Compare AU
Compare MKAX vs. INCM
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 INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $4,990.50 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $4,763.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 1.25 % | 0.45 % |
Key Summary
MKAX | INCM | |
|---|---|---|
Issuer | Montaka | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.45 % |
Price | $4.54 | $18.68 |
Size | N/A | $36.712 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.08 % | 4.13 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $4,990.50 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $4,763.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | INCM | |
|---|---|---|
Pros |
| |
Cons |
|
MKAX | INCM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |