Compare AU
Compare BAOR vs. IYLD
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 IYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $199.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $1,654.79 |
Average age group | N/A | 26 - 35 |
Key Summary
BAOR | IYLD | |
|---|---|---|
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. | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 58.64m in AUM and 139 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | AUD CASH (2.49 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.46 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.44 %) |
Top 3 industries | Other (98.80 %) Financials (1.15 %) Consumer Discretionary (1.10 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.12 % |
Key Summary
BAOR | IYLD | |
|---|---|---|
Issuer | AORIS | iShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.12 % |
Price | $2.47 | $100.29 |
Size | N/A | $58.842 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 2.75 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $199.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $1,654.79 |
Average age group | N/A | 26 - 35 |
Pros and Cons
BAOR | IYLD | |
|---|---|---|
Pros |
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Cons |
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BAOR | IYLD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |