Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are BAOR and SMLL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $993.50 | $1,994.35 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $4,377.78 |
Average age group | N/A | > 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 ETF currently has 217.43m in AUM and 64 holdings. 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 | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | SPI 200 FUTURES JUN25 (0 %) PERSEUS MINING LTD (4.46 %) A2 MILK CO LTD/THE (3.57 %) |
Top 3 industries | Materials (32.94 %) Consumer Discretionary (17.84 %) Real Estate (12.11 %) | |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
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 | $2.42 | $3.63 |
Size | N/A | $210.439 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 5.20 % |
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 | 1 | 10 |
Median incremental investment | $993.50 | $1,994.35 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $4,377.78 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | SMLL | |
|---|---|---|
Pros |
| |
Cons |
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BAOR | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |