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Compare IVV 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 S&P US 500 (IVV) 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
IVV | MKAX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 1 |
Median incremental investment | $993.50 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,227.02 | $4,558.40 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | MKAX | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.04 % | 1.25 % |
Key Summary
IVV | MKAX | |
|---|---|---|
Issuer | iShares | Montaka |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 1.25 % |
Price | $68.66 | $4.17 |
Size | $12.918 billion | N/A |
10Y return | 252.41 % | N/A |
Annual distribution yield (5Y) | 1.24 % | 4.82 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | MKAX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 1 |
Median incremental investment | $993.50 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,227.02 | $4,558.40 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | MKAX | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |