Compare AU

Compare QUS vs. MSTR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Betashares S&P 500 Equal Weight ETF

ASX

Buy

Buy

Overview
Performance

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

$4,134.13

$2,119.04

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 (0.27 %)

WALGREENS BOOTS ALLIANCE INC (0.27 %)

BROADCOM INC (0.26 %)

Chunghwa Telecom Co Ltd (2.97 %)

Illinois Tool Works Inc (2.36 %)

Visa Inc Class A (2.03 %)

Top 3 industries

Industrials (15.30 %)

Financials (14.30 %)

Information Technology (13.53 %)

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 %)

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

$54.10

$9.65

Size

$759.160 million

N/A

10Y return

116.49 %

N/A

Annual distribution yield (5Y)

5.08 %

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

$4,134.13

$2,119.04

Average age group

> 35

> 35


Pros and Cons

QUS

MSTR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

QUS

MSTR

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

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