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Compare BAOR vs. STW
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 SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 399 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $791.34 | $5,161.65 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6306.89m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Microsoft Corp (9.75 %) Halma PLC (9.54 %) Amphenol Corp Class A (8.50 %) | Commonwealth Bank of Australia (11.06 %) BHP Group Ltd (8.08 %) Westpac Banking Corp (5.03 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 1.1 % | 0 % |
Key Summary
BAOR | STW | |
|---|---|---|
Issuer | AORIS | SPDR |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0 % |
Price | $2.42 | $79.56 |
Size | N/A | $6.230 billion |
10Y return | N/A | 62.70 % |
Annual distribution yield (5Y) | 6.04 % | 4.25 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 399 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $791.34 | $5,161.65 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | STW | |
|---|---|---|
Pros |
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Cons |
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BAOR | STW |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |