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Compare BAOR vs. UTIP

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 and ETFs are a popular choice. Two options in the ASX are BAOR and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BAOR

UTIP

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$4,192.00

Median investment frequency

Daily

Weekly

Median total investment

$0

$15,977.88

Average age group

N/A

> 35


Key Summary

BAOR

UTIP

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.

UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses.

Top 3 holdings

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

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.95 %)

Top 3 industries

Top 3 countries

Management fee

1.1 %

0.22 %


Key Summary

BAOR

UTIP

Issuer

AORIS

BetaShares

Tracking index

Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

1.1 %

0.22 %

Price

$2.47

$25.75

Size

N/A

$186.196 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

1.95 %

0.58 %

Market

ASX

ASX

First listed date

30/04/2023

19/09/2023

Purchase fee

$6.50

$6.50


Community Stats

BAOR

UTIP

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$993.50

$4,192.00

Median investment frequency

Daily

Weekly

Median total investment

$0

$15,977.88

Average age group

N/A

> 35


Pros and Cons

BAOR

UTIP

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

BAOR

UTIP

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield