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Compare IWLD 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 iShares Core MSCI World Ex Australia Esg ETF (IWLD) 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
IWLD | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 246 | 1 |
Median incremental investment | $1,590.00 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,014.10 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
IWLD | MKAX | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | 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 | NVIDIA CORP (10.89 %) MICROSOFT CORP (9.08 %) ALPHABET INC CLASS A (2.97 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | |
Management fee | 0.09 % | 1.25 % |
Key Summary
IWLD | MKAX | |
|---|---|---|
Issuer | iShares | Montaka |
Tracking index | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.09 % | 1.25 % |
Price | $69.16 | $3.75 |
Size | $1.548 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.18 % | 5.64 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 246 | 1 |
Median incremental investment | $1,590.00 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,014.10 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IWLD | MKAX | |
|---|---|---|
Pros |
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Cons |
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IWLD | 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 |