Compare AU
Compare BAOR vs. HVLU
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 HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $993.50 | $6,000.00 |
Median investment frequency | Daily | Weekly |
Median total investment | $0 | $25,486.80 |
Average age group | N/A | > 35 |
Key Summary
BAOR | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.29 % |
Key Summary
BAOR | HVLU | |
|---|---|---|
Issuer | AORIS | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.29 % |
Price | $2.47 | $26.80 |
Size | N/A | $29.440 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 1.95 % | 0.78 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $993.50 | $6,000.00 |
Median investment frequency | Daily | Weekly |
Median total investment | $0 | $25,486.80 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | HVLU | |
|---|---|---|
Pros |
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Cons |
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BAOR | HVLU |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |