Compare AU

Compare MSTR vs. EAFZ

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

Morningstar International Shares Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MSTR and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MSTR

EAFZ

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$505.50

$0

Median investment frequency

Weekly

N/A

Median total investment

$2,154.88

$26,182.39

Average age group

> 35

> 35


Key Summary

MSTR

EAFZ

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

N/A

Top 3 holdings

Chunghwa Telecom Co Ltd (2.98 %)

Illinois Tool Works Inc (2.32 %)

Visa Inc Class A (1.68 %)

Ellerston Asia Growth Fund (Hedge Fund) (100 %)

Top 3 industries

Industrials (29.76 %)

Communication Services (25.55 %)

Information Technology (21.36 %)

Top 3 countries

United States (29.30 %)

Taiwan (17.26 %)

Malaysia (15.11 %)

Management fee

0.39 %

0 %


Key Summary

MSTR

EAFZ

Issuer

Morningstar

Tracking index

Asset class

ETF

Stock

Management fee

0.39 %

0 %

Price

$9.80

$7.30

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

7.65 %

0.32 %

Market

ASX

ASX

First listed date

12/11/2019

07/06/2023

Purchase fee

$6.50

$6.50


Community Stats

MSTR

EAFZ

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$505.50

$0

Median investment frequency

Weekly

N/A

Median total investment

$2,154.88

$26,182.39

Average age group

> 35

> 35


Pros and Cons

MSTR

EAFZ

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

MSTR

EAFZ

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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