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Compare DAOR vs. MTUM
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 D) (Hedged) Active ETF (DAOR) and the Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DAOR | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $2,993.50 | $633.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,376.29 | $1,532.54 |
Average age group | > 35 | > 35 |
Key Summary
DAOR | MTUM | |
|---|---|---|
Strategy | DAOR.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. | N/A |
Top 3 holdings | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (8.49 %) WESFARMERS LTD (5.64 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | |
Management fee | 1.15 % | 0 % |
Key Summary
DAOR | MTUM | |
|---|---|---|
Issuer | AORIS | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.15 % | 0 % |
Price | $1.83 | $28.12 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.00 % | 1.19 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAOR | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $2,993.50 | $633.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,376.29 | $1,532.54 |
Average age group | > 35 | > 35 |
Pros and Cons
DAOR | MTUM | |
|---|---|---|
Pros |
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Cons |
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DAOR | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |