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Compare BAOR vs. AUMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aoris Int Fund (Class B) (Unhedged) Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BAOR and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BAOR

AUMF

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$993.50

$139.70

Median investment frequency

Daily

Monthly

Median total investment

$0

$2,728.44

Average age group

N/A

26 - 35


Key Summary

BAOR

AUMF

Strategy

BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed.

AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 82.72m in AUM and 120 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints.

Top 3 holdings

Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %)

COMMONWEALTH BANK OF AUSTRALIA (8.65 %)

BHP GROUP LTD (6.51 %)

RIO TINTO LTD (3.83 %)

Top 3 industries

Financials (27.16 %)

Materials (20.85 %)

Industrials (11.08 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Management fee

1.1 %

0.3 %


Key Summary

BAOR

AUMF

Issuer

AORIS

iShares

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

1.1 %

0.3 %

Price

$2.47

$34.98

Size

N/A

$88.967 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

1.95 %

5.35 %

Market

ASX

ASX

First listed date

30/04/2023

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

BAOR

AUMF

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$993.50

$139.70

Median investment frequency

Daily

Monthly

Median total investment

$0

$2,728.44

Average age group

N/A

26 - 35


Pros and Cons

BAOR

AUMF

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BAOR

AUMF

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield