Compare AU
Compare USHY 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, shares and ETFs are a popular choice. Two options in the ASX are USHY and MSTR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $7,000.00 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $3,261.44 | $2,076.48 |
Average age group | > 35 | > 35 |
Key Summary
USHY | MSTR | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 17.69m in AUM and 1163 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. | 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 | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | Chunghwa Telecom Co Ltd (3.04 %) Illinois Tool Works Inc (2.43 %) Visa Inc Class A (2.31 %) |
Top 3 industries | Industrials (34.99 %) Communication Services (25.97 %) Information Technology (21.36 %) | |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.3 % | 0.39 % |
Key Summary
USHY | MSTR | |
|---|---|---|
Issuer | Global X | Morningstar |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.39 % |
Price | $10.24 | $9.27 |
Size | $17.898 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.90 % | 7.65 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $7,000.00 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $3,261.44 | $2,076.48 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | MSTR | |
|---|---|---|
Pros |
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Cons |
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USHY | MSTR |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |