Compare AU
Compare BAOR vs. INCM
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 INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $993.50 | $1,746.75 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $4,778.70 |
Average age group | N/A | > 35 |
Key Summary
BAOR | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | MSCI WORLD INDEX JUN25 (0 %) CHORD ENERGY CORP (2.73 %) VERIZON COMMUNICATIONS INC (2.45 %) |
Top 3 industries | Other (29.86 %) Utilities (21.50 %) Consumer Staples (15.09 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 1.1 % | 0.45 % |
Key Summary
BAOR | INCM | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.45 % |
Price | $2.60 | $18.82 |
Size | N/A | $46.250 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 4.08 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $993.50 | $1,746.75 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $4,778.70 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | INCM | |
|---|---|---|
Pros |
| |
Cons |
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BAOR | INCM |
|---|---|
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 |