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Compare BAOR vs. SMLL
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 Australian Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 23 |
Median incremental investment | $993.50 | $1,994.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $686.70 | $1,526.56 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | SMLL | |
|---|---|---|
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. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) | PERSEUS MINING LTD (5.89 %) WESTGOLD RESOURCES LTD (4.62 %) GENESIS MINERALS LTD (4.60 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | Australia (96.92 %) China (3.08 %) |
Management fee | 1.1 % | 0.39 % |
Key Summary
BAOR | SMLL | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.39 % |
Price | $2.10 | $4.64 |
Size | N/A | $337.838 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 4.29 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 23 |
Median incremental investment | $993.50 | $1,994.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $686.70 | $1,526.56 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | SMLL | |
|---|---|---|
Pros |
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Cons |
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BAOR | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |