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Compare BAOR vs. BSUB
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 Betashares Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $1,096.75 | $10,061.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,030.26 | $34,232.40 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 758.5m in AUM and 13 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Diploma PLC (9.55 %) Visa Inc Class A (8.67 %) Experian PLC (7.90 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.2699% JAN-34 (9.83 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.8442% JAN-35 (9.05 %) COMMONWEALTH BANK OF AUSTRALIA 7.1318% NOV-32 (8.51 %) |
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 % | 0.29 % |
Key Summary
BAOR | BSUB | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.29 % |
Price | $2.31 | $25.69 |
Size | N/A | $772.185 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.53 % | 3.50 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $1,096.75 | $10,061.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,030.26 | $34,232.40 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | BSUB | |
|---|---|---|
Pros |
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Cons |
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BAOR | BSUB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |