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Compare BAOR vs. WVOL
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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $1,096.75 | $3,138.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $958.90 | $6,386.80 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Diploma PLC (9.55 %) Visa Inc Class A (8.67 %) Experian PLC (7.90 %) | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 1.1 % | 0.3 % |
Key Summary
BAOR | WVOL | |
|---|---|---|
Issuer | AORIS | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.3 % |
Price | $2.15 | $45.62 |
Size | N/A | $79.151 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 2.73 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $1,096.75 | $3,138.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $958.90 | $6,386.80 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | WVOL | |
|---|---|---|
Pros |
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Cons |
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BAOR | WVOL |
|---|---|
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 |