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Compare BAOR vs. S3GO
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 Firetrail S3 Global Opps Fund - Active ETF (S3GO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $993.50 | $241.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $673.62 | $2,280.00 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | S3GO | |
|---|---|---|
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. | S3GO.AX was created on 2021-11-03 by Firetraill. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World Net Total Return Index over the long term (after fees). |
Top 3 holdings | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (74.80 %) Taiwan (5.44 %) France (3.99 %) |
Management fee | 1.1 % | 0.72 % |
Key Summary
BAOR | S3GO | |
|---|---|---|
Issuer | AORIS | Firetraill |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.72 % |
Price | $2.06 | $6.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 6.32 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $993.50 | $241.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $673.62 | $2,280.00 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | S3GO | |
|---|---|---|
Pros |
| |
Cons |
|
BAOR | S3GO |
|---|---|
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 distribution yield | Higher distribution yield |