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Compare MKAX vs. HEUR
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 Betashares Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 22 |
Median incremental investment | $4,990.50 | $1,200.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $4,368.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | EUR - EURO (0 %) HKD - HONG KONG DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Other (99.64 %) Financials (4.65 %) Consumer Staples (3.10 %) |
Top 3 countries | United States (88.72 %) China (4.98 %) Australia (2.24 %) | Germany (31.19 %) France (26.27 %) Netherlands (17.11 %) |
Management fee | 1.25 % | 0.56 % |
Key Summary
MKAX | HEUR | |
|---|---|---|
Issuer | Montaka | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.56 % |
Price | $2.94 | $17.30 |
Size | N/A | $104.926 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.95 % | 4.17 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 22 |
Median incremental investment | $4,990.50 | $1,200.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $4,368.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | HEUR | |
|---|---|---|
Pros |
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Cons |
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MKAX | HEUR |
|---|---|
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 |