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Compare IOO vs. MKAX

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

Global 100 Large-Caps

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 IOO and MKAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IOO

MKAX

Popularity

Low

Low

Pearlers invested

883

1

Median incremental investment

$1,002.38

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,499.54

$4,558.40

Average age group

26 - 35

26 - 35


Key Summary

IOO

MKAX

Strategy

The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities.

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

Microsoft Corporation (12.34 %)

Apple, Inc. (10.21 %)

NVIDIA Corporation (9.04 %)

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

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (99.99 %)

Management fee

0.4 %

1.25 %


Key Summary

IOO

MKAX

Issuer

iShares

Montaka

Tracking index

S&P Global 100 Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

1.25 %

Price

$158.63

$4.59

Size

$4.107 billion

N/A

10Y return

241.65 %

N/A

Annual distribution/ dividend yield (5Y)

1.61 %

4.08 %

Market

ASX

ASX

First listed date

10/10/2007

23/06/2020

Purchase fee

$6.50

$6.50


Community Stats

IOO

MKAX

Popularity

Low

Low

Pearlers invested

883

1

Median incremental investment

$1,002.38

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,499.54

$4,558.40

Average age group

26 - 35

26 - 35


Pros and Cons

IOO

MKAX

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IOO

MKAX

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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