Compare AU
Compare MSTR vs. ITEK
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 (Managed Fund) (MSTR) and the iShares Future Tech Innovators ETF (ITEK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | ITEK | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $505.50 | $2,500.00 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $2,154.88 | $809.39 |
Average age group | > 35 | > 35 |
Key Summary
MSTR | ITEK | |
---|---|---|
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 | ITEK.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses |
Top 3 holdings | Chunghwa Telecom Co Ltd (2.98 %) Illinois Tool Works Inc (2.32 %) Visa Inc Class A (1.68 %) | iShares Digitalisation ETF USD Acc (17.62 %) iShares Smart City Infra ETF USD Inc (17.17 %) iShares Automation&Robotics ETF USD Dist (17.05 %) |
Top 3 industries | Industrials (29.76 %) Communication Services (25.55 %) Information Technology (21.36 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (29.30 %) Taiwan (17.26 %) Malaysia (15.11 %) | Ireland (84.78 %) United States (15.13 %) |
Management fee | 0.39 % | 0.63 % |
Key Summary
MSTR | ITEK | |
---|---|---|
Issuer | Morningstar | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.63 % |
Price | $9.80 | $28.48 |
Size | N/A | $5.002 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.65 % | 0.08 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | ITEK | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $505.50 | $2,500.00 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $2,154.88 | $809.39 |
Average age group | > 35 | > 35 |
Pros and Cons
MSTR | ITEK | |
---|---|---|
Pros |
| |
Cons |
|
MSTR | ITEK |
---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |