Compare AU
Compare MKAX vs. IUSG
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 IUSG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | IUSG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $4,990.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
MKAX | IUSG | |
|---|---|---|
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. | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.25 % | 0.26 % |
Key Summary
MKAX | IUSG | |
|---|---|---|
Issuer | Montaka | iShares |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.26 % |
Price | $4.70 | $101.38 |
Size | N/A | $6.595 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.08 % | 0.67 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 21/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | IUSG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $4,990.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
MKAX | IUSG | |
|---|---|---|
Pros |
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Cons |
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MKAX | IUSG |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |