Compare AU
Compare BAOR vs. UTIP
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 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 | $16,058.54 |
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 (3.97 %) |
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 | $2.60 | $25.82 |
Size | N/A | $188.154 million |
10Y return | N/A | N/A |
Annual dividend/ distribution 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 | $16,058.54 |
Average age group | N/A | > 35 |
Pros and Cons
BAOR | UTIP | |
|---|---|---|
Pros |
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Cons |
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BAOR | UTIP |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |