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Compare BAOR vs. QPON
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 Betashares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 48 |
Median incremental investment | $821.75 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $832.60 | $6,384.57 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | Visa Inc Class A (9.19 %) InterContinental Hotels Group PLC (8.60 %) Compass Group PLC (8.47 %) | NATIONAL AUSTRALIA BANK LTD FRN MAY-31 (10.38 %) WESTPAC BANKING CORP FRN OCT-30 (9.92 %) WESTPAC BANKING CORP FRN FEB-31 (9.47 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | |
Management fee | 1.1 % | 0.22 % |
Key Summary
BAOR | QPON | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.22 % |
Price | $2.32 | $26.24 |
Size | N/A | $2.367 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.53 % | 2.98 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 48 |
Median incremental investment | $821.75 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $832.60 | $6,384.57 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | QPON | |
|---|---|---|
Pros |
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Cons |
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BAOR | QPON |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |