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Compare BAOR vs. ESTX
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 Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 117 |
Median incremental investment | $993.50 | $1,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $706.32 | $4,631.34 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | ESTX | |
|---|---|---|
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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) | ASML Holding NV (10.23 %) Siemens AG (4.21 %) SAP SE (3.94 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 1.1 % | 0.35 % |
Key Summary
BAOR | ESTX | |
|---|---|---|
Issuer | AORIS | ETFS |
Tracking index | Euro STOXX 50 | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.35 % |
Price | $2.16 | $110.27 |
Size | N/A | $443.420 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 3.14 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 117 |
Median incremental investment | $993.50 | $1,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $706.32 | $4,631.34 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | ESTX | |
|---|---|---|
Pros |
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Cons |
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BAOR | ESTX |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |