Compare AU

Compare MOAT vs. BAOR

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

Morningstar US 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

MOAT

BAOR

Popularity

Low

Low

Pearlers invested

523

1

Median incremental investment

$1,000.00

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$4,439.49

$0

Average age group

> 35

N/A


Key Summary

MOAT

BAOR

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

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

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

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

Top 3 industries

Other (23.89 %)

Health Care (21.03 %)

Information Technology (20.60 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

1.1 %


Key Summary

MOAT

BAOR

Issuer

VanEck

AORIS

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

1.1 %

Price

$133.13

$2.54

Size

$1.007 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.81 %

1.95 %

Market

ASX

ASX

First listed date

26/06/2015

30/04/2023

Purchase fee

$6.50

$6.50


Community Stats

MOAT

BAOR

Popularity

Low

Low

Pearlers invested

523

1

Median incremental investment

$1,000.00

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$4,439.49

$0

Average age group

> 35

N/A


Pros and Cons

MOAT

BAOR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MOAT

BAOR

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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