AOAiShares Core 80/20 Aggressive Allocation ETF

Grow my money#200 of 2944 for Grow my money

Seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy.

iShares · Since 2008 (17 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$2.8B

#545 out of 5,332 ETFs

Dividend Yield

2.21%

Track Record

17 years

#638 out of 5,332 ETFs

Performance

1 Year

+26.5%

3 Years

+17.2%

5 Years

+8.7%

What's inside

Asset class

mixed asset

Strategy

index tracking

Asset allocation

Stocks

79.7%

Bonds

19.6%

Cash

0.6%

Other

0.0%

Sector breakdown

Technology

25.3%

Financial Services

16.6%

Industrials

12.1%

Consumer Cyclical

9.6%

Healthcare

8.8%

Communication

7.8%

Consumer Defensive

5.3%

Energy

4.8%

Other

9.7%

Top holdings

iShares Core S&P 500 ETFIVV44.5%

iShares Core MSCI Intl Dev Mkts ETFIDEV22.6%

iShares Core Universal USD Bond ETFIUSB16.9%

iShares Core MSCI Emerging Markets ETFIEMG9.1%

iShares Core International Aggt Bd ETFIAGG2.9%

iShares Core S&P Mid-Cap ETFIJH2.6%

iShares Core S&P Small-Cap ETFIJR1.2%

BlackRock Cash Funds Treasury SL AgencyXTSLA0.1%

Risk profile

Volatility (1Y)

10.6%

Moderate

Max drawdown

-28.4%

Worst peak-to-trough loss

Sharpe (3Y)

1.13

Excellent risk-adjusted returns

Sortino (3Y)

1.67

Good downside protection

Bond profile

Credit ratings

US Government

9.7%

AAA

100.0%

Similar ETFs

AOK

iShares Core 30/70 Conservative Allocation ETF

TER 0.15%3Y +9.0%

Get income

AOM

iShares Core 40/60 Moderate Allocation ETF

TER 0.15%3Y +10.7%

Grow my money

AOR

iShares Core 60/40 Balanced Allocation ETF

TER 0.15%3Y +13.9%