iShares Core Aggressive Allocation ETF (AOA)
ARCA ARCA Primary 
CXA 
AOA: The 'Aggressive' Duration Is The Problem
AOA: The 'Aggressive' Duration Is The Problem
Staying Invested, Diversified and Ahead With ETFs
With AI-driven fears rising and uncertainties remaining high, diversification matters more than ever. Staying diversified with ETFs may be the smartest long-term move.
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.
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.
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.
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: 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: 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: 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.
