iShares Core 80/20 Aggressive Allocation ETF (AOA)

Market Price (8/4/2026): $97.18

iShares Core 80/20 Aggressive Allocation ETF (AOA)

Market Price (8/4/2026): $97.18

Key Takeaways

AOA has returned +9.3% YTD vs +11.4% for SPY; +19.8% over the past 12 months (SPY +22.9%). details →
Priced in gold, AOA has returned -24.9% over the past 3 years, vs +56.8% in dollars — its dollar gains have lagged gold. details →
Over the past month, AOA has seen net inflows of +$15M (+0.5% of assets). details →
AOA is trading within 1.1% of its all-time high. details →
AOA's +9.3% YTD is ahead of its typical pace — it averaged +5.7% at this point (August 3) over the past 5 years. details →

Last updated: 8/3/2026.

Price Chart

ETF Price
Price/Gold

Asset Allocation with AOA

Risk Tolerance:

ConservativeModerateAggressive

Moderate — 55% equity / 25% bonds / 20% alternatives

10Y Return (ann.)

+9.0%

Volatility

9.4%

Sharpe

0.66

YTD

+5.9%

Modeled with monthly rebalancing to target weights; 10-year figures are annualized from monthly returns. Illustrative only — past performance is not indicative of future results.

	ETF	%	1D	1W	1M	YTD
Equity	AOA	25.0%	0.9%	1.7%	0.6%	9.3%
Bond	BND	50.0%	0.2%	-0.1%	-1.0%	-0.3%
Gold	GLD	10.0%	0.0%	-0.8%	-1.7%	-6.2%
Commodity	DBC	2.5%	-1.9%	-0.4%	8.7%	29.2%
Real Estate	VNQ	5.0%	0.1%	-1.5%	1.1%	14.2%
Bitcoin	BTCUSD	0.0%	1.1%	-0.4%	3.2%	-27.5%
Cash	GOVT	7.5%	-0.2%	-0.5%	-1.2%	-0.9%
Conservative Portfolio		100.0%	0.3%	0.2%	-0.3%	2.9%

	ETF	%	1D	1W	1M	YTD
Equity	AOA	55.0%	0.9%	1.7%	0.6%	9.3%
Bond	BND	25.0%	0.2%	-0.1%	-1.0%	-0.3%
Gold	GLD	7.0%	0.0%	-0.8%	-1.7%	-6.2%
Commodity	DBC	4.0%	-1.9%	-0.4%	8.7%	29.2%
Real Estate	VNQ	5.0%	0.1%	-1.5%	1.1%	14.2%
Bitcoin	BTCUSD	2.0%	1.1%	-0.4%	3.2%	-27.5%
Cash	GOVT	2.0%	-0.2%	-0.5%	-1.2%	-0.9%
Moderate Portfolio		100.0%	0.5%	0.7%	0.4%	5.9%

	ETF	%	1D	1W	1M	YTD
Equity	AOA	80.0%	0.9%	1.7%	0.6%	9.3%
Bond	BND	5.0%	0.2%	-0.1%	-1.0%	-0.3%
Gold	GLD	3.0%	0.0%	-0.8%	-1.7%	-6.2%
Commodity	DBC	2.2%	-1.9%	-0.4%	8.7%	29.2%
Real Estate	VNQ	4.5%	0.1%	-1.5%	1.1%	14.2%
Bitcoin	BTCUSD	5.2%	1.1%	-0.4%	3.2%	-27.5%
Cash	GOVT	0.0%	-0.2%	-0.5%	-1.2%	-0.9%
Aggressive Portfolio		100.0%	0.7%	1.2%	0.8%	7.1%

	ETF	%	Return	Volatility	Sharpe
Equity	AOA	25.0%	10.2%	12.2%	0.63
Bond	BND	50.0%	1.4%	5.1%	-0.24
Gold	GLD	10.0%	11.4%	15.0%	0.61
Commodity	DBC	2.5%	7.1%	17.1%	0.31
Real Estate	VNQ	5.0%	4.8%	17.5%	0.20
Bitcoin	BTCUSD	0.0%	58.1%	76.0%	0.91
Cash	GOVT	7.5%	0.4%	4.9%	-0.45
Conservative Portfolio		100.0%	5.0%	6.7%	0.35

	ETF	%	Return	Volatility	Sharpe
Equity	AOA	55.0%	10.2%	12.2%	0.63
Bond	BND	25.0%	1.4%	5.1%	-0.24
Gold	GLD	7.0%	11.4%	15.0%	0.61
Commodity	DBC	4.0%	7.1%	17.1%	0.31
Real Estate	VNQ	5.0%	4.8%	17.5%	0.20
Bitcoin	BTCUSD	2.0%	58.1%	76.0%	0.91
Cash	GOVT	2.0%	0.4%	4.9%	-0.45
Moderate Portfolio		100.0%	9.0%	9.4%	0.66

	ETF	%	Return	Volatility	Sharpe
Equity	AOA	80.0%	10.2%	12.2%	0.63
Bond	BND	5.0%	1.4%	5.1%	-0.24
Gold	GLD	3.0%	11.4%	15.0%	0.61
Commodity	DBC	2.2%	7.1%	17.1%	0.31
Real Estate	VNQ	4.5%	4.8%	17.5%	0.20
Bitcoin	BTCUSD	5.2%	58.1%	76.0%	0.91
Cash	GOVT	0.0%	0.4%	4.9%	-0.45
Aggressive Portfolio		100.0%	13.0%	12.6%	0.81

Figures are on an annualized basis, based on monthly return data for the last 10 years

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	AOA	25.0%	-22.5%	-25.4%	-14.1%
Bond	BND	50.0%	-14.2%	-2.2%	1.3%
Gold	GLD	10.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	2.5%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	5.0%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	0.0%	-56.0%	-33.5%	-37.4%
Cash	GOVT	7.5%	-12.4%	4.4%	1.6%
Conservative Portfolio		100.0%	-15.4%	-10.4%	-3.2%

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	AOA	55.0%	-22.5%	-25.4%	-14.1%
Bond	BND	25.0%	-14.2%	-2.2%	1.3%
Gold	GLD	7.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	4.0%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	5.0%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	2.0%	-56.0%	-33.5%	-37.4%
Cash	GOVT	2.0%	-12.4%	4.4%	1.6%
Moderate Portfolio		100.0%	-18.5%	-18.6%	-9.1%

