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AOA
+2.20 · +2.47%
$91.22 · NYSE ARCA

iShares Core Aggressive Allocation ETF (AOA) ETF Analysis | Global Moderately Aggressive Allocation

iShares · United States
AUM:$3.0B
#– of – in Global Moderately Aggressive Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is AOA?

The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AOA delivered 25.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$3.0B
Expense Ratio0.15%
Dividend Yield2.21%
Holdings8
Inception DateNov 2008
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.07
CategoryGlobal Moderately Aggressive Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.5%
1Y
+17.0%
3Y
+59.5%
5Y
+52.4%
OpenBook InsightIf you had invested £10,000 in AOA 5 years ago, it would have grown to £15,242 — a gain of £5,242.

Annual Returns

Calendar year performance

AOA delivered positive returns in 4 of the last 5 calendar years.
YearAOA
2026 YTD+10.4%
2025+20.0%
2024+14.3%
2023+18.0%
2022-16.5%
CAGR 4yr+7.8%
4/5 positive yearsAvg return: +9.2%Worst year: -16.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.8%
Low
Momentum
+3.4%
30-day change
Support Level
97.60
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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