What is AOA?
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 2133.4m 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.
What is CGDG?
CGDG was created on 2023-09-26 by Capital Group . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1775.04m in AUM and 92 holdings. CGDG actively selects dividend-paying companies globally that are attractively valued and believed to provide dividend growth. It employs a multi-manager approach to portfolio management.
Key Details
Nov 04, 2008
Sep 26, 2023
Asset Allocation
Equity
Target Risk
Total Market
Holdings
iShares Core 80/20 Aggressive Allocation ETF - AOA is made up of 8 holdings. Capital Group Dividend Growers ETF - CGDG is made up of 94 holdings.
Name | Weight |
|---|---|
I IVVNT BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF | 43.7% |
I IDEVNT iShares Trust - iShares Core MSCI International Developed Markets ETF | 22.3% |
I IUSBNT BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF | 18.73% |
I IEMGNT BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF | 8.3% |
I IAGGNT BlackRock Institutional Trust Company N.A. - iShares International Aggregate Bond Fund | 3.23% |
I IJHNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF | 2.51% |
I IJRNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF | 1.13% |
| - | 0.4% |
Name | Weight |
|---|---|
| - | 3.92% |
3.22% | |
A AVGOBroadcom Inc. | 3.09% |
2.66% | |
2.47% | |
2.33% | |
S SAPGFNT SAP SE COMMON STOCK | 2.19% |
R RTXRTX Corp. | 2.15% |
I IFCZFNT INTACT FINANCIAL CORP COMMON STOCK | 2.09% |
W WELLWelltower, Inc. | 1.75% |
1.73% | |
I IBDSFNT IBERDROLA SA COMMON STOCK EUR.75 | 1.72% |
| - | 1.65% |
1.65% | |
1.64% | |
| - | 1.63% |
K KKPNFNT KONINKLIJKE KPN NV COMMON STOCK EUR.04 | 1.61% |
E ENGQFNT ENGIE COMMON STOCK EUR1.0 | 1.57% |
L LDNXFNT LONDON STOCK EXCHANGE GROUP COMMON STOCK GBP.06918605 | 1.5% |
D DBSDFNT DBS GROUP HOLDINGS LTD COMMON STOCK | 1.46% |
1.45% | |
T TTFNFNT TOTALENERGIES SE COMMON STOCK EUR2.5 | 1.44% |
E EADSFNT AIRBUS SE COMMON STOCK EUR1.0 | 1.44% |
I IDEXFNT INDUSTRIA DE DISENO TEXTIL COMMON STOCK EUR.03 | 1.32% |
| - | 1.32% |
T TMUST-Mobile US, Inc. | 1.25% |
C CABJFNT CARLSBERG AS B COMMON STOCK DKK20.0 | 1.23% |
L LLYEli Lilly & Co. | 1.21% |
| - | 1.19% |
C CARRCarrier Global Corp. | 1.19% |
Stock Correlation
The stocks that are correlated to AOA - iShares Core 80/20 Aggressive Allocation ETF are BN, BNT, JHG, BLK, ITT
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 84.45% | $66.97B | +8.71% | 0.75% | |
| 82.84% | $8.99B | +8.94% | 0.00% | |
| 78.46% | $4.64B | -11.15% | 5.37% | |
B BLKBlackRock, Inc. | 77.86% | $126.64B | +1.47% | 2.54% |
I ITTITT, Inc. | 77.84% | $9.17B | -14.68% | 1.16% |
E ENTGEntegris, Inc. | 77.61% | $9.52B | -54.78% | 0.62% |
S SEICSEI Investments Co. | 77.24% | $8.44B | -6.28% | 1.44% |
| 76.50% | $3.96B | -54.59% | 1.50% | |
| 76.42% | $3.02B | -20.43% | 0.50% | |
| 76.05% | - | - | 15.53% | |
| 75.96% | - | - | 5.10% | |
| 75.95% | $46.40B | +9.21% | 4.39% | |
| 75.95% | $146.32B | -9.04% | 3.34% | |
| 75.91% | $17.84B | -32.91% | 6.29% | |
A ANSSANSYS, Inc. | 75.34% | $24.97B | -17.32% | 0.00% |
Q QCOMQUALCOMM, Inc. | 75.14% | $137.87B | -29.00% | 2.70% |
F FLSFlowserve Corp. | 75.10% | $5.20B | -17.23% | 2.15% |
| 74.89% | $1.13B | -20.77% | 0.00% | |
| 74.66% | $82.38B | -18.63% | 2.25% | |
F FTVFortive Corp. | 74.58% | $21.30B | -25.67% | 0.52% |
The stocks that are correlated to CGDG - Capital Group Dividend Growers ETF are BN, BNT, ITT, SEIC, MFC
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 81.43% | $66.97B | +8.71% | 0.75% | |
| 79.26% | $8.99B | +8.94% | 0.00% | |
I ITTITT, Inc. | 74.77% | $9.17B | -14.68% | 1.16% |
S SEICSEI Investments Co. | 74.66% | $8.44B | -6.28% | 1.44% |
| 74.37% | $46.40B | +9.21% | 4.39% | |
| 74.18% | $23.07B | -28.66% | 2.85% | |
B BLKBlackRock, Inc. | 73.95% | $126.64B | +1.47% | 2.54% |
| 72.98% | $4.64B | -11.15% | 5.37% | |
| 72.86% | - | - | 15.53% | |
R RITMRithm Capital Corp. | 72.80% | $5.11B | -10.82% | 10.40% |
E ENTGEntegris, Inc. | 72.35% | $9.52B | -54.78% | 0.62% |
F FTVFortive Corp. | 71.67% | $21.30B | -25.67% | 0.52% |
F FLSFlowserve Corp. | 71.38% | $5.20B | -17.23% | 2.15% |
| 71.20% | $146.32B | -9.04% | 3.34% | |
A ARCCAres Capital Corp. | 71.18% | $15.07B | - | 10.38% |
A AVNTAvient Corp. | 71.07% | $2.65B | -33.25% | 3.70% |
D DOVDover Corp. | 71.06% | $20.72B | -14.78% | 1.36% |
| 70.83% | $7.07B | -20.84% | 1.85% | |
| 70.62% | $3.96B | -54.59% | 1.50% | |
N NOVTNovanta, Inc. | 70.56% | $3.69B | -39.79% | 0.00% |
ETF Correlation
The ETFs that are correlated to AOA - iShares Core 80/20 Aggressive Allocation ETF are VT, ACWI, SPGM, URTH, AOR
The ETFs that are correlated to CGDG - Capital Group Dividend Growers ETF are AOA, VT, SPGM, ACWI, DFAW
Holding Overlap
AOA - iShares Core 80/20 Aggressive Allocation ETF and CGDG - Capital Group Dividend Growers ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in AOA | Weight in CGDG |
|---|---|---|
News
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.
AOASeekingAlpha
Turning to relative performance of US shares vs. foreign counterparts in developed markets suggests the American bounceback has gone too far too fast. Click to read.
AOASeekingAlpha
The risk appetite for US equities continues to rebound after the summerâs sharp correction, based on the ratio for a broad equities ETF vs. a low-volatility portfolio of stocks.
AOASeekingAlpha
AOA provides exposure to key U.S. equities, and uses a multi-market approach to spread near-term risks more effectively and reduces the burden on returns for balanced growth.
AOASeekingAlpha
iShares Core Moderate Allocation ETF offers a conservative 60% fixed income/40% equities allocation. Learn why AOM is a Buy.
AOASeekingAlpha
The appetite for US equity risk has wobbled in recent months, but on the first trading day after Trumpâs election victory the bullish signaling revived on several fronts. Click to read.
AOASeekingAlpha
Discover how a well-designed asset allocation portfolio safeguards against future inflation amidst excessive U.S. government spending.
CGDGSeekingAlpha
Actively managed CGDG searches for promising dividend growth stocks with appealing yields in the global equity universe. Read why CGDG ETF is a Hold.
CGDGSeekingAlpha
Inflation is likely staying with us in the U.S. longer than we had hoped. Find out an asset allocation model for navigating an inflationary environment.
CGDGDisclaimer
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.
0% Expense Ratios with TLH
We offer over 50 indexes with zero expense ratios.
Registration will take about 10 seconds