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Compare BAOR vs. HBRD
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 HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 47 |
Median incremental investment | $821.75 | $1,002.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $818.12 | $2,773.80 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | HBRD | |
|---|---|---|
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. | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. |
Top 3 holdings | Visa Inc Class A (8.48 %) Compass Group PLC (8.17 %) Diploma PLC (8.07 %) | Betashares Australian Credit Income Active ETF (100 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | |
Management fee | 1.1 % | 0.55 % |
Key Summary
BAOR | HBRD | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.55 % |
Price | $2.26 | $10.05 |
Size | N/A | $2.473 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.53 % | 3.81 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 47 |
Median incremental investment | $821.75 | $1,002.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $818.12 | $2,773.80 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | HBRD | |
|---|---|---|
Pros |
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Cons |
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BAOR | HBRD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |