Compare AU
Compare BAOR vs. MOAT
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 MOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 551 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $3,933.60 |
Average age group | N/A | > 35 |
Key Summary
BAOR | MOAT | |
|---|---|---|
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. | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | Huntington Ingalls Industries Inc (3.20 %) Boeing Co (2.97 %) Allegion PLC (2.83 %) |
Top 3 industries | Industrials (32.83 %) Health Care (28.63 %) Other (23.89 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 1.1 % | 0.49 % |
Key Summary
BAOR | MOAT | |
|---|---|---|
Issuer | AORIS | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.49 % |
Price | $2.60 | $121.05 |
Size | N/A | $941.095 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 3.59 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 551 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $3,933.60 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | MOAT | |
|---|---|---|
Pros |
| |
Cons |
|
BAOR | MOAT |
|---|---|
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 |