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Upturn AI SWOT - About
iShares Core Aggressive Allocation ETF (AOA)
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Upturn Advisory Summary
04/01/2025: AOA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.43% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 87668 | Beta 1.14 | 52 Weeks Range 68.43 - 80.05 | Updated Date 04/2/2025 |
52 Weeks Range 68.43 - 80.05 | Updated Date 04/2/2025 |
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 asset allocation with a high allocation to equities. It aims for an aggressive growth strategy suitable for investors with a higher risk tolerance.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and proven track record in the ETF market.
Management Expertise
BlackRock has extensive experience managing a wide range of ETFs and employs a skilled team of investment professionals.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a fund-of-funds strategy, investing in a portfolio of other iShares ETFs to achieve a specific asset allocation target.
Composition The ETF primarily holds stocks and bonds through underlying iShares ETFs, with a significantly higher weighting towards equity ETFs.
Market Position
Market Share: AOA's market share is difficult to isolate precisely, as it competes within the broader asset allocation ETF category.
Total Net Assets (AUM): 1860000000
Competitors
Key Competitors
- Vanguard Total World Stock ETF (VT)
- Vanguard Growth ETF (VUG)
- Schwab Total Stock Market ETF (SCHB)
Competitive Landscape
The competitive landscape is characterized by large asset managers offering diversified ETF products. AOA competes on the basis of its simplicity, offering an all-in-one solution. AOA's advantage lies in BlackRock's brand and established ETF lineup, while disadvantages may include its higher expense ratio compared to some individual asset class ETFs.
Financial Performance
Historical Performance: Past performance does not guarantee future results, and can be sourced from the official fund factsheet.
Benchmark Comparison: The ETF's performance should be compared to a custom benchmark reflecting its asset allocation targets, such as a blend of global stock and bond indexes.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, indicating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good trading efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and global market sentiment all impact the ETF's underlying asset classes.
Growth Trajectory
The ETF's growth is dependent on its ability to attract investors seeking a convenient, diversified, and aggressive asset allocation strategy.
Moat and Competitive Advantages
Competitive Edge
AOA's competitive edge lies in its simplicity and broad diversification. It provides investors with a single ETF solution that automatically rebalances to maintain its target asset allocation. This is particularly attractive to investors who prefer a hands-off approach to portfolio management and want a globally diversified portfolio in a single ticker.
Risk Analysis
Volatility
The ETF's volatility is expected to be higher than more conservative allocation ETFs, reflecting its higher allocation to equities.
Market Risk
Market risk is the primary risk, reflecting the potential for losses due to declines in the value of its underlying stock and bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon and a high risk tolerance who seeks capital appreciation through a diversified portfolio.
Market Risk
The ETF is best suited for long-term investors who are comfortable with market fluctuations and are looking for a simple, diversified investment solution.
Summary
The iShares Core Aggressive Allocation ETF (AOA) is designed for investors seeking long-term growth through a diversified portfolio with a strong emphasis on equities. It provides a convenient, all-in-one solution, automatically rebalancing to maintain its target asset allocation. While the expense ratio is slightly higher than some individual asset class ETFs, the convenience and diversification benefits can be appealing. Its performance is subject to market fluctuations and is best suited for those with a higher risk tolerance and long-term investment horizon.
Similar Companies
- AOM
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Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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.
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