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Compare AU
Compare MSTR vs. RBTZ
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 Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 530 |
Median incremental investment | $750.50 | $760.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $969.42 | $1,455.69 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | RBTZ | |
|---|---|---|
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 | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | NVIDIA CORP (11.60 %) ABB LTD (8.79 %) FANUC CORP (7.94 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Other (57.92 %) Information Technology (25.64 %) Health Care (7.12 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) |
Management fee | 0.39 % | 0.57 % |
Key Summary
MSTR | RBTZ | |
|---|---|---|
Issuer | Morningstar | BetaShares |
Tracking index | Indxx Global Robotics & Artificial Intelligence Thematic Index | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.57 % |
Price | $8.96 | $14.52 |
Size | N/A | $330.579 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.37 % | 2.65 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 530 |
Median incremental investment | $750.50 | $760.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $969.42 | $1,455.69 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | RBTZ | |
|---|---|---|
Pros |
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Cons |
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MSTR | RBTZ |
|---|---|
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 |