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	AOA	80.0%	-22.5%	-25.4%	-14.1%
Bond	BND	5.0%	-14.2%	-2.2%	1.3%
Gold	GLD	3.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	2.2%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	4.5%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	5.2%	-56.0%	-33.5%	-37.4%
Cash	GOVT	0.0%	-12.4%	4.4%	1.6%
Aggressive Portfolio		100.0%	-22.8%	-24.8%	-13.9%

The table shows the return of different asset classes during market crises - specifically during the period where the S&P fell and bottomed

Learn More →

Tailored Asset Allocation
[1] Personalized 5 Level Risk Tolerance Assessment
[2] Asset Allocation for My Risk Tolerance

Learn More →

Protect Wealth
[1] Defensive Portfolios
[2] Tax-Efficient Strategies

Top 20 Holdings for AOA

Total Weights
Top 5: 12.0% | Top 10: 17.2% | Top 20: 22.8%

	Holding	ETF Weight
037833100	APPLE INC	3.59%
67066G104	NVIDIA CORP	3.32%
594918104	MICROSOFT CORP	2.09%
023135106	AMAZON.COM INC	1.60%
02079K305	ALPHABET INC CLASS A	1.43%
11135F101	BROADCOM INC	1.27%
02079K107	ALPHABET INC CLASS C	1.15%
S68891068	TAIWAN SEMICONDUCTOR MANUFACTURING	1.09%
30303M102	META PLATFORMS INC CLASS A	0.93%
09248U643	BLK Liquidity Temp Cash Inst #21	0.72%
532457108	ELI LILLY	0.69%
084670702	BERKSHIRE HATHAWAY INC CLASS B	0.67%
46625H100	JPMORGAN CHASE & CO	0.67%
88160R101	TESLA INC	0.61%
595112103	MICRON TECHNOLOGY INC	0.60%
007903107	ADVANCED MICRO DEVICES INC	0.51%
N07059202	ASML HOLDING NV	0.48%
30233Q108	EXXONMOBIL HOLDINGS CORP	0.47%
478160104	JOHNSON & JOHNSON	0.46%
92826C839	VISA INC CLASS A	0.44%

Performance for AOA Top Holdings

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Guidance Updates for AOA Top Holdings

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Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
AOA Return	15%	-16%	18%	14%	20%	8%	68%
Peers Return	6%	-13%	10%	11%	13%	4%	31%
S&P 500 Return	27%	-19%	24%	23%	16%	9%	99%
Monthly Win Rates [3]
AOA Win Rate	75%	42%	58%	75%	92%	50%
Peers Win Rate	71%	31%	55%	73%	83%	52%
S&P 500 Win Rate	75%	42%	67%	75%	67%	38%
Max Drawdowns [4]
AOA Max Drawdown	-4%	-24%	-10%	-6%	-13%	-8%
Peers Max Drawdown	-3%	-18%	-8%	-4%	-7%	-6%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: CGBL, AOR, AOM, AOK, DRSK.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/3/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker	1Y	3Y	5Y
AOA	1.07	0.88	0.42
Equity Top Results (3Y)
IALT	2.11	2.11	2.11
SPMO	0.89	1.38	0.82
VLUE	2.49	1.26	0.69
CORO	1.33	1.25	1.25
CGDV	1.35	1.23	0.94

Results as of 7312026.

Event	AOA	S&P 500
2025 US Tariff Shock
% Loss	-12.9%	-18.8%
% Gain to Breakeven	14.8%	23.1%
Time to Breakeven	37 days	79 days
2022 Inflation Shock & Fed Tightening
% Loss	-23.6%	-24.5%
% Gain to Breakeven	30.8%	32.4%
Time to Breakeven	481 days	427 days
2020 COVID-19 Crash
% Loss	-28.2%	-33.7%
% Gain to Breakeven	39.3%	50.9%
Time to Breakeven	142 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-13.5%	-19.2%
% Gain to Breakeven	15.6%	23.8%
Time to Breakeven	98 days	105 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-12.3%	-12.2%
% Gain to Breakeven	14.0%	13.9%
Time to Breakeven	117 days	62 days
2014-2016 Oil Price Collapse
% Loss	-10.5%	-6.8%
% Gain to Breakeven	11.7%	7.3%
Time to Breakeven	62 days	15 days

Compare to CGBL, AOR, AOM, AOK, DRSK

In The Past

iShares Core 80/20 Aggressive Allocation ETF's stock fell -12.9% during the 2025 US Tariff Shock. Such a loss loss requires a 14.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	AOA	S&P 500
2022 Inflation Shock & Fed Tightening
% Loss	-23.6%	-24.5%
% Gain to Breakeven	30.8%	32.4%
Time to Breakeven	481 days	427 days
2020 COVID-19 Crash
% Loss	-28.2%	-33.7%
% Gain to Breakeven	39.3%	50.9%
Time to Breakeven	142 days	140 days
2008-2009 Global Financial Crisis
% Loss	-24.4%	-53.4%
% Gain to Breakeven	32.2%	114.4%
Time to Breakeven	58 days	1085 days

Compare to CGBL, AOR, AOM, AOK, DRSK

In The Past

iShares Core 80/20 Aggressive Allocation ETF's stock fell -12.9% during the 2025 US Tariff Shock. Such a loss loss requires a 14.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

AOA Dip Buy History

AOA had 15 events since 11/11/2008 where the dip threshold of -5.0% within 60 days was triggered

15% median peak return within 1 year of dip event
339 days is the median time to peak return after a dip event
-6.3% median max drawdown within 1 year of dip event

60 Day Dip			AOA Subsequent Performance
Date	AOA	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			15%	15%	-6%	339
4042025	-7%	-14%	32%	35%	-2%	327
10052023	-5%	-4%	27%	29%	-3%	357
9012022	-6%	-4%	11%	15%	-8%	333
1272022	-6%	-6%	-5%	4%	-18%	13
3092020	-10%	-12%	33%	35%	-16%	344
10242018	-7%	-5%	14%	14%	-6%	366
4242018	-6%	-8%	5%	5%	-11%	364
1082016	-5%	-4%	15%	15%	-4%	363
8202015	-6%	-4%	6%	7%	-10%	361
10132014	-6%	-5%	6%	13%	0%	220
5182012	-6%	-5%	25%	27%	-1%	368
11252011	-6%	-4%	20%	23%	0%	294
8022011	-5%	-6%	5%	9%	-14%	244
5252010	-5%	-3%	28%	33%	-1%	339
2092009	-8%	-2%	28%	37%	-18%	339

[1] Dip event defined as first instance dip threshold is triggered within a 60-day time period.
[2] Analysis for period from 1/1/2005 to 8/3/2026

AOA had 10 events since 11/11/2008 where the dip threshold of -10% within 90 days was triggered

24% median peak return within 1 year of dip event
316 days is the median time to peak return after a dip event
-2.1% median max drawdown within 1 year of dip event

90 Day Dip			AOA Subsequent Performance
Date	AOA	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			19%	24%	-2%	316
4082025	-11%	-16%	37%	38%	0%	323
9262022	-11%	-10%	15%	23%	-1%	308
4262022	-11%	-11%	2%	3%	-13%	282
3122020	-18%	-18%	49%	50%	-7%	341
12212018	-11%	-14%	25%	25%	-2%	367
9242015	-10%	-9%	11%	12%	-5%	349
11212011	-10%	-9%	17%	20%	-2%	298
8082011	-15%	-15%	21%	23%	-3%	238
8232010	-10%	-11%	7%	28%	-1%	249
3242009	-12%	-9%	46%	48%	-2%	364

[1] Dip event defined as first instance dip threshold is triggered within a 90-day time period.
[2] Analysis for period from 1/1/2005 to 8/3/2026

AOA had 2 events since 11/11/2008 where the dip threshold of -20% within 180 days was triggered

39% median peak return within 1 year of dip event
338 days is the median time to peak return after a dip event
-3.1% median max drawdown within 1 year of dip event

180 Day Dip			AOA Subsequent Performance
Date	AOA	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			35%	39%	-3%	338
9222022	-20%	-21%	13%	19%	-4%	312
3182020	-20%	-18%	56%	58%	-2%	364

[1] Dip event defined as first instance dip threshold is triggered within a 180-day time period.
[2] Analysis for period from 1/1/2005 to 8/3/2026

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Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

Ticker	Name	Dip %	Mkt Price	Price Date	Peak Price	Peak Date	# Days
QQQ	Invesco QQQ Trust, Series 1	-6.2%	700.07	8032026	746.16	6022026	62
QQQM	Invesco NASDAQ 100 ETF	-6.2%	288.27	8032026	307.23	6022026	62
SCHA	Schwab U.S. Small-Cap ETF	-5.4%	34.18	8032026	36.13	6302026	34
IWF	iShares Russell 1000 Growth ETF	-6.1%	120.87	8032026	128.77	6012026	63
VONG	Vanguard Russell 1000 Growth ETF	-6.0%	124.46	8032026	132.35	6012026	63
VBK	Vanguard Small-Cap Growth ETF	-5.2%	346.62	8032026	365.70	6302026	34
VSS	Vanguard FTSE All-World EX-US Small-Cap Index Fund	-5.8%	152.45	8032026	161.79	5112026	84
SCHC	Schwab International Small-Cap Equity ETF	-5.2%	48.87	8032026	51.54	3012026	155
IEMG	iShares Core MSCI Emerging Markets ETF	-9.2%	78.11	8032026	86.00	6222026	42
EEM	iShares MSCI Emerging Markets ETF	-9.7%	64.32	8032026	71.21	6222026	42
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	-9.1%	33.92	8032026	37.30	6222026	42
EWY	iShares MSCI South Korea ETF	-26.9%	160.24	8032026	219.20	6212026	43
EWZ	iShares MSCI Brazil ETF	-12.7%	36.42	8032026	41.73	4142026	111
FXI	iShares China Large-Cap ETF	-7.8%	36.46	8032026	39.53	2102026	174
ILF	iShares Latin America 40 ETF	-7.7%	35.16	8032026	38.10	4142026	111
KWEB	KraneShares CSI China Internet ETF	-18.0%	28.74	8032026	35.07	2022026	182
MTUM	iShares MSCI USA Momentum Factor ETF	-12.6%	301.78	8032026	345.22	6222026	42
SPHQ	Invesco S&P 500 Quality ETF	-5.5%	85.14	8032026	90.10	6302026	34
SPMO	Invesco S&P 500 Momentum ETF	-10.1%	145.35	8032026	161.66	6222026	42
VLUE	iShares MSCI USA Value Factor ETF	-5.7%	192.91	8032026	204.59	6252026	39
ARKK	ARK Innovation ETF	-12.0%	73.54	8032026	83.61	7062026	28
URA	Global X Uranium ETF	-30.0%	40.81	8032026	58.26	5062026	89
BOTZ	Global X Funds Global X Robotics & Artificial Intelligence ETF	-13.7%	35.93	8032026	41.63	5132026	82
ROBO	ROBO Global Robotics & Automation Index ETF	-10.1%	81.19	8032026	90.34	6022026	62
LIT	Global X Lithium & Battery Tech ETF	-24.2%	69.41	8032026	91.62	5112026	84
ICLN	iShares Global Clean Energy ETF	-24.3%	17.99	8032026	23.75	6022026	62
ARKQ	ARK Autonomous Technology & Robotics ETF	-17.5%	118.62	8032026	143.82	5282026	67
ARKW	ARK Next Generation Internet ETF	-8.6%	140.87	8032026	154.18	6012026	63
ARKX	ARK Space & Defense Innovation ETF	-16.3%	31.59	8032026	37.74	5282026	67
NASA	Tema Space Innovators ETF	-45.5%	22.85	8032026	41.89	5272026	68
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	-9.8%	19.24	8032026	21.34	7062026	28
AGIX	KraneShares Artificial Intelligence ETF	-11.7%	43.62	8032026	49.40	6012026	63
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fund	-11.7%	62.13	8032026	70.39	5112026	84
RAAX	VanEck Real Assets ETF	-7.7%	39.43	8032026	42.70	5112026	84
VGT	Vanguard Information Technology ETF	-8.3%	115.14	8032026	125.62	6022026	62
XLK	State Street Technology Select Sector SPDR ETF	-10.2%	178.04	8032026	198.21	6022026	62
XLE	State Street Energy Select Sector SPDR ETF	-6.0%	58.79	8032026	62.56	3292026	127
XLC	State Street Communication Services Select Sector SPDR ETF	-6.7%	111.34	8032026	119.29	2022026	182
XLP	State Street Consumer Staples Select Sector SPDR ETF	-5.2%	84.86	8032026	89.51	3012026	155
XLU	State Street Utilities Select Sector SPDR ETF	-6.4%	44.36	8032026	47.40	3012026	155
IYM	iShares U.S. Basic Materials ETF	-6.1%	177.60	8032026	189.08	3022026	154
FXN	First Trust Energy AlphaDEX Fund	-5.3%	21.94	8032026	23.18	3292026	127
SMH	VanEck Semiconductor ETF	-18.5%	545.46	8032026	668.91	6222026	42
SOXX	iShares Semiconductor ETF	-22.5%	507.68	8032026	655.01	6222026	42
IBB	iShares Biotechnology ETF	-6.2%	185.91	8032026	198.23	7072026	27
XBI	State Street SPDR S&P Biotech ETF	-10.3%	147.31	8032026	164.28	7092026	25
XOP	State Street SPDR S&P Oil & Gas Exploration & Production ETF	-7.4%	174.28	8032026	188.18	3292026	127
IGV	iShares Expanded Tech-Software Sector ETF	-9.5%	97.42	8032026	107.70	6012026	63
MISL	First Trust Indxx Aerospace & Defense ETF	-12.5%	44.31	8032026	50.66	3022026	154
RING	iShares MSCI Global Gold Miners ETF	-34.0%	65.62	8032026	99.42	3012026	155
SOXQ	Invesco PHLX Semiconductor ETF	-21.8%	89.98	8032026	115.11	6222026	42
TLT	iShares 20+ Year Treasury Bond ETF	-7.8%	82.19	8032026	89.15	3012026	155
VGLT	Vanguard Long-Term Treasury ETF	-6.7%	52.75	8032026	56.53	3012026	155
SPTL	State Street SPDR Portfolio Long Term Treasury ETF	-7.1%	25.08	8032026	26.99	3012026	155
TLH	iShares 10-20 Year Treasury Bond ETF	-6.4%	96.52	8032026	103.08	3012026	155
EDV	Vanguard World Funds Extended Duration ETF	-11.4%	59.74	8032026	67.42	3012026	155
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	-8.8%	17.25	8032026	18.91	5122026	83
DBC	Invesco DB Commodity Index Tracking Fund	-8.9%	28.88	8032026	31.69	5122026	83
COMT	iShares GSCI Commodity Dynamic Roll Strategy ETF	-11.6%	32.29	8032026	36.53	5192026	76
GSG	iShares GSCI Commodity	-5.8%	30.01	8032026	31.85	3182026	138
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	-8.5%	23.70	8032026	25.91	5122026	83
FTGC	First Trust Global Tactical Commodity Strategy Fund	-6.0%	28.70	8032026	30.53	5122026	83
HGER	Harbor Commodity All-Weather Strategy ETF	-5.1%	31.75	8032026	33.47	5122026	83
GLD	SPDR Gold Trust	-24.1%	371.71	8032026	490.00	3022026	154
IAU	iShares Gold Trust	-24.1%	76.19	8032026	100.38	3022026	154
GLDM	SPDR Gold MiniShares Trust	-24.1%	80.14	8032026	105.54	3022026	154
SGOL	ETFS Physical Swiss Gold Shares	-12.1%	44.66	8032026	50.81	3022026	154
BAR	Direxion Daily Gold Bull 3X Shares	-15.6%	44.34	8032026	52.53	3022026	154
SLV	iShares Silver Trust	-38.3%	52.46	8032026	84.99	3012026	155
SIVR	ETFS Physical Silver Shares Trust ETF	-6.6%	83.39	8032026	89.26	3012026	155
PPLT	ETFS Physical Platinum Shares	-31.3%	14.76	8032026	21.47	3012026	155
CPER	United States Copper Index Fund ETV	-11.1%	33.33	8032026	37.48	2032026	181
PALL	ETFS Physical Palladium Shares	-29.8%	22.83	8032026	32.54	2242026	160
USO	United States Oil Fund LP	-20.2%	122.12	8032026	152.96	5192026	76
UNG	United States Natural Gas Fund LP	-25.2%	10.11	8032026	13.52	2052026	179
BNO	United States Brent Oil Fund LP ETV	-7.1%	55.85	8032026	60.13	5042026	91
IBIT	iShares Bitcoin Trust ETF	-22.2%	36.16	8032026	46.47	5112026	84
FBTC	Fidelity Wise Origin Bitcoin Fund	-22.1%	55.59	8032026	71.35	5112026	84
ETHA	iShares Ethereum Trust ETF	-23.2%	14.11	8032026	18.38	4192026	106

ETF Fund Flows

Largest fund inflows and outflows across ETFs, with the asset-allocation rotation they imply.

Net fund flows · as of 2026-07-31

Asset allocation rotation · Past week

Bond ETFs drew the largest net inflows (+$2.3B), followed by Equity (+$1.7B), while Cash (−$1.1B) and Commodity (−$538M) saw the largest outflows.
Within the mix, money rotated into Emerging Markets (+$3.7B) and out of US Large Cap Core (−$8.0B).
Relative to fund size, FINA drew the largest inflow (+28.8% of AUM) and KLMN the largest outflow (−17.5%).

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
1	EWY	iShares MSCI South Korea ETF	Equity Emerging Markets	+$1.79B	+7.9%
2	SOXX	iShares Semiconductor ETF	Equity Industry Subsector	+$1.74B	+3.9%
3	IEMG	iShares Core MSCI Emerging Markets ETF	Equity Emerging Markets	+$1.13B	+0.8%
4	HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Bond High Yield Corporate	+$982M	+5.9%
5	SCHD	Schwab U.S. Dividend Equity ETF	Equity Dividend Income	+$875M	+0.8%
6	SMH	VanEck Semiconductor ETF	Equity Industry Subsector	+$844M	+1.3%
7	VTI	Vanguard Total Stock Market ETF	Equity US Total Market	+$840M	+0.1%
8	AIQ	Global X - Artificial Intelligence & Technology ETF	Other	+$839M	+8.8%
9	VO	Vanguard Mid-Cap ETF	Equity US Mid Cap Core	+$697M	+0.7%
10	PAVE	Global X - U.S. Infrastructure Development ETF	Other	+$641M	+4.5%

#	Ticker	Name	Type	Net flow	% of AUM
1	FINA	Fidelity MSCI North American Subset Index ETF	Other	+$340M	+28.8%
2	TBLL	Invesco Short Term Treasury ETF	Other	+$270M	+9.9%
3	AIQ	Global X - Artificial Intelligence & Technology ETF	Other	+$839M	+8.8%
4	DTCR	Global X - Data Center & Digital Infrastructure ETF	Other	+$181M	+8.3%
5	EWY	iShares MSCI South Korea ETF	Equity Emerging Markets	+$1.79B	+7.9%
6	BKGI	BNY Mellon Global Infrastructure Income ETF	Other	+$84M	+6.5%
7	VFMO	Vanguard U.S. Momentum Factor ETF	Other	+$114M	+6.0%
8	EWT	iShares MSCI Taiwan ETF	Other	+$584M	+6.0%
9	HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Bond High Yield Corporate	+$982M	+5.9%
10	ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Other	+$76M	+5.7%

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
1	IVV	iShares Core S&P 500 ETF	Equity US Large Cap Core	-$4.39B	-0.5%
2	SPY	State Street SPDR S&P 500 ETF	Equity US Large Cap Core	-$3.49B	-0.4%
3	QQQ	Invesco QQQ Trust, Series 1	Equity US Nasdaq Growth	-$2.76B	-0.6%
4	IWM	iShares Russell 2000 ETF	Equity US Small Cap Core	-$1.14B	-1.4%
5	SGOV	iShares 0-3 Month Treasury Bond ETF	Cash	-$926M	-0.9%
6	RSP	Invesco S&P 500 Equal Weight ETF	Equity Factor Smart Beta	-$760M	-0.8%
7	LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Bond Intermediate Corporate	-$713M	-2.2%
8	IQMM	ProShares - GENIUS Money Market ETF	Other	-$476M	-2.7%
9	VOO	Vanguard S&P 500 ETF	Equity US Large Cap Core	-$474M	0.0%
10	BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Cash	-$407M	-0.9%

#	Ticker	Name	Type	Net flow	% of AUM
1	KLMN		Other	-$341M	-17.5%
2	USO	United States Oil Fund, LP	Commodity Energy	-$266M	-13.4%
3	FTXL	First Trust Nasdaq Semiconductor ETF	Other	-$159M	-12.4%
4	XHB	State Street SPDR S&P Homebuilders ETF	Other	-$154M	-10.8%
5	TAN	Invesco Solar ETF	Other	-$96M	-7.1%
6	LMUB	iShares Long-Term National Muni Bond ETF	Bond Municipal	-$112M	-7.0%
7	IYR	iShares U.S. Real Estate ETF	Real Estate	-$288M	-6.1%
8	KRE	State Street SPDR S&P Regional Banking ETF	Equity Industry Subsector	-$275M	-6.1%
9	RING	iShares MSCI Global Gold Miners ETF	Equity Industry Subsector	-$106M	-5.1%
10	FLIN	Franklin FTSE India ETF	Other	-$111M	-4.2%

Asset allocation rotation · Past month

Equity ETFs drew the largest net inflows (+$48.6B), followed by Bond (+$15.0B), with every major asset class in net inflows.
Within the mix, money rotated into US Large Cap Core (+$12.3B) and out of US Nasdaq Growth (−$4.5B).
Relative to fund size, BFLX drew the largest inflow (+56.5% of AUM) and FTXL the largest outflow (−37.4%).

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
1	SPY	State Street SPDR S&P 500 ETF	Equity US Large Cap Core	+$12.35B	+1.6%
2	VOO	Vanguard S&P 500 ETF	Equity US Large Cap Core	+$10.31B	+1.0%
3	SOXX	iShares Semiconductor ETF	Equity Industry Subsector	+$7.98B	+17.4%
4	EWY	iShares MSCI South Korea ETF	Equity Emerging Markets	+$5.93B	+26.4%
5	DRAM	Roundhill Memory ETF	Other	+$5.8B	+24.1%
6	SPYM	State Street SPDR Portfolio S&P 500 ETF	Equity US Large Cap Core	+$5.55B	+3.5%
7	VTI	Vanguard Total Stock Market ETF	Equity US Total Market	+$4.14B	+0.6%
8	EFV	iShares MSCI EAFE Value ETF	Equity International Developed Broad	+$3.61B	+13.1%
9	XLF	State Street Financial Select Sector SPDR ETF	Equity Broad Sector	+$3.39B	+6.1%
10	SCHD	Schwab U.S. Dividend Equity ETF	Equity Dividend Income	+$2.88B	+2.9%

#	Ticker	Name	Type	Net flow	% of AUM
1	BFLX	iShares Flexible Equity Active ETF	Other	+$884M	+56.5%
2	DFAL		Other	+$479M	+41.1%
3	ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Other	+$373M	+31.1%
4	IHE	iShares U.S. Pharmaceuticals ETF	Other	+$422M	+29.3%
5	EWY	iShares MSCI South Korea ETF	Equity Emerging Markets	+$5.93B	+26.4%
6	DFGP	Dimensional - Global Core Plus Fixed Income ETF	Other	+$873M	+26.1%
7	DRAM	Roundhill Memory ETF	Other	+$5.8B	+24.1%
8	IXC	iShares Global Energy ETF	Other	+$577M	+21.8%
9	FLKR	Franklin FTSE South Korea ETF	Other	+$257M	+20.2%
10	SOXX	iShares Semiconductor ETF	Equity Industry Subsector	+$7.98B	+17.4%

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
1	IVV	iShares Core S&P 500 ETF	Equity US Large Cap Core	-$16.45B	-1.9%
2	QQQ	Invesco QQQ Trust, Series 1	Equity US Nasdaq Growth	-$6.79B	-1.5%
3	IQMM	ProShares - GENIUS Money Market ETF	Other	-$3.05B	-16.7%
4	LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Bond Intermediate Corporate	-$1.7B	-4.9%
5	IWM	iShares Russell 2000 ETF	Equity US Small Cap Core	-$1.27B	-1.6%
6	IWD	iShares Russell 1000 Value ETF	Equity US Large Value	-$1.26B	-1.6%
7	SCZ	iShares MSCI EAFE Small-Cap ETF	Equity International Small Cap	-$1.05B	-7.9%
8	IWF	iShares Russell 1000 Growth ETF	Equity US Large Growth	-$1.01B	-0.8%
9	DIA	State Street SPDR Dow Jones Industrial Average ETF Trust	Equity US Large Concentrated	-$987M	-2.2%
10	KRE	State Street SPDR S&P Regional Banking ETF	Equity Industry Subsector	-$961M	-20.3%

#	Ticker	Name	Type	Net flow	% of AUM
1	FTXL	First Trust Nasdaq Semiconductor ETF	Other	-$864M	-37.4%
2	XHB	State Street SPDR S&P Homebuilders ETF	Other	-$581M	-34.0%
3	KLMN		Other	-$734M	-31.8%
4	DMXF	iShares ESG Advanced MSCI EAFE ETF	Other	-$275M	-23.6%
5	LCTU	iShares U.S. Carbon Transition Readiness Aware Active ETF	Other	-$278M	-22.9%
6	USO	United States Oil Fund, LP	Commodity Energy	-$450M	-20.6%
7	KRE	State Street SPDR S&P Regional Banking ETF	Equity Industry Subsector	-$961M	-20.3%
8	FXI	iShares China Large-Cap ETF	Equity Emerging Markets	-$781M	-18.2%
9	ITB	iShares U.S. Home Construction ETF	Other	-$406M	-17.4%
10	IQMM	ProShares - GENIUS Money Market ETF	Other	-$3.05B	-16.7%

Asset allocation rotation · Past 3 months

Equity ETFs drew the largest net inflows (+$182.8B), followed by Bond (+$66.9B), while Crypto (−$8.0B) and Commodity (−$4.9B) saw the largest outflows.
Within the mix, money rotated into US Large Cap Core (+$64.5B) and out of Gold (−$6.7B).
Relative to fund size, NASA drew the largest inflow (+127.7% of AUM) and FXN the largest outflow (−62.7%).

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
1	IVV	iShares Core S&P 500 ETF	Equity US Large Cap Core	+$39.78B	+4.7%
2	SPY	State Street SPDR S&P 500 ETF	Equity US Large Cap Core	+$24.55B	+3.2%
3	DRAM	Roundhill Memory ETF	Other	+$23.89B	+119.9%
4	SPYM	State Street SPDR Portfolio S&P 500 ETF	Equity US Large Cap Core	+$18.42B	+12.3%
5	VTI	Vanguard Total Stock Market ETF	Equity US Total Market	+$13.98B	+2.1%
6	SOXX	iShares Semiconductor ETF	Equity Industry Subsector	+$13.48B	+31.4%
7	SGOV	iShares 0-3 Month Treasury Bond ETF	Cash	+$13.16B	+13.8%
8	QQQM	Invesco NASDAQ 100 ETF	Equity US Nasdaq Growth	+$11.85B	+12.2%
9	BND	Vanguard Total Bond Market ETF	Bond US Aggregate Core	+$9.29B	+5.9%
10	QQQ	Invesco QQQ Trust, Series 1	Equity US Nasdaq Growth	+$9.25B	+1.9%

#	Ticker	Name	Type	Net flow	% of AUM
1	NASA	Tema Space Innovators ETF	Equity Thematic	+$1.7B	+127.7%
2	DRAM	Roundhill Memory ETF	Other	+$23.89B	+119.9%
3	ARKQ	ARK Autonomous Technology & Robotics ETF	Equity Thematic	+$2.3B	+106.1% ⚠
4	SNXX	Tradr 2X Long SNDK Daily ETF	Other	+$1.55B	+58.6% ⚠
5	FXL	First Trust Technology AlphaDEX Fund	Other	+$989M	+57.2%
6	FLKR	Franklin FTSE South Korea ETF	Other	+$640M	+56.3%
7	CORO	iShares International Country Rotation Active ETF	Equity International Broad	+$4.17B	+54.9%
8	IALT	iShares Systematic Alternatives Active ETF	Equity Asset Allocation	+$2.43B	+51.6% ⚠
9	TSPA	T. Rowe Price U.S. Equity Research ETF	Other	+$1.6B	+44.9%
10	CHPY	YieldMax Semiconductor Portfolio Option Income ETF	Other	+$472M	+44.3%

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
1	VOO	Vanguard S&P 500 ETF	Equity US Large Cap Core	-$19.56B	-2.0%
2	QUAL	iShares MSCI USA Quality Factor ETF	Equity Factor Smart Beta	-$6.31B	-13.7%
3	IBIT	iShares Bitcoin Trust ETF	Crypto	-$5.17B	-10.6%
4	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$4.82B	-38.3%
5	IQMM	ProShares - GENIUS Money Market ETF	Other	-$4.66B	-22.1%
6	IWM	iShares Russell 2000 ETF	Equity US Small Cap Core	-$3.84B	-4.8%
7	GLD	SPDR Gold Shares	Commodity Gold	-$3.8B	-2.8%
8	IAU	iShares Gold Trust	Commodity Gold	-$2.92B	-4.6%
9	IWF	iShares Russell 1000 Growth ETF	Equity US Large Growth	-$2.6B	-2.0%
10	XLE	State Street Energy Select Sector SPDR ETF	Equity Broad Sector	-$2.38B	-6.1%

#	Ticker	Name	Type	Net flow	% of AUM
1	FXN	First Trust Energy AlphaDEX Fund	Equity Broad Sector	-$731M	-62.7%
2	FTXL	First Trust Nasdaq Semiconductor ETF	Other	-$1.05B	-43.7%
3	EEMA	iShares MSCI Emerging Markets Asia ETF	Other	-$509M	-39.5%
4	VLUE	iShares MSCI USA Value Factor ETF	Equity Factor Smart Beta	-$4.82B	-38.3%
5	THRO	iShares U.S. Thematic Rotation Active ETF	Equity Thematic	-$2.23B	-34.4%
6	FXI	iShares China Large-Cap ETF	Equity Emerging Markets	-$1.58B	-31.1%
7	IYM	iShares U.S. Basic Materials ETF	Equity Broad Sector	-$347M	-25.2%
8	AKRE	Akre Focus ETF	Equity US Large Growth	-$1.4B	-24.9%
9	MAGS	Roundhill Magnificent Seven ETF	Equity US Large Concentrated	-$967M	-24.6%
10	ILF	iShares Latin America 40 ETF	Equity Emerging Markets	-$947M	-24.4%

Largest ETF fund flows across ~2566 funds (min AUM $100M). Net creations/redemptions; leveraged & inverse ETFs excluded. A ⚠ marks a day excluded as a suspected data error.

