Compare AU

Compare EINC vs. BAOR

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are EINC and BAOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

BAOR

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$765.45

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$10,354.08

$0

Average age group

> 35

N/A


Key Summary

EINC

BAOR

Strategy

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

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.

Top 3 holdings

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %)

Aoris Int Fund (Class B) (Unhedged) (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.85 %

1.1 %


Key Summary

EINC

BAOR

Issuer

BetaShares

AORIS

Tracking index

Asset class

ETF

ETF

Management fee

0.85 %

1.1 %

Price

$8.88

$2.55

Size

$22.700 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.87 %

1.95 %

Market

ASX

ASX

First listed date

19/02/2018

30/04/2023

Purchase fee

$6.50

$6.50


Community Stats

EINC

BAOR

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$765.45

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$10,354.08

$0

Average age group

> 35

N/A


Pros and Cons

EINC

BAOR

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EINC

BAOR

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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