AOA ETF Analysis: Core Aggressive Allocation | NYSE

Global Moderately Aggressive Allocation | NYSE, USA | Market Cap: 3.154m USD | 12M Return: 16.6% | Charts, Fundamentals & Technical Analysis

Domestic Equities, International Equities, Emerging Markets, Fixed Income
Total Rating 51
Safety 54
Buy Signal -0.16
Global Moderately Aggressive Allocation
Category Rotation: -2.0
TER: 0.15%
AUM: 3.15B
Avg Turnover: 9.51M
Risk 3d forecast
Volatility11.2%
VaR 5th Pctl2.06%
VaR vs Median2.80%
Reward TTM
Sharpe Ratio1.00
Rel. Str. IBD45.9
Rel. Str. Peer Group-
Character TTM
Beta0.728
Beta Downside0.698
Hurst Exponent0.481
Drawdowns 3y
Max DD12.94%
CAGR/Max DD1.17
CAGR/Mean DD8.96

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.8% 14
Feb -1.6% 29
Mar -0.2% 0
Apr +0.3% 11
May +0.2% 2
Jun -0.8% 14
Jul +0.8% 21
Aug -0.3% 6
Sep -0.6% 22
Oct -0.3% 8
Nov +1.2% 21
Dec -0.3% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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 July 28, 2026, the stock is trading at USD 95.99 with a total of 99,909 shares traded. Over the past week, the price has changed by +0.10%, over one month by -0.70%, over three months by +2.54% and over the past year by +16.58%.

Current recommended Stop Loss: 94.70 (which is 1.3% or 1.4 ATR below the current price).

Is AOA a buy, sell or hold?

Core Aggressive Allocation has no consensus analysts rating.