Compare AU
Compare USIG 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 USIG and MSTR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $663.53 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,083.26 | $2,076.48 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | MSTR | |
|---|---|---|
Strategy | N/A | 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 Corporate 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 % | 0.39 % |
Key Summary
USIG | MSTR | |
|---|---|---|
Issuer | Morningstar | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.39 % |
Price | $9.31 | $9.27 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.79 % | 7.65 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $663.53 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $5,083.26 | $2,076.48 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | MSTR | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | MSTR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |