Compare AU

Compare XALG vs. BAOR

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

Alphinity Global Equity Fund - Active ETF

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

Community Stats

XALG

BAOR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$993.50

$993.50

Median investment frequency

Daily

Daily

Median total investment

$1,012.61

$0

Average age group

< 26

N/A


Key Summary

XALG

BAOR

Strategy

XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year 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

Alphinity Global Equity Fund - Active ETF (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0.75 %

1.1 %


Key Summary

XALG

BAOR

Issuer

Alphinity

AORIS

Tracking index

Asset class

ETF

ETF

Management fee

0.75 %

1.1 %

Price

$12.30

$2.54

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.74 %

1.95 %

Market

ASX

ASX

First listed date

16/01/2023

30/04/2023

Purchase fee

$6.50

$6.50


Community Stats

XALG

BAOR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$993.50

$993.50

Median investment frequency

Daily

Daily

Median total investment

$1,012.61

$0

Average age group

< 26

N/A


Pros and Cons

XALG

BAOR

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

XALG

BAOR

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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