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Compare MKAX vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $4,990.50 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,558.40 | $4,029.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | Deterra Royalties Ltd Ordinary Shares (6.96 %) Reliance Worldwide Corp Ltd (6.34 %) GPT Group (5.94 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (88.72 %) China (4.98 %) Australia (2.24 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 1.25 % | 0.65 % |
Key Summary
MKAX | GIVE | |
|---|---|---|
Issuer | Montaka | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.65 % |
Price | $3.56 | $3.03 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.95 % | 9.52 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $4,990.50 | $768.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,558.40 | $4,029.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | GIVE | |
|---|---|---|
Pros |
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Cons |
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MKAX | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |