Compare AU
Compare MSTR vs. VISM
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 (Managed Fund) (MSTR) and the Vanguard MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 261 |
Median incremental investment | $505.50 | $1,105.08 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,148.16 | $2,555.22 |
Average age group | > 35 | 26 - 35 |
Key Summary
MSTR | VISM | |
|---|---|---|
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 | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | Chunghwa Telecom Co Ltd (2.85 %) Illinois Tool Works Inc (2.47 %) Visa Inc Class A (1.93 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Industrials (30.43 %) Communication Services (23.51 %) Information Technology (21.36 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.39 % | 0.32 % |
Key Summary
MSTR | VISM | |
|---|---|---|
Issuer | Morningstar | Vanguard |
Tracking index | MSCI World ex AU Small Cap | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.32 % |
Price | $9.59 | $68.86 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.65 % | 4.37 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 261 |
Median incremental investment | $505.50 | $1,105.08 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,148.16 | $2,555.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MSTR | VISM | |
|---|---|---|
Pros |
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Cons |
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MSTR | VISM |
|---|---|
Lower exposure to AU market | Higher 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 |