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Compare BAOR vs. MTUM

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aoris Int Fund (Class B) (Unhedged) Active ETF

ASX

Buy

Buy

Overview
Performance

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 MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BAOR

MTUM

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$993.50

$400.00

Median investment frequency

Daily

Monthly

Median total investment

$0

$1,155.70

Average age group

N/A

> 35


Key Summary

BAOR

MTUM

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.

N/A

Top 3 holdings

Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %)

SPI 200 FUTURES MAR25 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (9.96 %)

WESTPAC BANKING CORP (9.95 %)

Top 3 industries

Financials (49.70 %)

Consumer Discretionary (13.00 %)

Industrials (9.10 %)

Top 3 countries

Management fee

1.1 %

0 %


Key Summary

BAOR

MTUM

Issuer

AORIS

Tracking index

Asset class

ETF

Stock

Management fee

1.1 %

0 %

Price

$2.42

$25.40

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

1.95 %

0.19 %

Market

ASX

ASX

First listed date

30/04/2023

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

BAOR

MTUM

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$993.50

$400.00

Median investment frequency

Daily

Monthly

Median total investment

$0

$1,155.70

Average age group

N/A

> 35


Pros and Cons

BAOR

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

BAOR

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield