Compare AU
Compare BAOR vs. ZYUS
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 ZYUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 88 |
Median incremental investment | $993.50 | $654.60 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $1,711.58 |
Average age group | N/A | 26 - 35 |
Key Summary
BAOR | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 72.02m in AUM and 51 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) | Crown Castle Inc (3.54 %) Altria Group Inc (3.49 %) Verizon Communications Inc (3.21 %) |
Top 3 industries | Real Estate (40.95 %) Consumer Staples (29.94 %) Communication Services (20.55 %) | |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | |
Management fee | 1.1 % | 0.35 % |
Key Summary
BAOR | ZYUS | |
|---|---|---|
Issuer | AORIS | ETFS |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.35 % |
Price | $2.47 | $15.08 |
Size | N/A | $72.073 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.95 % | 4.79 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 88 |
Median incremental investment | $993.50 | $654.60 |
Median investment frequency | Daily | Monthly |
Median total investment | $0 | $1,711.58 |
Average age group | N/A | 26 - 35 |
Pros and Cons
BAOR | ZYUS | |
|---|---|---|
Pros |
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Cons |
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BAOR | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |