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Upturn AI SWOT - About
iShares Core Aggressive Allocation ETF (AOA)
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Upturn Advisory Summary
07/11/2025: 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 20.29% | Avg. Invested days 67 | 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 07/11/2025 |
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, representing a diversified mix of stocks and bonds. The fund employs a 'fund of funds' strategy, primarily investing in other iShares ETFs to achieve a globally diversified portfolio with an aggressive asset allocation, tilting towards equities for higher potential returns.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of investment professionals managing its ETF products, leveraging their global resources and expertise.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund uses a 'fund of funds' approach, allocating its assets among a selection of other iShares ETFs to achieve its target asset allocation.
Composition The ETF invests primarily in other iShares ETFs, encompassing a diversified mix of US and international stocks and bonds. The allocation is aggressive, favoring equities over fixed income.
Market Position
Market Share: Data not publicly available for this specific allocation fund.
Total Net Assets (AUM): 1760000000
Competitors
Key Competitors
- Vanguard Total World Stock ETF (VT)
- Vanguard LifeStrategy Growth Fund ETF (VASGX)
Competitive Landscape
The competitive landscape includes other asset allocation ETFs and total market ETFs. AOA benefits from BlackRock's brand and diversified exposure, while competitors like VT offer a single-ETF global equity solution. VASGX is a multi-asset allocation fund with pre-determined asset allocation.
Financial Performance
Historical Performance: Historical performance data is not directly provided but can be found on the iShares website.
Benchmark Comparison: The ETF's performance should be compared against a benchmark representing a similar asset allocation strategy (e.g., a custom benchmark of 80% equities and 20% fixed income).
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's underlying liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and equity market performance significantly impact AOA's returns.
Growth Trajectory
AOA's growth depends on the overall market performance and investor demand for diversified, aggressive asset allocation strategies. Changes to its underlying ETF holdings would change its performance.
Moat and Competitive Advantages
Competitive Edge
AOA benefits from BlackRock's scale, brand recognition, and diverse ETF offerings. It provides a convenient way for investors to gain exposure to a globally diversified portfolio with a single investment. The ETF's transparent allocation and low expense ratio also contribute to its appeal. The pre-built allocation removes the burden of portfolio construction from the individual investor.
Risk Analysis
Volatility
AOA's volatility is relatively high due to its aggressive allocation to equities. Equity market fluctuations will impact the fund.
Market Risk
The primary market risk is equity market risk, followed by interest rate risk from its fixed income holdings.
Investor Profile
Ideal Investor Profile
AOA is suitable for investors with a long-term investment horizon, a high risk tolerance, and a desire for capital appreciation. They should be comfortable with market fluctuations.
Market Risk
AOA is best suited for long-term investors seeking an aggressive growth strategy. It is not appropriate for risk-averse investors or those with short-term investment goals.
Summary
The iShares Core Aggressive Allocation ETF (AOA) provides a convenient, diversified solution for investors seeking long-term capital appreciation with an aggressive equity allocation. Its fund-of-funds approach offers exposure to global stocks and bonds through a single investment. BlackRock's strong reputation and low expense ratio enhance its appeal. Investors should understand its inherent volatility and suitability for long-term growth-oriented portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. 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.