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Compare AU
Compare MSTR vs. STW
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/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 399 |
Median incremental investment | $750.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $979.05 | $5,123.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | STW | |
|---|---|---|
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 | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6306.89m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | Commonwealth Bank of Australia (10.80 %) BHP Group Ltd (8.01 %) Westpac Banking Corp (5.13 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.39 % | 0 % |
Key Summary
MSTR | STW | |
|---|---|---|
Issuer | Morningstar | SPDR |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $9.15 | $78.82 |
Size | N/A | $6.230 billion |
10Y return | N/A | 61.91 % |
Annual distribution yield (5Y) | 11.37 % | 4.25 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 399 |
Median incremental investment | $750.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $979.05 | $5,123.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | STW | |
|---|---|---|
Pros |
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Cons |
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MSTR | STW |
|---|---|
Lower exposure to AU market | Higher 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 |