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Compare HBRD vs. BAOR

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

Aussie Hybrids (active 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 HBRD and BAOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

BAOR

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$925.52

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$2,296.71

$0

Average age group

> 35

N/A


Key Summary

HBRD

BAOR

Strategy

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

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

Aussie Hybrids (active managed fund) (100 %)

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

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

1.1 %


Key Summary

HBRD

BAOR

Issuer

BetaShares

AORIS

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

1.1 %

Price

$10.14

$2.55

Size

$2.337 billion

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.80 %

1.95 %

Market

ASX

ASX

First listed date

17/11/2017

30/04/2023

Purchase fee

$6.50

$6.50


Community Stats

HBRD

BAOR

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$925.52

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$2,296.71

$0

Average age group

> 35

N/A


Pros and Cons

HBRD

BAOR

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

HBRD

BAOR

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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