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Compare MKAX vs. IEU

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montaka Global Extension Fund (Quoted Managed Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 IEU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MKAX

IEU

Popularity

Low

Low

Pearlers invested

1

57

Median incremental investment

$4,990.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,129.00

Average age group

26 - 35

26 - 35


Key Summary

MKAX

IEU

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.

IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets

Top 3 holdings

Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %)

ISHARES EUROPE ETF TRUST (99.88 %)

AUD CASH (0.11 %)

USD CASH (0.02 %)

Top 3 industries

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

United Kingdom of Great Britain and Northern Ireland (22.73 %)

Switzerland (16.15 %)

France (15.81 %)

Management fee

1.25 %

0.59 %


Key Summary

MKAX

IEU

Issuer

Montaka

iShares

Tracking index

S&P Europe 350 Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.59 %

Price

$4.70

$85.14

Size

N/A

$720.410 million

10Y return

N/A

64.71 %

Annual dividend/ distribution yield (5Y)

4.08 %

2.40 %

Market

ASX

ASX

First listed date

23/06/2020

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

MKAX

IEU

Popularity

Low

Low

Pearlers invested

1

57

Median incremental investment

$4,990.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,129.00

Average age group

26 - 35

26 - 35


Pros and Cons

MKAX

IEU

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

IEU

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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