Compare AU
Compare DJRE 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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) 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
DJRE | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 1 |
Median incremental investment | $1,040.13 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,933.11 | $2,177.28 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | MSTR | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | 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 | Prologis Inc (7.73 %) Equinix Inc (6.01 %) Welltower Inc (5.12 %) | Chunghwa Telecom Co Ltd (2.97 %) Illinois Tool Works Inc (2.36 %) Visa Inc Class A (2.03 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Industrials (29.41 %) Communication Services (23.57 %) Information Technology (21.36 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.2 % | 0.39 % |
Key Summary
DJRE | MSTR | |
|---|---|---|
Issuer | SPDR | Morningstar |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.39 % |
Price | $21.80 | $9.79 |
Size | $435.721 million | N/A |
10Y return | 5.06 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 7.65 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 1 |
Median incremental investment | $1,040.13 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,933.11 | $2,177.28 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | MSTR | |
|---|---|---|
Pros |
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Cons |
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DJRE | MSTR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |