Compare AU

Compare IAF vs. MSTR

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

iShares Core Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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 Core Composite Bond ETF (IAF) 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

IAF

MSTR

Popularity

Low

Low

Pearlers invested

503

1

Median incremental investment

$1,118.60

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$2,601.04

$2,163.84

Average age group

> 35

> 35


Key Summary

IAF

MSTR

Strategy

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

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 (2.60 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

Chunghwa Telecom Co Ltd (2.98 %)

Illinois Tool Works Inc (2.32 %)

Visa Inc Class A (1.68 %)

Top 3 industries

Other (99.30 %)

Communication Services (0.26 %)

Financials (0.21 %)

Industrials (29.76 %)

Communication Services (25.55 %)

Information Technology (21.36 %)

Top 3 countries

Australia (98.88 %)

United States (0.66 %)

Singapore (0.03 %)

United States (29.30 %)

Taiwan (17.26 %)

Malaysia (15.11 %)

Management fee

0.15 %

0.39 %


Key Summary

IAF

MSTR

Issuer

iShares

Morningstar

Tracking index

Bloomberg AusBond Composite 0+ Yr Index - AUD

Asset class

ETF

ETF

Management fee

0.15 %

0.39 %

Price

$100.00

$9.62

Size

$2.565 billion

N/A

10Y return

-3.78 %

N/A

Annual distribution yield (5Y)

1.89 %

7.65 %

Market

ASX

ASX

First listed date

14/03/2012

12/11/2019

Purchase fee

$6.50

$6.50


Community Stats

IAF

MSTR

Popularity

Low

Low

Pearlers invested

503

1

Median incremental investment

$1,118.60

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$2,601.04

$2,163.84

Average age group

> 35

> 35


Pros and Cons

IAF

MSTR

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

IAF

MSTR

Higher exposure to AU market

Lower 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

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