Compare AU
Compare ALTB 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 iShares 15+ Year Australian Government Bond ETF (ALTB) and the Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALTB | MSTR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $505.50 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $2,181.76 |
Average age group | N/A | > 35 |
Key Summary
ALTB | MSTR | |
|---|---|---|
Strategy | ALTB.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more. | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (20.78 %) AUSTRALIA (COMMONWEALTH OF) RegS (19.39 %) AUSTRALIA (COMMONWEALTH OF) RegS (19.29 %) | Chunghwa Telecom Co Ltd (2.97 %) Illinois Tool Works Inc (2.36 %) Visa Inc Class A (2.03 %) |
Top 3 industries | Industrials (29.41 %) Communication Services (23.57 %) Information Technology (21.36 %) | |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.15 % | 0.39 % |
Key Summary
ALTB | MSTR | |
|---|---|---|
Issuer | iShares | Morningstar |
Tracking index | Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.39 % |
Price | $98.73 | $9.78 |
Size | $49.276 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.30 % | 7.65 % |
Market | ASX | ASX |
First listed date | 12/06/2024 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALTB | MSTR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $505.50 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $2,181.76 |
Average age group | N/A | > 35 |
Pros and Cons
ALTB | MSTR | |
|---|---|---|
Pros |
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Cons |
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ALTB | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |