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Compare MSTR vs. IBAL
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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $750.50 | $50,045.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $979.05 | $98,283.78 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | IBAL | |
|---|---|---|
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 | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | iShares Core MSCI Wld Ex Aus ESG ETF (24.11 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.50 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.39 % | 0.22 % |
Key Summary
MSTR | IBAL | |
|---|---|---|
Issuer | Morningstar | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.22 % |
Price | $9.15 | $29.96 |
Size | N/A | $22.586 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.37 % | 2.51 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $750.50 | $50,045.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $979.05 | $98,283.78 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | IBAL | |
|---|---|---|
Pros |
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Cons |
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MSTR | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |