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Compare SMLL 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 Australian Small Companies Select ETF (SMLL) and the Morningstar International Shares Active ETF (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 6 |
Median incremental investment | $2,029.50 | $505.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,809.25 | $1,052.89 |
Average age group | > 35 | 26 - 35 |
Key Summary
SMLL | MSTR | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 329.89m in AUM and 59 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | 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 | SPI 200 FUTURES JUN26 (0 %) CLEANAWAY WASTE MANAGEMENT LTD (4.46 %) EAGERS AUTOMOTIVE LTD (4.19 %) | Apple Inc (4.25 %) Oracle Corp (3.42 %) Cisco Systems Inc (2.57 %) |
Top 3 industries | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) |
Top 3 countries | Australia (96.92 %) China (3.08 %) | United States (68.52 %) Japan (5.00 %) United Kingdom of Great Britain and Northern Ireland (4.10 %) |
Management fee | 0.39 % | 0.39 % |
Key Summary
SMLL | MSTR | |
|---|---|---|
Issuer | BetaShares | Morningstar |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.39 % |
Price | $4.09 | $10.01 |
Size | $340.624 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.29 % | 11.37 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 6 |
Median incremental investment | $2,029.50 | $505.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,809.25 | $1,052.89 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SMLL | MSTR | |
|---|---|---|
Pros |
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Cons |
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SMLL | MSTR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |