Compare AU
Compare ITEK 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 iShares Future Tech Innovators ETF (ITEK) 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
ITEK | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,500.00 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,443.13 | $2,157.12 |
Average age group | > 35 | > 35 |
Key Summary
ITEK | MSTR | |
|---|---|---|
Strategy | ITEK.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses | 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 | iShares Elctrc Vhcl&Drvng Tech ETFUSDAcc (17.10 %) iShares Digitalisation ETF USD Acc (17.03 %) iShares Automation&Robotics ETF USD Dist (16.90 %) | Chunghwa Telecom Co Ltd (2.85 %) Illinois Tool Works Inc (2.47 %) Visa Inc Class A (1.93 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Industrials (30.43 %) Communication Services (23.51 %) Information Technology (21.36 %) |
Top 3 countries | United States (53.40 %) Japan (7.60 %) China (4.56 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.63 % | 0.39 % |
Key Summary
ITEK | MSTR | |
|---|---|---|
Issuer | iShares | Morningstar |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.63 % | 0.39 % |
Price | $29.03 | $9.63 |
Size | $5.923 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.08 % | 7.65 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ITEK | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,500.00 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,443.13 | $2,157.12 |
Average age group | > 35 | > 35 |
Pros and Cons
ITEK | MSTR | |
|---|---|---|
Pros |
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Cons |
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ITEK | 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 |