Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are IWLD and MKAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IWLD | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 158 | 1 |
Median incremental investment | $1,501.08 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $7,139.20 | $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 (9.59 %) MICROSOFT CORP (8.60 %) TESLA INC (3.48 %) | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) |
Top 3 industries | Information Technology (29.14 %) Financials (15.57 %) Consumer Discretionary (12.18 %) | |
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 IMI - AUD | |
Asset class | ETF | ETF |
Management fee | 0.09 % | 1.25 % |
Price | $61.72 | $4.64 |
Size | $1.139 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.54 % | 4.58 % |
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 | 158 | 1 |
Median incremental investment | $1,501.08 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $7,139.20 | $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 |