Compare AU
Compare MKAX vs. HBRD
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 are a popular choice. Two options in the ASX are MKAX and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 42 |
Median incremental investment | $4,990.50 | $925.52 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $2,296.71 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | HBRD | |
|---|---|---|
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. | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | Aussie Hybrids (active managed fund) (100 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | |
Top 3 countries | ||
Management fee | 1.25 % | 0.55 % |
Key Summary
MKAX | HBRD | |
|---|---|---|
Issuer | Montaka | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.55 % |
Price | $4.70 | $10.14 |
Size | N/A | $2.340 billion |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.08 % | 4.80 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 42 |
Median incremental investment | $4,990.50 | $925.52 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $2,296.71 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | HBRD | |
|---|---|---|
Pros |
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Cons |
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MKAX | HBRD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |