Compare AU

Compare MSTR vs. IAA

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, 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 S&P Asia 50TM (IAA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MSTR

IAA

Popularity

Low

Low

Pearlers invested

1

100

Median incremental investment

$505.50

$1,500.00

Median investment frequency

Weekly

Monthly

Median total investment

$2,208.64

$3,076.36

Average age group

> 35

> 35


Key Summary

MSTR

IAA

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

IAA.AX was created on 2007-11-13 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Asia 50TM Index, before fees and expenses. The index is designed to measure the performance of the 50 leading companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan.

Top 3 holdings

Chunghwa Telecom Co Ltd (2.95 %)

Illinois Tool Works Inc (2.39 %)

Visa Inc Class A (1.83 %)

ISHARES ASIA 50 ETF (99.97 %)

USD CASH (0.02 %)

AUD CASH (0.01 %)

Top 3 industries

Industrials (30.43 %)

Communication Services (23.51 %)

Information Technology (21.36 %)

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

United States (57.24 %)

Japan (10.25 %)

Taiwan (5.63 %)

United States (99.82 %)

Management fee

0.39 %

0.5 %


Key Summary

MSTR

IAA

Issuer

Morningstar

iShares

Tracking index

S&P Asia 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.39 %

0.5 %

Price

$9.86

$109.87

Size

N/A

$791.978 million

10Y return

N/A

92.72 %

Annual distribution yield (5Y)

7.65 %

1.74 %

Market

ASX

ASX

First listed date

12/11/2019

10/09/2008

Purchase fee

$6.50

$6.50


Community Stats

MSTR

IAA

Popularity

Low

Low

Pearlers invested

1

100

Median incremental investment

$505.50

$1,500.00

Median investment frequency

Weekly

Monthly

Median total investment

$2,208.64

$3,076.36

Average age group

> 35

> 35


Pros and Cons

MSTR

IAA

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

MSTR

IAA

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

Higher distribution yield

Lower distribution yield

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