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About AOA

Holdings Count: 7
Expense Ratio: 0.19%
Inception Date: 2008-11-04

iShares Core 80/20 Aggressive Allocation ETF
The iShares Core 80/20 Aggressive Allocation ETF aims to mirror the investment performance of an index, which itself consists of a diversified portfolio of underlying stock and bond funds. This index is specifically formulated to represent an aggressive asset allocation strategy, suitable for those with a higher risk tolerance.
Asset Class: Multi-Asset | ETF Website

Recent Active Movers

Top Gainers

Ticker	Company	Category	1D Rtn	YTD Rtn
NASA	Tema Space Innovators ETF	Equity	5.7%	-9.2%
URA	Global X Uranium ETF	Equity	4.5%	-4.5%
MAGS	Roundhill Magnificent Seven ETF	Equity	3.7%	3.7%
XOVR	EntrepreneurShares Series Trust ERSha...	Equity	3.4%	-4.5%
ARKX	ARK Space & Defense Innovation ETF	Equity	3.2%	-9.5%
ARKK	ARK Innovation ETF	Equity	3.2%	-4.4%
AGIX	KraneShares Artificial Intelligence ETF	Equity	3.1%	20.2%
ARKQ	ARK Autonomous Technology & Robotics ETF	Equity	3.1%	3.5%
IGV	iShares Expanded Tech-Software Sector...	Equity	3.0%	-7.8%
MISL	First Trust Indxx Aerospace & Defense...	Equity	3.0%	3.6%

Top Losers

Ticker	Company	Category	1D Rtn	YTD Rtn
USO	United States Oil Fund LP	Commodity	-5.5%	76.6%
DBC	Invesco DB Commodity Index Tracking Fund	Commodity	-1.9%	29.2%
PDBC	Invesco Optimum Yield Diversified Com...	Commodity	-1.8%	30.2%
XOP	State Street SPDR S&P Oil & Gas Explo...	Equity	-1.8%	38.6%
PALL	ETFS Physical Palladium Shares	Commodity	-1.7%	-21.5%
PPLT	ETFS Physical Platinum Shares	Commodity	-1.3%	-20.8%
XLE	State Street Energy Select Sector SPD...	Equity	-1.3%	32.4%
HGER	Harbor Commodity All-Weather Strategy...	Commodity	-1.2%	27.9%
COMT	iShares GSCI Commodity Dynamic Roll S...	Commodity	-1.1%	29.7%
BCI	abrdn Bloomberg All Commodity Strateg...	Commodity	-1.0%	21.4%

Top Gainers

Ticker	Company	Category	1W Rtn	YTD Rtn
MAGS	Roundhill Magnificent Seven ETF	Equity	8.5%	3.7%
IGV	iShares Expanded Tech-Software Sector...	Equity	7.2%	-7.8%
XLY	State Street Consumer Discretionary S...	Equity	6.6%	-0.8%
KWEB	KraneShares CSI China Internet ETF	Equity	6.4%	-15.6%
BOTZ	Global X Funds Global X Robotics & Ar...	Equity	4.6%	-0.8%
IVW	iShares S&P 500 Growth ETF	Equity	4.5%	12.2%
SPYG	State Street SPDR Portfolio S&P 500 G...	Equity	4.5%	12.3%
VUG	Vanguard Growth ETF	Equity	4.4%	7.3%
MGK	Vanguard Mega Cap Growth ETF	Equity	4.4%	7.1%
AGIX	KraneShares Artificial Intelligence ETF	Equity	4.3%	20.2%

Top Losers

Ticker	Company	Category	1W Rtn	YTD Rtn
ETHA	iShares Ethereum Trust ETF	Cryptocurrency	-4.1%	-37.1%
XLU	State Street Utilities Select Sector ...	Equity	-2.9%	4.6%
EDV	Vanguard World Funds Extended Duratio...	Bond	-2.8%	-5.8%
PALL	ETFS Physical Palladium Shares	Commodity	-2.5%	-21.5%
ASHR	Xtrackers Harvest CSI 300 China A-Sha...	Equity	-2.4%	3.3%
USRT	iShares Core U.S. REIT ETF	Real Estate	-2.2%	19.7%
XBI	State Street SPDR S&P Biotech ETF	Equity	-2.2%	20.8%
USO	United States Oil Fund LP	Commodity	-2.1%	76.6%
SCHH	Schwab U.S. REIT ETF	Real Estate	-1.9%	16.9%
TLT	iShares 20+ Year Treasury Bond ETF	Bond	-1.9%	-3.6%

Top Gainers

Ticker	Company	Category	1M Rtn	YTD Rtn
USO	United States Oil Fund LP	Commodity	17.4%	76.6%
KWEB	KraneShares CSI China Internet ETF	Equity	15.0%	-15.6%
FXI	iShares China Large-Cap ETF	Equity	14.3%	-4.8%
XOP	State Street SPDR S&P Oil & Gas Explo...	Equity	12.7%	38.6%
XLE	State Street Energy Select Sector SPD...	Equity	10.5%	32.4%
ETHA	iShares Ethereum Trust ETF	Cryptocurrency	9.7%	-37.1%
FXN	First Trust Energy AlphaDEX Fund	Equity	8.9%	33.7%
PDBC	Invesco Optimum Yield Diversified Com...	Commodity	8.7%	30.2%
DBC	Invesco DB Commodity Index Tracking Fund	Commodity	8.7%	29.2%
HGER	Harbor Commodity All-Weather Strategy...	Commodity	7.1%	27.9%

