AOA was created on 2008-11-04 by iShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The ETF currently has 2423.63m in AUM and 9 holdings. AOA tracks a proprietary index that provides significant exposure to equities", and a small portion to fixed income securities with a goal of long-term capital appreciation.
AOM was created on 2008-11-04 by iShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. AOM tracks a proprietary index that provides exposure to fixed income securities", with a smaller exposure to equities in order to seek current income", some capital preservation", and modest capital appreciation.
Key Details
Nov 04, 2008
Nov 04, 2008
Asset Allocation
Asset Allocation
Target Risk
Target Risk
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
SeekingAlpha
Risk Appetite Rebounds For Global Strategies After Tariff Tantrum
SeekingAlpha
AOA has delivered strong returns since our initial 'Buy', but current equity valuations are stretched, prompting a downgrade to 'Hold'.
Yahoo
This Multi-Asset ETF hits a new 52-week high. Are more gains in store for this ETF?
SeekingAlpha
The year started on a positive note as markets extended 2024âs rally. But as details of the dramatic shift in US tariff policy emerged, sentiment took a hit as 2025 unfolded.
SeekingAlpha
iShares Core 80/20 Aggressive Allocation ETF has 80% in stocks and 20% in bonds. Learn how to navigate market volatility with ETFs like AOA.
SeekingAlpha
The appetite for risk has taken a hit in recent weeks, although the worst of the selling has, so far, been contained to US stocks, on a year-to-date basis.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.39% | $105.26B | +38.58% | 0.53% |
BNT | 85.80% | $12.84B | +38.78% | 0.00% |
ITT | 81.92% | $12.44B | +15.16% | 0.85% |
JHG | 80.04% | $6.54B | +16.03% | 3.79% |
BLK | 79.52% | $172.19B | +35.06% | 1.94% |
NMAI | 79.52% | - | - | 11.10% |
MFC | 79.48% | $52.20B | +12.56% | 3.95% |
TROW | 79.09% | $22.53B | -13.88% | 4.94% |
DD | 79.09% | $31.33B | -6.66% | 2.09% |
SEIC | 78.80% | $11.55B | +36.30% | 1.06% |
MKSI | 78.56% | $7.02B | -26.62% | 0.82% |
PH | 78.54% | $90.99B | +30.72% | 0.94% |
ADI | 78.52% | $120.82B | +2.41% | 1.56% |
DOV | 78.45% | $25.90B | +2.11% | 1.08% |
AXP | 78.36% | $224.83B | +31.52% | 0.96% |
IVZ | 78.21% | $7.76B | +6.91% | 4.77% |
BX | 78.06% | $198.19B | +23.41% | 2.14% |
NCV | 77.90% | - | - | 7.22% |
WAB | 77.76% | $36.44B | +29.73% | 0.42% |
EMR | 77.54% | $78.69B | +19.60% | 1.50% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -14.21% | $24.71B | +36.77% | 1.07% |
K | -10.97% | $27.64B | +41.46% | 2.87% |
DFDV | -8.91% | $361.15M | +2,667.20% | 0.00% |
ED | -7.56% | $36.39B | +11.91% | 3.34% |
KR | -5.50% | $47.78B | +38.66% | 1.78% |
VSA | -5.02% | $12.16M | +21.20% | 0.00% |
HUSA | -4.63% | $20.46M | -9.15% | 0.00% |
AWK | -4.59% | $27.95B | +5.15% | 2.18% |
MKTX | -3.33% | $8.15B | -1.09% | 1.39% |
DG | -2.42% | $25.17B | -9.90% | 2.08% |
CME | -2.30% | $99.84B | +44.13% | 1.75% |
LTM | -2.07% | $12.57B | -95.57% | 2.41% |
ASPS | -1.59% | $150.77M | +23.72% | 0.00% |
ZCMD | -0.52% | $28.79M | -11.91% | 0.00% |
VRCA | -0.21% | $75.38M | -90.26% | 0.00% |
STG | 0.35% | $56.15M | +27.66% | 0.00% |
MO | 0.42% | $97.92B | +21.81% | 7.02% |
UUU | 0.44% | $7.33M | +132.47% | 0.00% |
IMDX | 0.82% | $81.22M | -15.48% | 0.00% |
BCE | 1.24% | $22.02B | -26.94% | 10.19% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.27% | $94.79M | 0.59% | |
VIXY | -78.93% | $198.83M | 0.85% | |
VIXM | -70.98% | $23.12M | 0.85% | |
BTAL | -63.49% | $310.74M | 1.43% | |
IVOL | -37.87% | $342.76M | 1.02% | |
FTSD | -29.38% | $233.17M | 0.25% | |
XONE | -28.74% | $629.19M | 0.03% | |
SPTS | -25.73% | $5.78B | 0.03% | |
SCHO | -20.49% | $10.92B | 0.03% | |
UTWO | -20.37% | $376.61M | 0.15% | |
FXY | -19.97% | $793.88M | 0.4% | |
XHLF | -19.93% | $1.75B | 0.03% | |
BILS | -19.79% | $3.81B | 0.1356% | |
VGSH | -19.15% | $22.74B | 0.03% | |
TBLL | -18.84% | $2.11B | 0.08% | |
IBTG | -16.24% | $1.93B | 0.07% | |
CLIP | -14.76% | $1.51B | 0.07% | |
IBTH | -14.69% | $1.62B | 0.07% | |
IBTI | -14.60% | $1.07B | 0.07% | |
USDU | -13.39% | $130.22M | 0.5% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CTA | 0.01% | $1.09B | 0.76% | |
JPLD | 0.15% | $2.07B | 0.24% | |
CARY | -0.24% | $347.36M | 0.8% | |
IEF | 0.47% | $34.86B | 0.15% | |
IBTO | -0.55% | $353.47M | 0.07% | |
FLGV | 0.60% | $1.02B | 0.09% | |
TPMN | -0.76% | $31.00M | 0.65% | |
CMBS | -0.81% | $455.62M | 0.25% | |
FTSM | -0.89% | $6.31B | 0.45% | |
UTEN | 1.03% | $210.49M | 0.15% | |
BWX | 1.08% | $1.52B | 0.35% | |
IBTF | -1.12% | $1.98B | 0.07% | |
CGSM | 1.13% | $725.00M | 0.25% | |
VTIP | -1.49% | $15.20B | 0.03% | |
WEAT | 1.65% | $122.74M | 0.28% | |
TDTT | 1.85% | $2.64B | 0.18% | |
LGOV | 1.91% | $645.78M | 0.67% | |
AGZD | 1.98% | $98.59M | 0.23% | |
STXT | -2.23% | $128.49M | 0.49% | |
FLMI | 2.49% | $744.72M | 0.3% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VRCA | -0.21% | $75.38M | -90.26% | 0.00% |
STG | 0.35% | $56.15M | +27.66% | 0.00% |
MO | 0.42% | $97.92B | +21.81% | 7.02% |
UUU | 0.44% | $7.33M | +132.47% | 0.00% |
ZCMD | -0.52% | $28.79M | -11.91% | 0.00% |
IMDX | 0.82% | $81.22M | -15.48% | 0.00% |
BCE | 1.24% | $22.02B | -26.94% | 10.19% |
LITB | 1.46% | $25.36M | -69.22% | 0.00% |
ASPS | -1.59% | $150.77M | +23.72% | 0.00% |
NEOG | 1.77% | $1.13B | -68.72% | 0.00% |
LTM | -2.07% | $12.57B | -95.57% | 2.41% |
CME | -2.30% | $99.84B | +44.13% | 1.75% |
VSTA | 2.36% | $325.62M | +40.00% | 0.00% |
DG | -2.42% | $25.17B | -9.90% | 2.08% |
SRRK | 2.62% | $3.66B | +319.00% | 0.00% |
CYCN | 2.66% | $10.59M | +13.01% | 0.00% |
ALHC | 3.07% | $2.65B | +49.22% | 0.00% |
MKTX | -3.33% | $8.15B | -1.09% | 1.39% |
VHC | 3.54% | $74.47M | +193.32% | 0.00% |
PPC | 3.88% | $10.68B | +32.81% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VT | 99.40% | $49.05B | 0.06% | |
SPGM | 99.25% | $1.09B | 0.09% | |
ACWI | 99.17% | $22.34B | 0.32% | |
URTH | 99.01% | $5.12B | 0.24% | |
AOR | 98.27% | $2.54B | 0.15% | |
DFAW | 98.19% | $780.53M | 0.25% | |
IWV | 96.94% | $16.00B | 0.2% | |
SCHB | 96.94% | $34.71B | 0.03% | |
PBUS | 96.85% | $8.30B | 0.04% | |
VOO | 96.84% | $694.66B | 0.03% | |
ILCB | 96.82% | $1.06B | 0.03% | |
LCTU | 96.80% | $1.28B | 0.14% | |
BBUS | 96.79% | $5.08B | 0.02% | |
SPLG | 96.79% | $76.53B | 0.02% | |
IWB | 96.79% | $41.33B | 0.15% | |
IVV | 96.79% | $630.96B | 0.03% | |
SCHX | 96.79% | $56.50B | 0.03% | |
ESGU | 96.78% | $13.81B | 0.15% | |
VV | 96.78% | $42.72B | 0.04% | |
ITOT | 96.75% | $71.67B | 0.03% |
iShares Core 80/20 Aggressive Allocation ETF - AOA is made up of 8 holdings. iShares Core 40/60 Moderate Allocation ETF - AOM is made up of 8 holdings.
Name | Weight |
---|---|
I IVVNT BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF | 47.85% |
I IDEVNT iShares Trust - iShares Core MSCI International Developed Markets ETF | 21.42% |
I IUSBNT BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF | 15.34% |
I IEMGNT BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF | 8.63% |
I IAGGNT BlackRock Institutional Trust Company N.A. - iShares International Aggregate Bond Fund | 2.71% |
I IJHNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF | 2.69% |
I IJRNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF | 1.26% |
- | 0.10% |
Name | Weight |
---|---|
I IUSBNT BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF | 48.36% |
I IVVNT BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF | 25.14% |
I IDEVNT iShares Trust - iShares Core MSCI International Developed Markets ETF | 11.25% |
I IAGGNT BlackRock Institutional Trust Company N.A. - iShares International Aggregate Bond Fund | 8.55% |
I IEMGNT BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF | 4.54% |
I IJHNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF | 1.42% |
I IJRNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF | 0.66% |
- | 0.09% |
AOA - iShares Core 80/20 Aggressive Allocation ETF and AOM - iShares Core 40/60 Moderate Allocation ETF have a 7 holding overlap. Which accounts for a 61.1% overlap.
Number of overlapping holdings
7
% of overlapping holdings
61.11%
Name | Weight in AOA | Weight in AOM |
---|---|---|
47.85% | 25.14% | |
21.42% | 11.25% | |
15.34% | 48.36% | |
8.63% | 4.54% | |
2.71% | 8.55% | |
2.69% | 1.42% | |
1.26% | 0.66% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TPMN | 0.15% | $31.00M | 0.65% | |
XBIL | 0.38% | $781.64M | 0.15% | |
AGZD | 0.58% | $98.59M | 0.23% | |
SCHO | 0.70% | $10.92B | 0.03% | |
GBIL | 0.76% | $6.37B | 0.12% | |
TFLO | -0.81% | $6.74B | 0.15% | |
SGOV | 1.02% | $50.99B | 0.09% | |
BSMW | 1.09% | $107.44M | 0.18% | |
UTWO | 1.70% | $376.61M | 0.15% | |
WEAT | 2.70% | $122.74M | 0.28% | |
CTA | -2.87% | $1.09B | 0.76% | |
VGSH | 3.03% | $22.74B | 0.03% | |
SHV | 3.03% | $20.75B | 0.15% | |
IBTG | 3.19% | $1.93B | 0.07% | |
ULST | 3.31% | $590.76M | 0.2% | |
SHYM | -3.39% | $355.36M | 0.35% | |
SPTS | -4.10% | $5.78B | 0.03% | |
BILZ | -4.22% | $838.22M | 0.14% | |
STOT | 4.87% | $254.18M | 0.45% | |
FXY | -4.93% | $793.88M | 0.4% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -70.85% | $198.83M | 0.85% | |
TAIL | -69.62% | $94.79M | 0.59% | |
VIXM | -63.16% | $23.12M | 0.85% | |
BTAL | -57.94% | $310.74M | 1.43% | |
IVOL | -29.82% | $342.76M | 1.02% | |
USDU | -20.05% | $130.22M | 0.5% | |
FTSD | -17.59% | $233.17M | 0.25% | |
CLIP | -13.53% | $1.51B | 0.07% | |
UUP | -13.45% | $187.70M | 0.77% | |
KCCA | -12.74% | $109.69M | 0.87% | |
XHLF | -10.04% | $1.75B | 0.03% | |
XONE | -9.73% | $629.19M | 0.03% | |
TBLL | -9.48% | $2.11B | 0.08% | |
BILS | -9.23% | $3.81B | 0.1356% | |
BIL | -6.44% | $41.80B | 0.1356% | |
FXY | -4.93% | $793.88M | 0.4% | |
BILZ | -4.22% | $838.22M | 0.14% | |
SPTS | -4.10% | $5.78B | 0.03% | |
SHYM | -3.39% | $355.36M | 0.35% | |
CTA | -2.87% | $1.09B | 0.76% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
AOR | 95.72% | $2.54B | 0.15% | |
AOK | 94.07% | $653.16M | 0.15% | |
AOA | 94.00% | $2.44B | 0.15% | |
VT | 92.51% | $49.05B | 0.06% | |
SPGM | 92.46% | $1.09B | 0.09% | |
ACWI | 92.24% | $22.34B | 0.32% | |
URTH | 91.76% | $5.12B | 0.24% | |
DFAW | 91.05% | $780.53M | 0.25% | |
CGBL | 90.74% | $2.61B | 0.33% | |
HNDL | 90.55% | $684.72M | 0.97% | |
QDF | 89.97% | $1.88B | 0.37% | |
CGDG | 89.73% | $2.68B | 0.47% | |
JQUA | 89.54% | $6.44B | 0.12% | |
SUSA | 89.40% | $3.54B | 0.25% | |
XT | 89.38% | $3.41B | 0.46% | |
HYG | 89.23% | $17.17B | 0.49% | |
VTI | 89.07% | $505.10B | 0.03% | |
BBHY | 89.04% | $595.47M | 0.07% | |
IWV | 89.01% | $16.00B | 0.2% | |
SCHB | 88.92% | $34.71B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -16.64% | $361.15M | +2,667.20% | 0.00% |
CBOE | -10.43% | $24.71B | +36.77% | 1.07% |
K | -6.41% | $27.64B | +41.46% | 2.87% |
VSA | -6.06% | $12.16M | +21.20% | 0.00% |
KR | -5.25% | $47.78B | +38.66% | 1.78% |
HUSA | -5.02% | $20.46M | -9.15% | 0.00% |
NEOG | -3.93% | $1.13B | -68.72% | 0.00% |
ZCMD | -2.36% | $28.79M | -11.91% | 0.00% |
STG | -2.35% | $56.15M | +27.66% | 0.00% |
ED | -1.09% | $36.39B | +11.91% | 3.34% |
CME | -0.90% | $99.84B | +44.13% | 1.75% |
LTM | -0.87% | $12.57B | -95.57% | 2.41% |
UUU | -0.06% | $7.33M | +132.47% | 0.00% |
ALHC | -0.02% | $2.65B | +49.22% | 0.00% |
MVO | 0.30% | $69.92M | -35.18% | 21.79% |
MKTX | 0.75% | $8.15B | -1.09% | 1.39% |
AWK | 0.83% | $27.95B | +5.15% | 2.18% |
DG | 0.97% | $25.17B | -9.90% | 2.08% |
BTCT | 1.01% | $29.39M | +101.55% | 0.00% |
AGL | 1.05% | $931.39M | -65.60% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 82.26% | $105.26B | +38.58% | 0.53% |
BNT | 81.66% | $12.84B | +38.78% | 0.00% |
NMAI | 76.57% | - | - | 11.10% |
NCV | 75.81% | - | - | 7.22% |
MFC | 75.57% | $52.20B | +12.56% | 3.95% |
BLK | 75.49% | $172.19B | +35.06% | 1.94% |
TRU | 74.87% | $17.97B | +13.79% | 0.47% |
MCO | 74.83% | $90.57B | +12.70% | 0.71% |
JHG | 74.39% | $6.54B | +16.03% | 3.79% |
RITM | 74.39% | $6.22B | +4.36% | 8.47% |
BX | 74.27% | $198.19B | +23.41% | 2.14% |
SEIC | 74.09% | $11.55B | +36.30% | 1.06% |
DD | 73.24% | $31.33B | -6.66% | 2.09% |
STWD | 73.17% | $7.09B | +4.87% | 9.17% |
ITT | 73.04% | $12.44B | +15.16% | 0.85% |
TROW | 72.63% | $22.53B | -13.88% | 4.94% |
IVZ | 72.47% | $7.76B | +6.91% | 4.77% |
DCI | 72.23% | $8.19B | -3.29% | 1.57% |
WAB | 71.98% | $36.44B | +29.73% | 0.42% |
MKSI | 71.89% | $7.02B | -26.62% | 0.82% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ALHC | -0.02% | $2.65B | +49.22% | 0.00% |
UUU | -0.06% | $7.33M | +132.47% | 0.00% |
MVO | 0.30% | $69.92M | -35.18% | 21.79% |
MKTX | 0.75% | $8.15B | -1.09% | 1.39% |
AWK | 0.83% | $27.95B | +5.15% | 2.18% |
LTM | -0.87% | $12.57B | -95.57% | 2.41% |
CME | -0.90% | $99.84B | +44.13% | 1.75% |
DG | 0.97% | $25.17B | -9.90% | 2.08% |
BTCT | 1.01% | $29.39M | +101.55% | 0.00% |
AGL | 1.05% | $931.39M | -65.60% | 0.00% |
ED | -1.09% | $36.39B | +11.91% | 3.34% |
VRCA | 1.17% | $75.38M | -90.26% | 0.00% |
IMDX | 1.28% | $81.22M | -15.48% | 0.00% |
STG | -2.35% | $56.15M | +27.66% | 0.00% |
ZCMD | -2.36% | $28.79M | -11.91% | 0.00% |
VSTA | 2.39% | $325.62M | +40.00% | 0.00% |
LITB | 2.58% | $25.36M | -69.22% | 0.00% |
SRRK | 2.80% | $3.66B | +319.00% | 0.00% |
ASPS | 3.11% | $150.77M | +23.72% | 0.00% |
NEOG | -3.93% | $1.13B | -68.72% | 0.00% |