Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are BAOR and RSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Daily | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | 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 57.38m 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 | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | Tasmanian Public Finance Corporation 2% (9.45 %) Western Australian Treasury Corp. 3.25% (8.85 %) Queensland Treasury Corporation 3.25% (8.75 %) |
Top 3 industries | ||
Top 3 countries | ||
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 | $2.47 | $20.86 |
Size | N/A | $57.683 million |
10Y return | N/A | 0.63 % |
Annual dividend/ distribution yield (5Y) | 1.95 % | 1.38 % |
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 | 1 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Daily | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Pros and Cons
BAOR | RSM | |
|---|---|---|
Pros |
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Cons |
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BAOR | RSM |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |