Compare AU
Compare QUS vs. MSTR
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 Betashares S&P 500 Equal Weight ETF (QUS) and the Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUS | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 1 |
Median incremental investment | $1,027.57 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,190.34 | $2,181.76 |
Average age group | > 35 | > 35 |
Key Summary
QUS | MSTR | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | 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 |
Top 3 holdings | CONSTELLATION ENERGY CORP (0.30 %) VISTRA CORP (0.27 %) BROADCOM INC (0.27 %) | Chunghwa Telecom Co Ltd (2.97 %) Illinois Tool Works Inc (2.36 %) Visa Inc Class A (2.03 %) |
Top 3 industries | Industrials (15.46 %) Financials (14.55 %) Information Technology (13.49 %) | Industrials (29.41 %) Communication Services (23.57 %) Information Technology (21.36 %) |
Top 3 countries | United States (98.60 %) Switzerland (0.39 %) United Kingdom of Great Britain and Northern Ireland (0.39 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.29 % | 0.39 % |
Key Summary
QUS | MSTR | |
|---|---|---|
Issuer | BetaShares | Morningstar |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.39 % |
Price | $53.92 | $9.78 |
Size | $774.802 million | N/A |
10Y return | 103.39 % | N/A |
Annual distribution yield (5Y) | 4.92 % | 7.65 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 1 |
Median incremental investment | $1,027.57 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,190.34 | $2,181.76 |
Average age group | > 35 | > 35 |
Pros and Cons
QUS | MSTR | |
|---|---|---|
Pros |
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Cons |
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QUS | MSTR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |