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Compare ALPH vs. MSTR
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 Schroder Global Equity Alpha Fund - Active ETF (ALPH) and the Morningstar International Shares Active ETF (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,309.00 | $505.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.65 | $1,024.41 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ALPH | MSTR | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) | Apple Inc (4.41 %) Oracle Corp (3.46 %) Cisco Systems Inc (2.42 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (68.52 %) Japan (5.00 %) United Kingdom of Great Britain and Northern Ireland (4.10 %) |
Management fee | 0 % | 0.39 % |
Key Summary
ALPH | MSTR | |
|---|---|---|
Issuer | Schroder | Morningstar |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.39 % |
Price | $10.71 | $9.75 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 11.37 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,309.00 | $505.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.65 | $1,024.41 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ALPH | MSTR | |
|---|---|---|
Pros |
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Cons |
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ALPH | MSTR |
|---|---|
Lower exposure to AU market | Higher 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 |