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Compare INES vs. BAOR
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 Intelligent Investor Eth Share Fund - Active ETF (INES) and the Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 2 |
Median incremental investment | $605.31 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,148.18 | $693.24 |
Average age group | > 35 | > 35 |
Key Summary
INES | BAOR | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | 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 | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) |
Management fee | 0.97 % | 1.1 % |
Key Summary
INES | BAOR | |
|---|---|---|
Issuer | Intelligent Investor | AORIS |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.1 % |
Price | $3.33 | $2.12 |
Size | $66.506 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 6.04 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 2 |
Median incremental investment | $605.31 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,148.18 | $693.24 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | BAOR | |
|---|---|---|
Pros |
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Cons |
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INES | BAOR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |