Compare AU
Compare BAOR vs. GOAT
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 GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $993.50 | $693.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,333.25 |
Average age group | N/A | > 35 |
Key Summary
BAOR | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 51.25m in AUM and 65 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | Allegro.EU SA Ordinary Shares (2.48 %) Anheuser-Busch InBev SA/NV (2.41 %) Huntington Ingalls Industries Inc (2.40 %) |
Top 3 industries | Consumer Staples (39.30 %) Industrials (21.59 %) Other (19.42 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 1.1 % | 0.55 % |
Key Summary
BAOR | GOAT | |
|---|---|---|
Issuer | AORIS | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.55 % |
Price | $2.60 | $27.79 |
Size | N/A | $50.984 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 2.60 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $993.50 | $693.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,333.25 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | GOAT | |
|---|---|---|
Pros |
| |
Cons |
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BAOR | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |