Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Compare AU

Compare BAOR vs. SWTZ

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

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

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are BAOR and SWTZ. In this comparison, we'll delve into these options 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

$727.00

Median investment frequency

Daily

Fortnightly

Median total investment

$0

$1,604.28

Average age group

N/A

> 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

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

Switzer Dividend Growth Fund - Active ETF (100 %)

Top 3 industries

Top 3 countries

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

$2.47

$2.32

Size

N/A

$55.858 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.95 %

7.06 %

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

$727.00

Median investment frequency

Daily

Fortnightly

Median total investment

$0

$1,604.28

Average age group

N/A

> 35


Pros and Cons

BAOR

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BAOR

SWTZ

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield