Compare AU
Compare BAOR vs. USTB
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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $505.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $529.58 |
Average age group | N/A | > 35 |
Key Summary
BAOR | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | United States Treasury Notes 4.625% (0.86 %) United States Treasury Notes 4.25% (0.85 %) United States Treasury Notes 4.375% (0.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.19 % |
Key Summary
BAOR | USTB | |
|---|---|---|
Issuer | AORIS | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.19 % |
Price | $2.60 | $9.21 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 1.32 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $505.00 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $529.58 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | USTB | |
|---|---|---|
Pros |
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Cons |
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BAOR | USTB |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |