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Compare AU
Compare MSTR vs. WRLD
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 Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 7 |
Median incremental investment | $505.50 | $555.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $889.37 | $3,265.11 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | WRLD | |
|---|---|---|
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 | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Apple Inc (4.31 %) Cisco Systems Inc (3.04 %) NVIDIA Corp (2.62 %) | MSCI WORLD INDEX SEP26 (0 %) APPLE INC (5.53 %) NVIDIA CORP (5.48 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (68.52 %) Japan (5.00 %) United Kingdom of Great Britain and Northern Ireland (4.10 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.39 % | 0.54 % |
Key Summary
MSTR | WRLD | |
|---|---|---|
Issuer | Morningstar | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.54 % |
Price | $8.40 | $23.46 |
Size | N/A | $47.607 million |
10Y return | N/A | 136.02 % |
Annual distribution yield (5Y) | 11.44 % | 1.63 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 7 |
Median incremental investment | $505.50 | $555.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $889.37 | $3,265.11 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | WRLD | |
|---|---|---|
Pros |
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Cons |
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MSTR | WRLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |