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Compare MKAX vs. ILB
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 Government Inflation ETF (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 20 |
Median incremental investment | $4,990.50 | $1,175.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,558.40 | $3,638.63 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | ILB | |
|---|---|---|
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. | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1065.15m in AUM and 9 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | AUSTRALIA (COMMONWEALTH OF) RegS (19.14 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.84 %) AUSTRALIA (COMMONWEALTH OF) RegS (14.80 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Other (99.80 %) Communication Services (0.20 %) |
Top 3 countries | ||
Management fee | 1.25 % | 0.18 % |
Key Summary
MKAX | ILB | |
|---|---|---|
Issuer | Montaka | iShares |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.18 % |
Price | $3.56 | $125.47 |
Size | N/A | $1.065 billion |
10Y return | N/A | 11.53 % |
Annual distribution yield (5Y) | 5.95 % | 1.23 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 20 |
Median incremental investment | $4,990.50 | $1,175.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,558.40 | $3,638.63 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | ILB | |
|---|---|---|
Pros |
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Cons |
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MKAX | ILB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |