Compare AU

Compare GROW vs. MSTR

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

Schroder Real Return Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GROW and MSTR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

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

$2,157.12

Average age group

N/A

> 35


Key Summary

GROW

MSTR

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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

Schroder Real Return Active ETF (100 %)

Chunghwa Telecom Co Ltd (2.85 %)

Illinois Tool Works Inc (2.47 %)

Visa Inc Class A (1.93 %)

Top 3 industries

Industrials (30.43 %)

Communication Services (23.51 %)

Information Technology (21.36 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (57.24 %)

Japan (10.25 %)

Taiwan (5.63 %)

Management fee

0.84 %

0.39 %


Key Summary

GROW

MSTR

Issuer

Schroder

Morningstar

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

0.39 %

Price

$3.79

$9.63

Size

$57.346 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

3.83 %

7.65 %

Market

ASX

ASX

First listed date

16/08/2016

12/11/2019

Purchase fee

$6.50

$6.50


Community Stats

GROW

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

$2,157.12

Average age group

N/A

> 35


Pros and Cons

GROW

MSTR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

GROW

MSTR

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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