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Upturn AI SWOT - About
iShares Core Aggressive Allocation ETF (AOA)
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Upturn Advisory Summary
08/14/2025: AOA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 23.73% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 68.45 - 83.29 | Updated Date 06/29/2025 |
52 Weeks Range 68.45 - 83.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core Aggressive Allocation ETF
ETF Overview
Overview
The iShares Core Aggressive Allocation ETF (AOA) seeks to provide long-term capital appreciation by investing in a portfolio of other iShares ETFs, providing broad exposure to U.S. and international stocks and bonds with an aggressive allocation strategy favoring equities.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager, known for its large ETF offerings and index-tracking expertise.
Management Expertise
BlackRock has a highly experienced management team with significant expertise in asset allocation and ETF management.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: AOA is a fund-of-funds ETF, meaning it invests in other iShares ETFs to achieve its target asset allocation. It adjusts the allocation amongst the underlying ETFs based on an aggressive strategy.
Composition The ETF primarily holds a mix of U.S. and international equity ETFs, as well as bond ETFs. The allocation is heavily weighted towards equity.
Market Position
Market Share: AOA's market share within the asset allocation ETF category is moderate, with significant competition from other similar products.
Total Net Assets (AUM): 1610000000
Competitors
Key Competitors
- Vanguard Total World Stock ETF (VT)
- Vanguard Total Bond Market ETF (BND)
- Schwab Asset Allocation ETF (SWAN)
Competitive Landscape
The asset allocation ETF market is competitive, with several large players offering similar products. AOA benefits from BlackRock's brand recognition and wide ETF lineup but faces competition from Vanguard and Schwab who are known for low fees. Advantages of AOA include its simplicity and diversification while disadvantages include fund-of-funds expense ratio.
Financial Performance
Historical Performance: Historical performance is dependent on the performance of the underlying ETFs and the asset allocation strategy. Data needs to be inserted here from past periods.
Benchmark Comparison: Performance should be compared against a benchmark representing a similar aggressive asset allocation strategy.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
AOA's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for AOA is typically relatively tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and global political events can significantly impact AOA's performance due to its exposure to both stocks and bonds.
Growth Trajectory
AOA's growth trajectory is tied to the overall growth of the ETF market and investor demand for diversified asset allocation strategies. Changes in its strategy and holdings would reflect BlackRock's outlook on the market.
Moat and Competitive Advantages
Competitive Edge
AOA's competitive edge lies in its simplicity and diversification, offering investors a convenient way to access a globally diversified portfolio with a single ETF. BlackRock's strong brand and extensive ETF lineup also provide an advantage. However, fund-of-funds structure adds a layer of expense, potentially reducing returns. The aggressive allocation targets long-term growth, but this also increases risk during market downturns.
Risk Analysis
Volatility
AOA is expected to have a higher volatility than a balanced allocation ETF due to its greater exposure to equities.
Market Risk
AOA is subject to market risk, including the risk of declines in the value of its underlying investments due to economic downturns, geopolitical events, and other factors.
Investor Profile
Ideal Investor Profile
AOA is suited for long-term investors with a high-risk tolerance who are seeking capital appreciation and are comfortable with market fluctuations.
Market Risk
AOA is best for long-term investors or those seeking a passive index following approach with an aggressive asset allocation strategy.
Summary
The iShares Core Aggressive Allocation ETF (AOA) provides a diversified portfolio through its fund-of-funds structure, offering broad market exposure with an aggressive tilt towards equities. BlackRock's established reputation provides investor confidence, while the ETF's competitive edge lies in its simplicity and convenience. However, investors should carefully consider the expense ratio and market risk associated with this allocation strategy. AOA is most suitable for long-term investors seeking capital appreciation and with higher risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core Aggressive Allocation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.