Compare AU
Compare IHOO 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 S&P Global 100 Multi-nationals (AUD Hedged) (IHOO) 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
IHOO | MSTR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $1,020.50 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,941.44 | $2,148.16 |
Average age group | > 35 | > 35 |
Key Summary
IHOO | MSTR | |
---|---|---|
Strategy | IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets | 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 | APPLE INC (12.53 %) NVIDIA CORP (11.90 %) MICROSOFT CORP (10.90 %) | Chunghwa Telecom Co Ltd (2.85 %) Illinois Tool Works Inc (2.47 %) Visa Inc Class A (1.93 %) |
Top 3 industries | Information Technology (42.79 %) Consumer Discretionary (10.08 %) Financials (8.95 %) | Industrials (30.43 %) Communication Services (23.51 %) Information Technology (21.36 %) |
Top 3 countries | United States (81.06 %) United Kingdom of Great Britain and Northern Ireland (4.32 %) Switzerland (3.26 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.43 % | 0.39 % |
Key Summary
IHOO | MSTR | |
---|---|---|
Issuer | iShares | Morningstar |
Tracking index | S&P Global 100 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.39 % |
Price | $185.67 | $9.59 |
Size | $508.363 million | N/A |
10Y return | 93.31 % | N/A |
Annual distribution yield (5Y) | 5.07 % | 7.65 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHOO | MSTR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $1,020.50 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,941.44 | $2,148.16 |
Average age group | > 35 | > 35 |
Pros and Cons
IHOO | MSTR | |
---|---|---|
Pros |
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Cons |
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IHOO | MSTR |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |