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Compare AU
Compare MSTR vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $750.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $982.26 | $517.14 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MSTR | GIVE | |
|---|---|---|
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 | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | Deterra Royalties Ltd Ordinary Shares (6.71 %) Reliance Worldwide Corp Ltd (6.07 %) Brickworks (5.99 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.39 % | 0.65 % |
Key Summary
MSTR | GIVE | |
|---|---|---|
Issuer | Morningstar | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.65 % |
Price | $9.21 | $3.07 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.37 % | 9.27 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $750.50 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $982.26 | $517.14 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MSTR | GIVE | |
|---|---|---|
Pros |
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Cons |
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MSTR | GIVE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |