Back
Compare AU
Compare BAOR vs. VGAD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR) and the Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 609 |
Median incremental investment | $993.50 | $2,010.12 |
Median investment frequency | Monthly | Monthly |
Median total investment | $936.60 | $9,524.90 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Diploma PLC (9.10 %) Visa Inc Class A (8.46 %) RELX PLC (7.83 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (73.36 %) Japan (5.42 %) United Kingdom of Great Britain and Northern Ireland (3.70 %) |
Management fee | 1.1 % | 0.21 % |
Key Summary
BAOR | VGAD | |
|---|---|---|
Issuer | AORIS | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.21 % |
Price | $2.12 | $123.58 |
Size | N/A | $6.227 billion |
10Y return | N/A | 138.94 % |
Annual distribution yield (5Y) | 6.04 % | 4.15 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 609 |
Median incremental investment | $993.50 | $2,010.12 |
Median investment frequency | Monthly | Monthly |
Median total investment | $936.60 | $9,524.90 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | VGAD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BAOR | VGAD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |