Compare AU
Compare HQUS 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 BetaShares S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $3,007.69 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,681.59 | $2,119.04 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | MSTR | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 | GILEAD SCIENCES INC (0.27 %) CVS HEALTH CORP (0.26 %) ABBVIE INC (0.26 %) | Chunghwa Telecom Co Ltd (3.04 %) Illinois Tool Works Inc (2.43 %) Visa Inc Class A (2.31 %) |
Top 3 industries | Industrials (15.19 %) Financials (14.18 %) Information Technology (12.86 %) | Industrials (35.41 %) Communication Services (25.20 %) Information Technology (21.36 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.29 % | 0.39 % |
Key Summary
HQUS | MSTR | |
|---|---|---|
Issuer | BetaShares | Morningstar |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.39 % |
Price | $41.79 | $9.55 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.09 % | 7.65 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $3,007.69 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,681.59 | $2,119.04 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | MSTR | |
|---|---|---|
Pros |
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Cons |
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HQUS | 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 |