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Compare MSTR vs. MQYM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MSTR and MQYM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | MQYM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $750.50 | $7,080.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $989.75 | $7,029.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | MQYM | |
|---|---|---|
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 | MQYM.AX was created on 2025-02-14 by Macquarie. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees) by investing in a diversified portfolio of fixed income securities, which are generally expected to be higher yielding than traditional fixed income investments. |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | Macquarie Global Yield Maximiser Active ETF (100 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.39 % | 0.59 % |
Key Summary
MSTR | MQYM | |
|---|---|---|
Issuer | Morningstar | Macquarie |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.59 % |
Price | $9.15 | $50.16 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 11.37 % | 2.75 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 18/02/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | MQYM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $750.50 | $7,080.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $989.75 | $7,029.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | MQYM | |
|---|---|---|
Pros |
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Cons |
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MSTR | MQYM |
|---|---|
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 |