Compare AU
Compare BAOR vs. GIVE
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 are a popular choice. Two options in the ASX are BAOR and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $523.25 |
Median investment frequency | Daily | Quarterly |
Median total investment | $0 | $815.00 |
Average age group | N/A | 26 - 35 |
Key Summary
BAOR | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | Perpetual Esg Australian Share Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.65 % |
Key Summary
BAOR | GIVE | |
|---|---|---|
Issuer | AORIS | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.65 % |
Price | $2.60 | $3.26 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 1.95 % | 6.02 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $523.25 |
Median investment frequency | Daily | Quarterly |
Median total investment | $0 | $815.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
BAOR | GIVE | |
|---|---|---|
Pros |
| |
Cons |
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BAOR | GIVE |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |