Compare AU
Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 1 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,408.80 | $2,161.60 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | MSTR | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Alphabet Inc Class A (2.79 %) The Walt Disney Co (2.77 %) Bristol-Myers Squibb Co (2.75 %) | Chunghwa Telecom Co Ltd (2.97 %) Illinois Tool Works Inc (2.36 %) Visa Inc Class A (2.03 %) |
Top 3 industries | Health Care (49.22 %) Other (23.89 %) Communication Services (20.70 %) | Industrials (29.41 %) Communication Services (23.57 %) Information Technology (21.36 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.49 % | 0.39 % |
Key Summary
MOAT | MSTR | |
|---|---|---|
Issuer | VanEck | Morningstar |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.39 % |
Price | $133.80 | $9.70 |
Size | $1.067 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 7.65 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 1 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,408.80 | $2,161.60 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | MSTR | |
|---|---|---|
Pros |
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Cons |
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MOAT | MSTR |
|---|---|
Lower exposure to AU market | Higher 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 |