Top Losers

Ticker	Company	Category	1M Rtn	YTD Rtn
NASA	Tema Space Innovators ETF	Equity	-21.7%	-9.2%
UNG	United States Natural Gas Fund LP	Commodity	-12.7%	-17.5%
EWY	iShares MSCI South Korea ETF	Equity	-11.0%	64.8%
SOXX	iShares Semiconductor ETF	Equity	-10.4%	68.7%
ARKK	ARK Innovation ETF	Equity	-9.5%	-4.4%
SOXQ	Invesco PHLX Semiconductor ETF	Equity	-9.4%	61.5%
LIT	Global X Lithium & Battery Tech ETF	Equity	-9.3%	7.0%
ICLN	iShares Global Clean Energy ETF	Equity	-8.5%	9.5%
XOVR	EntrepreneurShares Series Trust ERSha...	Equity	-8.4%	-4.5%
XBI	State Street SPDR S&P Biotech ETF	Equity	-8.2%	20.8%

Peer Comparisons

Peers to compare with:

Profile

	AOA	CGBL	AOR	AOM	AOK	DRSK	Median
Name	iShares Co.	Capital Gr.	RUA Life S.	iShares Co.	iShares Co.	Aptus Defi.
Asset Class	Equity	Equity	Equity	Equity	Equity	Equity	-
AUM ($ Bil)	3.1	7.1	3.6	1.7	0.8	1.5	2.4
Expense Ratio	0.19%	0.33%	0.20%	0.20%	0.20%	0.78%	0.20%
10-D Avg Volume (Mil)	0.11	2.06	0.32	0.15	0.19	0.11	0.17
Latest Day Volume (Mil)	0.08	1.16	0.34	0.09	0.08	-	0.09
Holdings Count	7	74	7	7	7	25	7
Inception Date	11/4/2008	9/26/2023	11/4/2008	11/4/2008	11/4/2008	8/6/2018	-

Fundamentals

	AOA	CGBL	AOR	AOM	AOK	DRSK	Median
Name	iShares Co.	Capital Gr.	RUA Life S.	iShares Co.	iShares Co.	Aptus Defi.
Net Asset Value	94.87	36.84	67.59	48.64	40.66	28.61	-
Premium/Discount	2.9%	2.1%	2.2%	1.5%	1.2%	0.1%	1.8%
Distribution Yield	2.1%	1.9%	2.6%	3.1%	3.4%	0.0%	2.3%
Sales Yield	-	-	-	-	-	-	-
Earnings Yield	-	-	-	-	-	-	-

Valuation

	AOA	CGBL	AOR	AOM	AOK	DRSK	Median
Name	iShares Co.	Capital Gr.	RUA Life S.	iShares Co.	iShares Co.	Aptus Defi.
P/S (TTM)	-	-	-	-	-	-	-
P/E (TTM)	-	-	-	-	-	-	-
P/FCF (TTM)	-	-	-	-	-	-	-
Forward P/E	-	-	-	-	-	-	-
Forward P/S	-	-	-	-	-	-	-

Risk

	AOA	CGBL	AOR	AOM	AOK	DRSK	Median
Name	iShares Co.	Capital Gr.	RUA Life S.	iShares Co.	iShares Co.	Aptus Defi.
Volatility (1Y)	11.5%	10.5%	9.2%	7.1%	6.0%	7.9%	8.6%
Volatility (3Y)	11.8%	11.1%	9.4%	7.4%	6.4%	7.9%	8.7%
Volatility (5Y)	13.1%	11.1%	10.7%	8.2%	7.2%	7.5%	9.4%
Beta (1Y)	0.85	0.75	0.67	0.49	0.40	0.39	0.58
Beta (3Y)	0.75	0.68	0.58	0.42	0.33	0.29	0.50
Beta (5Y)	0.74	0.68	0.58	0.42	0.33	0.22	0.50
Sharpe Ratio (1Y)	1.55	1.27	1.52	1.41	1.41	0.45	1.41
Sharpe Ratio (3Y)	1.29	1.51	1.32	1.31	1.31	1.00	1.31
Sharpe Ratio (5Y)	0.71	1.51	0.65	0.56	0.49	0.32	0.60
Max Drawdown (1Y)	-8.2%	-7.9%	-6.6%	-5.1%	-4.5%	-7.2%	-6.9%
Max Drawdown (3Y)	-12.9%	-11.7%	-9.8%	-6.7%	-6.2%	-9.3%	-9.5%
Max Drawdown (5Y)	-23.6%	-11.7%	-21.7%	-20.0%	-18.9%	-19.9%	-19.9%

Returns

	AOA	CGBL	AOR	AOM	AOK	DRSK	Median
Name	iShares Co.	Capital Gr.	RUA Life S.	iShares Co.	iShares Co.	Aptus Defi.
1M Return	0.6%	-0.3%	-0.3%	0.0%	-0.4%	-0.3%	-0.3%
3M Return	3.0%	2.6%	1.9%	0.9%	0.7%	0.1%	1.4%
6M Return	6.6%	4.8%	4.6%	2.6%	2.1%	1.7%	3.6%
YTD Return	9.3%	6.9%	6.7%	4.1%	3.6%	1.4%	5.4%
1Y Return	18.7%	13.6%	14.5%	10.3%	8.7%	3.4%	12.0%
2Y Return	35.6%	30.6%	28.1%	20.7%	17.6%	12.3%	24.4%
3Y Return	54.9%	-	43.6%	32.9%	27.9%	25.8%	32.9%

Short Interest

Short Interest: As Of Date	7152026
Short Interest: Shares Quantity	0.1 Mil
Short Interest: % Change Since 6302026	-13.5%
Average Daily Volume	0.1 Mil
Days-to-Cover Short Interest	1

External Quote Links

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1	TradingView	Morningstar
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3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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iShares Core 80/20 Aggressive Allocation ETF (AOA)

Market Price (8/4/2026): $97.18

iShares Core 80/20 Aggressive Allocation ETF (AOA)

Market Price (8/4/2026): $97.18

Key Takeaways

Price Chart

Asset Allocation with AOA

Valuation & Yield

Top 20 Holdings for AOA

Performance for AOA Top Holdings

Guidance Updates for AOA Top Holdings

Return vs. Risk

Price Returns Compared

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In The Past

Preserve Wealth

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In The Past

Preserve Wealth

Asset Allocation

AOA Dip Buy History

Current Dip Buy Opportunities Across ETFs

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Asset allocation rotation · Past week

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Asset allocation rotation · Past 3 months

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