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Compare AU
Compare MSTR vs. SPY
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 SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 305 |
Median incremental investment | $750.50 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $979.05 | $3,107.22 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MSTR | SPY | |
|---|---|---|
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 | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | NVIDIA Corp (8.50 %) Apple Inc (6.92 %) Microsoft Corp (6.71 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) |
Management fee | 0.39 % | 0.0945 % |
Key Summary
MSTR | SPY | |
|---|---|---|
Issuer | Morningstar | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.0945 % |
Price | $9.15 | $1,035.74 |
Size | N/A | $1.075 trillion |
10Y return | N/A | 247.33 % |
Annual distribution yield (5Y) | 11.37 % | 1.18 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 305 |
Median incremental investment | $750.50 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $979.05 | $3,107.22 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MSTR | SPY | |
|---|---|---|
Pros |
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Cons |
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MSTR | SPY |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |