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Compare MSTR vs. OZBD
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 Betashares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 21 |
Median incremental investment | $750.50 | $2,634.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.26 | $7,488.28 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | OZBD | |
|---|---|---|
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 | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | NSW ELECTRICITY NETWORKS FINANCE PTY LTD 6.296% NOV-55 (0 %) AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.30 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.12 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.39 % | 0.19 % |
Key Summary
MSTR | OZBD | |
|---|---|---|
Issuer | Morningstar | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.19 % |
Price | $9.18 | $44.84 |
Size | N/A | $953.846 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.37 % | 2.80 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 21 |
Median incremental investment | $750.50 | $2,634.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.26 | $7,488.28 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | OZBD | |
|---|---|---|
Pros |
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Cons |
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MSTR | OZBD |
|---|---|
Higher exposure to AU market | Lower 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 |