Back
Compare AU
Compare BAOR vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $791.34 | $0 |
Average age group | > 35 | N/A |
Key Summary
BAOR | XASG | |
|---|---|---|
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. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | Microsoft Corp (9.75 %) Halma PLC (9.54 %) Amphenol Corp Class A (8.50 %) | Microsoft Corp (6.78 %) NVIDIA Corp (5.49 %) ServiceNow Inc (4.46 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | ||
Management fee | 1.1 % | 0.75 % |
Key Summary
BAOR | XASG | |
|---|---|---|
Issuer | AORIS | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.75 % |
Price | $2.42 | $7.13 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | 2.51 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $791.34 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
BAOR | XASG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BAOR | XASG |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |