Compare AU
Compare BAOR vs. GPEQ
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 GPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $993.50 | $807.87 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,344.22 |
Average age group | N/A | > 35 |
Key Summary
BAOR | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 54.15m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | 3i Group Ord (9.90 %) Ares Management Corp Ordinary Shares - Class A (6.73 %) Apollo Global Management Inc Class A (6.60 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 1.1 % | 0.65 % |
Key Summary
BAOR | GPEQ | |
|---|---|---|
Issuer | AORIS | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.65 % |
Price | $2.60 | $23.58 |
Size | N/A | $53.293 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 1.49 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $993.50 | $807.87 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,344.22 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | GPEQ | |
|---|---|---|
Pros |
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Cons |
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BAOR | GPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |