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Compare BAOR vs. MHG
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 Magellan Global Eq Fund (Currencyhdg) - Active ETF (MHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | MHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $993.50 | $1,494.46 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $936.60 | $3,957.60 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | MHG | |
|---|---|---|
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. | MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss. |
Top 3 holdings | Diploma PLC (9.10 %) Visa Inc Class A (8.46 %) RELX PLC (7.83 %) | Amazon.com Inc (8.05 %) Microsoft Corp (7.46 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.25 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Consumer Discretionary (23.67 %) Other (20.78 %) Communication Services (17.14 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (73.98 %) France (5.92 %) Taiwan (5.38 %) |
Management fee | 1.1 % | 1.35 % |
Key Summary
BAOR | MHG | |
|---|---|---|
Issuer | AORIS | Magellan |
Tracking index | MSCI World Index - Hedged to AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 1.35 % |
Price | $2.12 | $3.87 |
Size | N/A | N/A |
10Y return | N/A | 57.32 % |
Annual distribution yield (5Y) | 6.04 % | 4.12 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 10/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | MHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $993.50 | $1,494.46 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $936.60 | $3,957.60 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | MHG | |
|---|---|---|
Pros |
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Cons |
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BAOR | MHG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |