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Compare BAOR vs. IXJ
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 iShares Global Healthcare ETF (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 361 |
Median incremental investment | $1,096.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $976.74 | $1,869.14 |
Average age group | > 35 | 26 - 35 |
Key Summary
BAOR | IXJ | |
|---|---|---|
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. | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. IXJ.AX tracks a market-cap-weighted index of global health care companies. |
Top 3 holdings | Diploma PLC (9.55 %) Visa Inc Class A (8.67 %) Experian PLC (7.90 %) | ISHARES GLOBAL HEALTHCARE ETF TRUS (99.97 %) USD CASH (0.10 %) USD/AUD (0.00 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (71.77 %) Switzerland (9.51 %) United Kingdom of Great Britain and Northern Ireland (5.59 %) |
Management fee | 1.1 % | 0.46 % |
Key Summary
BAOR | IXJ | |
|---|---|---|
Issuer | AORIS | iShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.46 % |
Price | $2.21 | $135.86 |
Size | N/A | $1.308 billion |
10Y return | N/A | 97.30 % |
Annual distribution yield (5Y) | 6.04 % | 1.26 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 361 |
Median incremental investment | $1,096.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $976.74 | $1,869.14 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BAOR | IXJ | |
|---|---|---|
Pros |
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Cons |
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BAOR | IXJ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |