Compare AU
Compare BAOR vs. UMAX
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 UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,345.28 |
Average age group | N/A | > 35 |
Key Summary
BAOR | UMAX | |
|---|---|---|
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. | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | SPX US 04/17/25 C5840 (0 %) SPX US 04/17/25 C5870 (0 %) ISHARES CORE S&P 500 ETF (97.87 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 1.1 % | 0.79 % |
Key Summary
BAOR | UMAX | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.79 % |
Price | $2.54 | $24.42 |
Size | N/A | $248.027 million |
10Y return | N/A | 45.70 % |
Annual dividend/ distribution yield (5Y) | 1.95 % | 6.08 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $2,345.28 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | UMAX | |
|---|---|---|
Pros |
| |
Cons |
|
BAOR | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |