Back
Compare AU
Compare MSTR vs. IESG
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 Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 68 |
Median incremental investment | $750.50 | $1,650.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $988.68 | $6,816.81 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MSTR | IESG | |
|---|---|---|
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 | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 407.73m in AUM and 81 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.39 % | 0.01 % |
Key Summary
MSTR | IESG | |
|---|---|---|
Issuer | Morningstar | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.01 % |
Price | $9.25 | $32.08 |
Size | N/A | $391.565 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.37 % | 2.27 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 68 |
Median incremental investment | $750.50 | $1,650.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $988.68 | $6,816.81 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MSTR | IESG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MSTR | IESG |
|---|---|
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 |