Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are BAOR and ESTX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 83 |
Median incremental investment | $993.50 | $1,015.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,710.80 |
Average age group | N/A | > 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. The ETF currently has 212.53m in AUM and 51 holdings. 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 | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | ASML Holding NV (6.85 %) SAP SE (6.82 %) Siemens AG (4.01 %) |
Top 3 industries | Information Technology (32.70 %) Industrials (18.44 %) Financials (9.49 %) | |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | |
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 | $2.47 | $100.40 |
Size | N/A | $230.185 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 3.24 % |
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 | 1 | 83 |
Median incremental investment | $993.50 | $1,015.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,710.80 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | ESTX | |
|---|---|---|
Pros |
| |
Cons |
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BAOR | ESTX |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |