Back
Compare AU
Compare BAOR vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,291 |
Median incremental investment | $993.50 | $1,293.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $781.53 | $5,555.99 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | VTS | |
|---|---|---|
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. | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | Microsoft Corp (9.75 %) Halma PLC (9.54 %) Amphenol Corp Class A (8.50 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | |
Management fee | 1.1 % | 0.03 % |
Key Summary
BAOR | VTS | |
|---|---|---|
Issuer | AORIS | Vanguard |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.03 % |
Price | $2.39 | $505.09 |
Size | N/A | $564.698 billion |
10Y return | N/A | 247.36 % |
Annual distribution yield (5Y) | 6.04 % | 1.19 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 3,291 |
Median incremental investment | $993.50 | $1,293.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $781.53 | $5,555.99 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | VTS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BAOR | VTS |
|---|---|
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 |