Compare AU
Compare BAOR vs. AUMF
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | 5 |
Median incremental investment | $993.50 | $141.48 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $1,503.47 |
Average age group | N/A | > 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 90.31m in AUM and 119 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 | $2.60 | $36.67 |
Size | N/A | $90.063 million |
10Y return | N/A | N/A |
Annual dividend/ distribution 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 | 5 |
Median incremental investment | $993.50 | $141.48 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $1,503.47 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | AUMF | |
|---|---|---|
Pros |
| |
Cons |
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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 |