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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, 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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 69 |
Median incremental investment | $4,990.50 | $1,570.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $6,792.48 |
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 427.49m in AUM and 79 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 | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
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 | $3.75 | $32.04 |
Size | N/A | $434.854 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.64 % | 2.28 % |
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 | 69 |
Median incremental investment | $4,990.50 | $1,570.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $6,792.48 |
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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |