Compare AU
Compare MSTR vs. AUST
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 Morningstar International Shares Active ETF (Managed Fund) (MSTR) and the BetaShares Managed Risk AUS Sh Fund (Managed Fund) (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $505.50 | $506.85 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,157.12 | $1,956.64 |
Average age group | > 35 | < 26 |
Key Summary
MSTR | AUST | |
|---|---|---|
Strategy | 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 | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | Chunghwa Telecom Co Ltd (2.85 %) Illinois Tool Works Inc (2.47 %) Visa Inc Class A (1.93 %) | COMMONWEALTH BANK OF AUSTRALIA (8.88 %) BHP GROUP LTD (8.75 %) CSL LTD (5.96 %) |
Top 3 industries | Industrials (30.43 %) Communication Services (23.51 %) Information Technology (21.36 %) | Financials (27.49 %) Materials (17.36 %) Other (13.73 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.39 % | 0.49 % |
Key Summary
MSTR | AUST | |
|---|---|---|
Issuer | Morningstar | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.49 % |
Price | $9.63 | $17.47 |
Size | N/A | $32.504 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.65 % | 4.88 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $505.50 | $506.85 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,157.12 | $1,956.64 |
Average age group | > 35 | < 26 |
Pros and Cons
MSTR | AUST | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MSTR | AUST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |