Back
Compare AU
Compare BAOR vs. JRHG
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 Jpmorgan Global Research En In Eqty (H) Active ETF (JRHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | JRHG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,096.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,962.96 | $0 |
Average age group | > 35 | N/A |
Key Summary
BAOR | JRHG | |
|---|---|---|
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. | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. |
Top 3 holdings | Diploma PLC (9.10 %) Visa Inc Class A (8.46 %) RELX PLC (7.83 %) | NVIDIA Corp (5.37 %) Apple Inc (4.59 %) JPM USD Liquidity LVNAV X (acc.) (4.42 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (74.60 %) Japan (5.37 %) United Kingdom of Great Britain and Northern Ireland (3.82 %) |
Management fee | 1.1 % | 0.3 % |
Key Summary
BAOR | JRHG | |
|---|---|---|
Issuer | AORIS | JPMorgan |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.3 % |
Price | $2.08 | $77.42 |
Size | N/A | $27.894 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 0.98 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 15/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | JRHG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,096.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,962.96 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
BAOR | JRHG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BAOR | JRHG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |