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Compare BAOR vs. QUS
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 S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 83 |
Median incremental investment | $1,096.75 | $1,058.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $963.36 | $7,665.15 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | QUS | |
|---|---|---|
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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | Diploma PLC (9.55 %) Visa Inc Class A (8.67 %) Experian PLC (7.90 %) | INTEL CORP (0.50 %) SANDISK CORP/DE (0.46 %) ADVANCED MICRO DEVICES INC (0.43 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 1.1 % | 0.29 % |
Key Summary
BAOR | QUS | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.29 % |
Price | $2.16 | $55.89 |
Size | N/A | $1.046 billion |
10Y return | N/A | 101.55 % |
Annual distribution yield (5Y) | 6.04 % | 3.59 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 83 |
Median incremental investment | $1,096.75 | $1,058.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $963.36 | $7,665.15 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | QUS | |
|---|---|---|
Pros |
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Cons |
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BAOR | QUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |