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Compare MKAX vs. CLDD

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

Montaka Global Extension Fund (Quoted Managed Hedge Fund)

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

Community Stats

MKAX

CLDD

Popularity

Low

Low

Pearlers invested

1

55

Median incremental investment

$4,990.50

$841.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$1,799.50

Average age group

26 - 35

26 - 35


Key Summary

MKAX

CLDD

Strategy

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.

CLDD.AX was created on 2021-02-22 by BetaShares. The fund's investment portfolio concentrates primarily on information technology equity. The investment objective of the Fund is to provide an investment return that aims to track the total return performance of the indxx Global Cloud Computing Index (the Index), before taking into account and fees.

Top 3 holdings

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

WIX.COM LTD (5.62 %)

DIGITAL REALTY TRUST INC (4.64 %)

ZSCALER INC (4.61 %)

Top 3 industries

Information Technology (78.39 %)

Other (7.01 %)

Real Estate (4.64 %)

Top 3 countries

United States (90.20 %)

Canada (4.45 %)

Sweden (3.09 %)

Management fee

1.25 %

0.1 %


Key Summary

MKAX

CLDD

Issuer

Montaka

BetaShares

Tracking index

Indxx Global Cloud Computing Index

Asset class

ETF

ETF

Management fee

1.25 %

0.1 %

Price

$4.66

$15.77

Size

N/A

$48.239 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

1.01 %

Market

ASX

ASX

First listed date

23/06/2020

23/02/2021

Purchase fee

$6.50

$6.50


Community Stats

MKAX

CLDD

Popularity

Low

Low

Pearlers invested

1

55

Median incremental investment

$4,990.50

$841.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$1,799.50

Average age group

26 - 35

26 - 35


Pros and Cons

MKAX

CLDD

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

MKAX

CLDD

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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