Compare AU
Compare BAOR vs. QOZ
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 QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 56 |
Median incremental investment | $993.50 | $1,191.11 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,371.55 |
Average age group | N/A | > 35 |
Key Summary
BAOR | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 619.09m in AUM and 200 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (13.11 %) COMMONWEALTH BANK OF AUSTRALIA (7.63 %) |
Top 3 industries | Financials (32.62 %) Materials (24.39 %) Consumer Staples (6.75 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 1.1 % | 0.4 % |
Key Summary
BAOR | QOZ | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.4 % |
Price | $2.47 | $15.97 |
Size | N/A | $644.581 million |
10Y return | N/A | 15.89 % |
Annual dividend/ distribution yield (5Y) | 1.95 % | 6.60 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 56 |
Median incremental investment | $993.50 | $1,191.11 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,371.55 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | QOZ | |
|---|---|---|
Pros |
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Cons |
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BAOR | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |