Compare AU

Compare MSTR vs. REIT

Compare shares and ETFs on the ASX that you can trade on Pearler.

Morningstar International Shares Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 VanEck Ftse International Property (Aud Hedged) ETF (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MSTR

REIT

Popularity

Low

Low

Pearlers invested

1

104

Median incremental investment

$505.50

$835.75

Median investment frequency

Weekly

Monthly

Median total investment

$2,157.12

$1,131.00

Average age group

> 35

26 - 35


Key Summary

MSTR

REIT

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

REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities

Top 3 holdings

Chunghwa Telecom Co Ltd (2.85 %)

Illinois Tool Works Inc (2.47 %)

Visa Inc Class A (1.93 %)

Prologis Inc (6.60 %)

Equinix Inc (6.21 %)

Welltower Inc (5.31 %)

Top 3 industries

Industrials (30.43 %)

Communication Services (23.51 %)

Information Technology (21.36 %)

Real Estate (100.00 %)

Other (8.61 %)

Top 3 countries

United States (57.24 %)

Japan (10.25 %)

Taiwan (5.63 %)

United States (73.96 %)

Japan (5.45 %)

Singapore (3.61 %)

Management fee

0.39 %

0.43 %


Key Summary

MSTR

REIT

Issuer

Morningstar

VanEck

Tracking index

FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.39 %

0.43 %

Price

$9.63

$15.60

Size

N/A

$465.541 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

7.65 %

4.17 %

Market

ASX

ASX

First listed date

12/11/2019

02/04/2019

Purchase fee

$6.50

$6.50


Community Stats

MSTR

REIT

Popularity

Low

Low

Pearlers invested

1

104

Median incremental investment

$505.50

$835.75

Median investment frequency

Weekly

Monthly

Median total investment

$2,157.12

$1,131.00

Average age group

> 35

26 - 35


Pros and Cons

MSTR

REIT

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MSTR

REIT

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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