Compare AU
Compare SWTZ 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, shares are a popular choice. Two options in the ASX are SWTZ and BAOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $828.50 | $993.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $1,974.57 | $0 |
Average age group | > 35 | N/A |
Key Summary
SWTZ | BAOR | |
|---|---|---|
Strategy | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. | 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 | Switzer Dividend Growth Fund (Managed Fund) (100 %) | Aoris Int Fund (Class B) (Unhedged) (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.89 % | 1.1 % |
Key Summary
SWTZ | BAOR | |
|---|---|---|
Issuer | AGP | AORIS |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.89 % | 1.1 % |
Price | $2.49 | $2.54 |
Size | $58.771 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 7.16 % | 1.95 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $828.50 | $993.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $1,974.57 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
SWTZ | BAOR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SWTZ | BAOR |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |