Back
Compare AU
Compare BAOR vs. EIGA
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 Perennial Income Generator Active ETF (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 57 |
Median incremental investment | $993.50 | $548.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $794.61 | $1,198.80 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Microsoft Corp (9.75 %) Halma PLC (9.54 %) Amphenol Corp Class A (8.50 %) | BHP Group Ltd (10.83 %) Commonwealth Bank of Australia (7.45 %) CSL Ltd (6.98 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 1.1 % | 0.8 % |
Key Summary
BAOR | EIGA | |
|---|---|---|
Issuer | AORIS | Perennial |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.8 % |
Price | $2.43 | $3.70 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 5.42 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 57 |
Median incremental investment | $993.50 | $548.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $794.61 | $1,198.80 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | EIGA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BAOR | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |