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Compare BAOR vs. SFY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aoris Int Fund (Class B) (Unhedged) Active ETF

ASX

Buy

Buy

SPDR S&P/ASX 50 ETF

ASX

Overview
Performance

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 SFY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BAOR

SFY

Popularity

Low

Low

Pearlers invested

1

19

Median incremental investment

$993.50

$593.50

Median investment frequency

Daily

Monthly

Median total investment

$0

$1,414.80

Average age group

N/A

26 - 35


Key Summary

BAOR

SFY

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.

SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 680.08m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index.

Top 3 holdings

Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %)

Commonwealth Bank of Australia (14.18 %)

BHP Group Ltd (9.93 %)

CSL Ltd (6.03 %)

Top 3 industries

Financials (56.06 %)

Materials (16.71 %)

Health Care (10.15 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

1.1 %

0.2 %


Key Summary

BAOR

SFY

Issuer

AORIS

SPDR

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

1.1 %

0.2 %

Price

$2.51

$71.05

Size

N/A

$726.673 million

10Y return

N/A

23.65 %

Annual dividend/β€Šdistribution yield (5Y)

1.95 %

5.78 %

Market

ASX

ASX

First listed date

30/04/2023

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

BAOR

SFY

Popularity

Low

Low

Pearlers invested

1

19

Median incremental investment

$993.50

$593.50

Median investment frequency

Daily

Monthly

Median total investment

$0

$1,414.80

Average age group

N/A

26 - 35


Pros and Cons

BAOR

SFY

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BAOR

SFY

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 price growth

Higher price growth

Lower distribution yield

Higher distribution yield