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Compare BBUS vs. MKAX
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 Us Eqy Strong Bear Ccy H Complex ETF (BBUS) and the Montaka Global Extension Fund - Complex ETF (MKAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $9,992.00 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,093.60 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
BBUS | MKAX | |
|---|---|---|
Strategy | BBUS.AX was created on 2015-08-24 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 U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. | 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 | S&P500 EMINI FUT JUN25 (0 %) AUD - AUSTRALIA DOLLAR (79.44 %) USD - UNITED STATES DOLLAR (20.56 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 1.25 % |
Key Summary
BBUS | MKAX | |
|---|---|---|
Issuer | BetaShares | Montaka |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 1.25 % |
Price | $3.79 | $4.03 |
Size | $131.410 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.89 % | 4.58 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $9,992.00 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,093.60 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBUS | MKAX | |
|---|---|---|
Pros |
| |
Cons |
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BBUS | MKAX |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |