Compare AU
Compare MKAX vs. IESG
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 IESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 60 |
Median incremental investment | $4,990.50 | $1,915.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $5,844.12 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MKAX | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 274.13m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) |
Top 3 industries | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 1.25 % | 0.01 % |
Key Summary
MKAX | IESG | |
|---|---|---|
Issuer | Montaka | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.01 % |
Price | $4.70 | $31.37 |
Size | N/A | $286.740 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.08 % | 2.35 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 60 |
Median incremental investment | $4,990.50 | $1,915.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $5,844.12 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MKAX | IESG | |
|---|---|---|
Pros |
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Cons |
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MKAX | IESG |
|---|---|
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 distribution yield | Lower distribution yield |