Compare AU

Compare BBOZ vs. MKAX

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

BetaShares Australian Strong Bear (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BBOZ and MKAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

MKAX

Popularity

Low

Low

Pearlers invested

16

1

Median incremental investment

$3,000.00

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,271.86

$4,558.40

Average age group

> 35

26 - 35


Key Summary

BBOZ

MKAX

Strategy

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

MKAX.AX was created on 2020-06-24 by Montaka. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to provide Unitholders with long term capital growth, with a focus on managing downside risk.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

1.38 %

1.25 %


Key Summary

BBOZ

MKAX

Issuer

BetaShares

Montaka

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

1.25 %

Price

$26.28

$4.54

Size

$265.186 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.53 %

4.08 %

Market

ASX

ASX

First listed date

20/04/2015

23/06/2020

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

MKAX

Popularity

Low

Low

Pearlers invested

16

1

Median incremental investment

$3,000.00

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,271.86

$4,558.40

Average age group

> 35

26 - 35


Pros and Cons

BBOZ

MKAX

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

MKAX

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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