Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Compare AU

Compare BAOR vs. IHVV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aoris Int Fund (Class B) (Unhedged) Active ETF

ASX

Buy

Buy

iShares S&P 500 Aud Hedged ETF

ASX

Overview
Performance

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 IHVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BAOR

IHVV

Popularity

Low

Low

Pearlers invested

1

199

Median incremental investment

$993.50

$1,502.95

Median investment frequency

Daily

Monthly

Median total investment

$0

$3,004.86

Average age group

N/A

> 35


Key Summary

BAOR

IHVV

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.

IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities.

Top 3 holdings

Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (94.52 %)

Management fee

1.1 %

0.1 %


Key Summary

BAOR

IHVV

Issuer

AORIS

iShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

1.1 %

0.1 %

Price

$2.47

$49.26

Size

N/A

$2.196 billion

10Y return

N/A

87.04 %

Annual dividend/β€Šdistribution yield (5Y)

1.95 %

51.08 %

Market

ASX

ASX

First listed date

30/04/2023

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

BAOR

IHVV

Popularity

Low

Low

Pearlers invested

1

199

Median incremental investment

$993.50

$1,502.95

Median investment frequency

Daily

Monthly

Median total investment

$0

$3,004.86

Average age group

N/A

> 35


Pros and Cons

BAOR

IHVV

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BAOR

IHVV

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield