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Compare MKAX vs. CORE
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 Montaka Global Extension Fund - Complex ETF (MKAX) and the Schroder Global Core Fund - Active ETF (CORE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $4,990.50 | $96.60 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
MKAX | CORE | |
|---|---|---|
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. | CORE.AX was created on 2025-06-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World ex Australia ex Tobacco Index (net dividends reinvested) after fees with low index-relative risk across a broad range of market environments. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) |
Top 3 countries | United States (88.72 %) China (4.98 %) Australia (2.24 %) | |
Management fee | 1.25 % | 0 % |
Key Summary
MKAX | CORE | |
|---|---|---|
Issuer | Montaka | Schroder |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0 % |
Price | $2.90 | $11.02 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.95 % | 2.81 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 20/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $4,990.50 | $96.60 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
MKAX | CORE | |
|---|---|---|
Pros |
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Cons |
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MKAX | CORE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |