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Compare BAOR vs. SWTZ
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 Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $993.50 | $687.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $949.98 | $2,157.50 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Diploma PLC (9.10 %) Visa Inc Class A (8.46 %) RELX PLC (7.83 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 1.1 % | 0.89 % |
Key Summary
BAOR | SWTZ | |
|---|---|---|
Issuer | AORIS | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.89 % |
Price | $2.16 | $2.50 |
Size | N/A | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 5.26 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $993.50 | $687.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $949.98 | $2,157.50 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | SWTZ | |
|---|---|---|
Pros |
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Cons |
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BAOR | SWTZ |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |