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Compare BAOR vs. HQUS
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR) and the Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 10 |
Median incremental investment | $993.50 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $781.53 | $4,024.82 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | HQUS | |
|---|---|---|
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. | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | Microsoft Corp (9.75 %) Halma PLC (9.54 %) Amphenol Corp Class A (8.50 %) | BetaShares S&P 500 Equal Weight ETF (100.00 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | ||
Management fee | 1.1 % | 0.29 % |
Key Summary
BAOR | HQUS | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.29 % |
Price | $2.39 | $44.97 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 1.35 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 10 |
Median incremental investment | $993.50 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $781.53 | $4,024.82 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | HQUS | |
|---|---|---|
Pros |
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Cons |
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BAOR | HQUS |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |