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Compare BAOR vs. BOND
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR) and the State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 11 |
Median incremental investment | $1,096.75 | $516.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $981.20 | $583.28 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | BOND | |
|---|---|---|
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. | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 50.37m in AUM and 257 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. |
Top 3 holdings | Diploma PLC (9.55 %) Visa Inc Class A (8.67 %) Experian PLC (7.90 %) | Australia (Commonwealth of) 3.75% (1.69 %) Australia (Commonwealth of) 4.25% (1.69 %) Australia (Commonwealth of) 4.75% (1.26 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | |
Management fee | 1.1 % | 0.1 % |
Key Summary
BAOR | BOND | |
|---|---|---|
Issuer | AORIS | SPDR |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.1 % |
Price | $2.20 | $25.36 |
Size | N/A | $51.431 million |
10Y return | N/A | -5.44 % |
Annual distribution yield (5Y) | 6.04 % | 1.53 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 11 |
Median incremental investment | $1,096.75 | $516.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $981.20 | $583.28 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | BOND | |
|---|---|---|
Pros |
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Cons |
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BAOR | BOND |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |