Compare AU
Compare MKAX vs. HVST
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 and ETFs are a popular choice. Two options in the ASX are MKAX and HVST. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 52 |
Median incremental investment | $4,990.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $3,245.19 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | HVST | |
|---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 226.57m in AUM and 54 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | BETASHARES AUSTRALIA 200 ETF (24.70 %) COMMONWEALTH BANK OF AUSTRALIA (10.55 %) BETASHARES AUSTRALIAN RESOURCE (9.04 %) |
Top 3 industries | Other (47.20 %) Financials (16.27 %) Health Care (6.88 %) | |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 1.25 % | 0.65 % |
Key Summary
MKAX | HVST | |
|---|---|---|
Issuer | Montaka | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.65 % |
Price | $4.62 | $13.74 |
Size | N/A | $233.803 million |
10Y return | N/A | -45.26 % |
Annual dividend/ distribution yield (5Y) | 4.08 % | 9.09 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 52 |
Median incremental investment | $4,990.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $3,245.19 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | HVST | |
|---|---|---|
Pros |
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Cons |
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MKAX | HVST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |