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Compare BAOR vs. RSM
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 Russell Investments Australian Semi-Government Bond ETF (RSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,096.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,962.96 | $0 |
Average age group | > 35 | N/A |
Key Summary
BAOR | RSM | |
|---|---|---|
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. | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 59.73m in AUM and 13 holdings. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. |
Top 3 holdings | Diploma PLC (9.10 %) Visa Inc Class A (8.46 %) RELX PLC (7.83 %) | New South Wales Treasury Corporation 1.25% (8.34 %) Tasmanian Public Finance Corporation 2% (8.30 %) Tasmanian Public Finance Corporation 4.75% (8.30 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | |
Management fee | 1.1 % | 0.26 % |
Key Summary
BAOR | RSM | |
|---|---|---|
Issuer | AORIS | Russell |
Tracking index | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.26 % |
Price | $2.07 | $20.33 |
Size | N/A | $59.389 million |
10Y return | N/A | -2.40 % |
Annual distribution yield (5Y) | 6.04 % | 2.24 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $1,096.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,962.96 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
BAOR | RSM | |
|---|---|---|
Pros |
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Cons |
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BAOR | RSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |