home PageThe iShares Core Aggressive Allocation ETF (AOA) is an exchange-traded fund that is based on the S&P Target Risk Aggressive index. The fund tracks a proprietary index that provides significant exposure to equities, and a small portion to fixed income securities with a goal of long-term capital appreciation. AOA was launched on Nov 4, 2008 and is issued by BlackRock.
Top 10 Holdings
100.01% of assets| Name | Symbol | Weight |
|---|---|---|
| iShares Core S&P 500 ETF | IVV | 46.03% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 21.48% |
| iShares Core Total USD Bond Market ETF | IUSB | 16.90% |
| iShares Core MSCI Emerging Markets ETF | IEMG | 8.34% |
| iShares Core International Aggregate Bond ETF | IAGG | 3.02% |
| iShares Core S&P Mid-Cap ETF | IJH | 2.79% |
| iShares Core S&P Small Cap ETF | IJR | 1.33% |
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 0.12% |
| CASH COLLATERAL USD SGAFT | n/a | 0.01% |
| E-mini S&P 500 Dec14 | n/a | 0.00% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Oct 2, 2024 | $0.267 | Oct 7, 2024 |
| Jul 2, 2024 | $0.547 | Jul 8, 2024 |
| Apr 2, 2024 | $0.205 | Apr 8, 2024 |
| Dec 22, 2023 | $0.627 | Dec 29, 2023 |
| Oct 3, 2023 | $0.225 | Oct 10, 2023 |
| Jul 5, 2023 | $0.499 | Jul 11, 2023 |
News
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 inco...
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 compone...
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 impl...
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 ...
AOA: A One-Stop Shop Retirement Tool
The iShares Core Aggressive Allocation ETF is a simple 80% equities/20% fixed income allocator that does its own rebalancing. The 60/40 portfolio's effectiveness has diminished since the bond market t...
AOA: Diversified But Not That Safe In A Rate Hike Environment
AOA is an ETF that is diversified not only across assets but across asset classes. Where it has bond exposures, it's too high duration, and there are legitimate concerns around IVV performance. Otherw...
iShares Core Aggressive Allocation ETF: Worth The Risk
The iShares Core Aggressive Allocation ETF targets an 80% Equity, 20% Fixed Income strategy using a set of iShares ETFs. This article reviews that strategy and reviews briefly each of the underlying E...
Monitoring Investment Trends With ETF Pairs: November 18, 2022
Risk-off sentiment continues to dominate global markets. The downside bias for medium-term Treasuries (IEF) relative to short-term Treasuries (SHY) certainly hasn't changed.
AOA Still Just Indexes The Broader Market, But Is A Peak Inflation Play
AOA is a pretty unhelpful ETF that costs more than the S&P-tracking IVV but is almost fully levered to it. Still, with some exposure to smaller-cap ETFs, it could be a more levered and indeed 'aggress...
AOA: Find A Better Way To Invest Aggressively
AOA has somehow amassed over $1 Billion in assets, despite being an inferior approach to "aggressive asset allocation." 60/40 portfolios are among our least-favorite investments on the planet, so it f...
AOA Isn't Much Of An 'Aggressive' ETF
AOA calls itself an aggressive ETF but it's actually less aggressive than the S&P Index. Costs are quite low at least, but still much higher than the SPY or other low risk developed market ETFs.
AOA Vs. EAOA: Comparing The Standard And ESG Versions Of These iShares ETFs
iShares has four sets of Standard and ESG ETFs which makes for a good test of using ESG criteria or not. Results so far are evenly split.
iShares Provides 4 Core Allocation ETFs: The Most Aggressive And Conservative Are Compared Here
Some investors like the convenience of one investment providing both equity and fixed income exposure. iShares provides four with different equity/fixed income allocations. Here I will explain how the...
