iShares Core 80/20 Aggressive Allocation ETF (AOA)
Market Price (9/5/2026): $100.38
iShares Core 80/20 Aggressive Allocation ETF (AOA)
Market Price (9/5/2026): $100.38
Key Takeaways
- AOA has returned +11.4% YTD vs +13.3% for SPY; +17.6% over the past 12 months (SPY +19.7%). details →
- Priced in gold, AOA has returned -30.5% over the past 3 years, vs +60.8% in dollars — its dollar gains have lagged gold. details →
- Over the past month, AOA has seen net inflows of +$30M (+0.9% of assets). details →
- AOA is trading at an all-time high. details →
- AOA's +11.4% YTD is ahead of its typical pace — it averaged +6.8% at this point (September 4) over the past 5 years. details →
Asset Allocation with AOA
Top 20 Holdings for AOA
Total Weights Top 5: 12.4% | Top 10: 17.4% | Top 20: 23.3%
| Holding | ETF Weight | |
|---|---|---|
| NVIDIA | 3.56% | |
| APPLE | 3.14% | |
| MICROSOFT | 2.52% | |
| AMAZON.COM INC | 1.76% | |
| ALPHABET CLASS A | 1.40% | |
| BROADCOM INC | 1.17% | |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 1.16% | |
| ALPHABET CLASS C | 1.12% | |
| META PLATFORMS CLASS A | 0.86% | |
| MICRON TECHNOLOGY | 0.73% | |
| BLK Liquidity Temp Cash Inst #21 | 0.69% | |
| TESLA INC | 0.68% | |
| ELI LILLY | 0.67% | |
| JPMORGAN CHASE & CO | 0.66% | |
| BERKSHIRE HATHAWAY INC CLASS B | 0.64% | |
| SAMSUNG ELECTRONICS LTD | 0.54% | |
| ADVANCED MICRO DEVICES | 0.54% | |
| ASML HOLDING | 0.52% | |
| EXXONMOBIL HOLDINGS CORP | 0.46% | |
| JOHNSON & JOHNSON | 0.45% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AOA Return | 15% | -16% | 18% | 14% | 20% | 11% | 73% |
| Peers Return | 6% | -13% | 10% | 11% | 13% | 5% | 33% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| AOA Win Rate | 75% | 42% | 58% | 75% | 92% | 67% | |
| Peers Win Rate | 71% | 31% | 55% | 73% | 83% | 67% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
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 9/4/2026 (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.
Results as of 8312026.How Low Can It Go
| 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 |
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 |
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.
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 |
|---|---|---|---|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth ETF | -5.4% | 139.69 | 9042026 | 147.70 | 8172026 | 18 |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | -8.3% | 34.20 | 9042026 | 37.30 | 6222026 | 74 |
| EWY | iShares MSCI South Korea ETF | -13.8% | 188.87 | 9042026 | 219.20 | 6212026 | 75 |
| EWZ | iShares MSCI Brazil ETF | -9.3% | 37.86 | 9042026 | 41.73 | 4142026 | 143 |
| FXI | iShares China Large-Cap ETF | -6.2% | 35.88 | 9042026 | 38.26 | 5132026 | 114 |
| ILF | iShares Latin America 40 ETF | -5.3% | 36.07 | 9042026 | 38.10 | 4142026 | 143 |
| KWEB | KraneShares CSI China Internet ETF | -15.9% | 26.05 | 9042026 | 30.99 | 3102026 | 178 |
| MTUM | iShares MSCI USA Momentum Factor ETF | -11.7% | 304.86 | 9042026 | 345.22 | 6222026 | 74 |
| SPHQ | Invesco S&P 500 Quality ETF | -5.3% | 85.32 | 9042026 | 90.10 | 6302026 | 66 |
| SPMO | Invesco S&P 500 Momentum ETF | -7.4% | 149.72 | 9042026 | 161.66 | 6222026 | 74 |
| URA | Global X Uranium ETF | -20.9% | 46.06 | 9042026 | 58.26 | 5062026 | 121 |
| BOTZ | Global X Funds Global X Robotics & Artificial Intelligence ETF | -13.6% | 35.95 | 9042026 | 41.63 | 5132026 | 114 |
| ROBO | ROBO Global Robotics & Automation Index ETF | -10.8% | 80.57 | 9042026 | 90.34 | 6022026 | 94 |
| LIT | Global X Lithium & Battery Tech ETF | -19.0% | 74.18 | 9042026 | 91.62 | 5112026 | 116 |
| ICLN | iShares Global Clean Energy ETF | -25.2% | 17.77 | 9042026 | 23.75 | 6022026 | 94 |
| ARKQ | ARK Autonomous Technology & Robotics ETF | -15.0% | 122.25 | 9042026 | 143.82 | 5282026 | 99 |
| ARKX | ARK Space & Defense Innovation ETF | -14.6% | 32.22 | 9042026 | 37.74 | 5282026 | 99 |
| NASA | Tema Space Innovators ETF | -43.9% | 23.52 | 9042026 | 41.89 | 5272026 | 100 |
| AGIX | KraneShares Artificial Intelligence ETF | -7.0% | 45.93 | 9042026 | 49.40 | 6012026 | 95 |
| XLK | State Street Technology Select Sector SPDR ETF | -5.5% | 187.28 | 9042026 | 198.21 | 6022026 | 94 |
| XLI | State Street Industrial Select Sector SPDR ETF | -6.0% | 175.27 | 9042026 | 186.51 | 8162026 | 19 |
| XLC | State Street Communication Services Select Sector SPDR ETF | -5.9% | 112.03 | 9042026 | 119.10 | 4192026 | 138 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | -5.9% | 114.91 | 9042026 | 122.06 | 5282026 | 99 |
| XLU | State Street Utilities Select Sector SPDR ETF | -8.6% | 43.08 | 9042026 | 47.15 | 4092026 | 148 |
| IYJ | iShares U.S. Industrials ETF | -5.2% | 161.10 | 9042026 | 169.86 | 8042026 | 31 |
| SMH | VanEck Semiconductor ETF | -15.2% | 567.01 | 9042026 | 668.91 | 6222026 | 74 |
| SOXX | iShares Semiconductor ETF | -20.6% | 519.86 | 9042026 | 655.01 | 6222026 | 74 |
| ITA | iShares U.S. Aerospace & Defense ETF | -10.9% | 225.61 | 9042026 | 253.22 | 8162026 | 19 |
| IGV | iShares Expanded Tech-Software Sector ETF | -5.2% | 104.57 | 9042026 | 110.32 | 8272026 | 8 |
| IYT | iShares U.S. Transportation ETF | -6.5% | 84.17 | 9042026 | 90.01 | 7162026 | 50 |
| MISL | First Trust Indxx Aerospace & Defense ETF | -12.0% | 43.53 | 9042026 | 49.46 | 3092026 | 179 |
| RING | iShares MSCI Global Gold Miners ETF | -6.2% | 87.40 | 9042026 | 93.17 | 8252026 | 10 |
| SOXQ | Invesco PHLX Semiconductor ETF | -19.7% | 92.40 | 9042026 | 115.11 | 6222026 | 74 |
| TLT | iShares 20+ Year Treasury Bond ETF | -6.1% | 82.21 | 9042026 | 87.52 | 3092026 | 179 |
| SPTL | State Street SPDR Portfolio Long Term Treasury ETF | -5.3% | 25.12 | 9042026 | 26.52 | 3092026 | 179 |
| EDV | Vanguard World Funds Extended Duration ETF | -8.9% | 60.29 | 9042026 | 66.20 | 3092026 | 179 |
| GSG | iShares GSCI Commodity | -5.8% | 30.01 | 9042026 | 31.85 | 3182026 | 170 |
| GLD | SPDR Gold Trust | -14.9% | 406.77 | 9042026 | 477.86 | 3102026 | 178 |
| IAU | iShares Gold Trust | -14.1% | 84.10 | 9042026 | 97.85 | 3102026 | 178 |
| GLDM | SPDR Gold MiniShares Trust | -14.7% | 87.73 | 9042026 | 102.89 | 3102026 | 178 |
| SGOL | ETFS Physical Swiss Gold Shares | -9.8% | 44.66 | 9042026 | 49.53 | 3102026 | 178 |
| BAR | Direxion Daily Gold Bull 3X Shares | -13.4% | 44.34 | 9042026 | 51.20 | 3102026 | 178 |
| SLV | iShares Silver Trust | -24.4% | 60.55 | 9042026 | 80.09 | 3102026 | 178 |
| PPLT | ETFS Physical Platinum Shares | -17.5% | 16.50 | 9042026 | 20.00 | 3102026 | 178 |
| CPER | United States Copper Index Fund ETV | -7.7% | 33.33 | 9042026 | 36.12 | 3112026 | 177 |
| PALL | ETFS Physical Palladium Shares | -17.4% | 25.31 | 9042026 | 30.64 | 3092026 | 179 |
| USO | United States Oil Fund LP | -7.2% | 141.96 | 9042026 | 152.96 | 5192026 | 108 |
| UNG | United States Natural Gas Fund LP | -19.0% | 10.56 | 9042026 | 13.04 | 3122026 | 176 |
| BNO | United States Brent Oil Fund LP ETV | -7.1% | 55.85 | 9042026 | 60.13 | 5042026 | 123 |
| SCHH | Schwab U.S. REIT ETF | -5.7% | 23.45 | 9042026 | 24.86 | 7262026 | 40 |
| REET | iShares Global REIT ETF | -5.2% | 27.40 | 9042026 | 28.89 | 7262026 | 40 |
| USRT | iShares Core U.S. REIT ETF | -6.4% | 65.34 | 9042026 | 69.82 | 7262026 | 40 |
ETF Fund Flows
Largest fund inflows and outflows across ETFs, with the asset-allocation rotation they imply.
Asset allocation rotation · Past month
- Bond ETFs drew the largest net inflows (+$20.0B), followed by Equity (+$18.3B), while Real Estate (−$250M) saw the largest outflows.
- Within the mix, money rotated into US Nasdaq Growth (+$11.0B) and out of Intermediate Treasury (−$8.7B).
- Relative to fund size, CNEQ drew the largest inflow (+88.0% of AUM) and USO the largest outflow (−22.7%).
| # | Ticker | Name | Net flow | % of AUM |
|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | +$33.91B | +3.3% |
| 2 | QQQ | Invesco QQQ Trust, Series 1 | +$7.79B | +1.6% |
| 3 | SGOV | iShares 0-3 Month Treasury Bond ETF | +$7.42B | +7.1% |
| 4 | GLD | SPDR Gold Shares | +$6.02B | +4.1% |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +$6.0B | +12.9% |
| 6 | VGSH | Vanguard Short-Term Treasury ETF | +$4.71B | +15.3% |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | +$3.89B | +3.5% |
| 8 | AVLV | Avantis U.S. Large Cap Value ETF | +$3.38B | +16.0% |
| 9 | IBIT | iShares Bitcoin Trust ETF | +$3.19B | +5.8% |
| 10 | QQQM | Invesco NASDAQ 100 ETF | +$3.19B | +3.1% |
| # | Ticker | Name | Net flow | % of AUM |
|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | -$38.36B | -4.3% |
| 2 | IEF | iShares 7-10 Year Treasury Bond ETF | -$4.87B | -11.3% |
| 3 | SPY | State Street SPDR S&P 500 ETF | -$4.3B | -0.5% |
| 4 | XLF | State Street Financial Select Sector SPDR ETF | -$4.02B | -7.2% |
| 5 | LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | -$2.52B | -7.7% |
| 6 | VGIT | Vanguard Intermediate-Term Treasury ETF | -$2.37B | -5.6% |
| 7 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | -$2.28B | -13.5% |
| 8 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | -$1.78B | -3.9% |
| 9 | GOVT | iShares U.S. Treasury Bond ETF | -$1.73B | -4.0% |
| 10 | SOXX | iShares Semiconductor ETF | -$1.62B | -3.8% |
Largest ETF fund flows across ~2629 funds (min AUM $100M). Net creations/redemptions; leveraged & inverse ETFs excluded. A ⚠ marks a day excluded as a suspected data error.
About AOA
| Holdings Count: 7Expense Ratio: 0.19%Inception Date: 2008-11-03 | iShares Core 80/20 Aggressive Allocation ETFThe iShares Core 80/20 Aggressive Allocation ETF aims to mirror the investment performance of an index, which itself consists of a diversified portfolio of underlying stock and bond funds. This index is specifically formulated to represent an aggressive asset allocation strategy, suitable for those with a higher risk tolerance.Asset Class: Multi-Asset | ETF Website |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Profile
| Median | |
|---|---|
| Name | |
| Asset Class | - |
| AUM ($ Bil) | 2.5 |
| Expense Ratio | 0.20% |
| 10-D Avg Volume (Mil) | 0.15 |
| Latest Day Volume (Mil) | 0.04 |
| Holdings Count | 7 |
| Inception Date | - |
Fundamentals
| Median | |
|---|---|
| Name | |
| Net Asset Value | - |
| Premium/Discount | 0.5% |
| Distribution Yield | 2.3% |
| Sales Yield | - |
| Earnings Yield | - |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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