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Compare MSTR vs. ETHI
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 (MSTR) and the Betashares Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 3,828 |
Median incremental investment | $506.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.68 | $2,255.02 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MSTR | ETHI | |
|---|---|---|
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 | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as βClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | Apple Inc (4.82 %) Cisco Systems Inc (2.65 %) Oracle Corp (2.42 %) | KRW - KOREAN WON (0 %) BROADCOM INC (8.34 %) NVIDIA CORP (5.87 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) |
Management fee | 0.39 % | 0.59 % |
Key Summary
MSTR | ETHI | |
|---|---|---|
Issuer | Morningstar | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.59 % |
Price | $9.28 | $16.45 |
Size | N/A | $3.812 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.37 % | 4.32 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 3,828 |
Median incremental investment | $506.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.68 | $2,255.02 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MSTR | ETHI | |
|---|---|---|
Pros |
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Cons |
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MSTR | ETHI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |