AOA

iShares Core Aggressive Allocation ETF

Fund-of-funds with ~80% equity / 20% fixed income allocation. One-fund aggressive portfolio using iShares core ETFs. Automatically rebalanced.

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EquityTER 0.15%Dist.

TER

0.15%

AUM

$1.8B

CAGR

11.0%

Volatility

13.2%

Sharpe

0.61

Max Drawdown

-22.4%

Data Range

2008-11 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%

Worst DD-22.4%

Worst date2022-09

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return9.4%

Best23.6%

Worst1.6%

% positive100%

174 periods

Key Facts

ISIN

US4642886075

Issuer

BlackRock

Benchmark

S&P Target Risk Aggressive Index

Total Expense Ratio (TER)

0.15%

Assets Under Management

$1.8B approx.

Inception Date

2008-11-04

Domicile

United States

Legal Structure

Open-Ended Fund

Dividend Policy

Distributing (pays dividends)

Replication Method

Physical (Full Replication)

UCITS Status

✗ Not UCITS

Fund Currency

USD

Primary Exchange

NYSE Arca

Number of Holdings

Top 10 Holdings

Top 10 represent 22.2% of the fund.

AAPLApple Inc.

4.50%

Technology

MSFTMicrosoft Corp.

4.20%

Technology

NVDANVIDIA Corp.

3.80%

Technology

AMZNAmazon.com

2.40%

Consumer Discretionary

METAMeta Platforms

1.60%

Communication Services

GOOGLAlphabet (A)

1.40%

Communication Services

GOOGAlphabet (C)

1.20%

Communication Services

BRK.BBerkshire Hathaway

1.10%

Financials

AVGOBroadcom Inc.

1.10%

Technology

JPMJPMorgan Chase

0.90%

Financials

Sector Breakdown

Technology

26%

Financials

14%

Healthcare

Consumer Discretionary

Government

Communication Services

Industrials

Consumer Staples

Source: Official issuer data · Last updated: 2026-05-12

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Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), BlackRock (metadata)Last verified: 2026-04-17

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💬 Frequently Asked Questions

Fund-of-funds with ~80% equity / 20% fixed income allocation. One-fund aggressive portfolio using iShares core ETFs. Automatically rebalanced.

AOA has a total expense ratio (TER) of 0.15%, which means you pay $15 per year for every $10,000 invested.

Yes, AOA is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.

AOA is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).

AOA uses full physical replication, meaning it holds all (or nearly all) securities in the S&P Target Risk Aggressive Index index directly.