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Compare MKAX vs. IVE

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

Community Stats

MKAX

IVE

Popularity

Low

Low

Pearlers invested

1

33

Median incremental investment

$4,990.50

$1,749.16

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$6,677.64

Average age group

26 - 35

> 35


Key Summary

MKAX

IVE

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.

IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.

Top 3 holdings

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

ASML Holding NV (2.39 %)

Moelis & Company (1.49 %)

SHELL PLC - ADS (1.23 %)

Top 3 industries

Other (99.86 %)

Communication Services (0.14 %)

Top 3 countries

United States (99.97 %)

Management fee

1.25 %

0.32 %


Key Summary

MKAX

IVE

Issuer

Montaka

iShares

Tracking index

MSCI EAFE

Asset class

ETF

ETF

Management fee

1.25 %

0.32 %

Price

$4.60

$123.66

Size

N/A

$474.161 million

10Y return

N/A

60.20 %

Annual dividend/ distribution yield (5Y)

4.08 %

2.56 %

Market

ASX

ASX

First listed date

23/06/2020

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

MKAX

IVE

Popularity

Low

Low

Pearlers invested

1

33

Median incremental investment

$4,990.50

$1,749.16

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$6,677.64

Average age group

26 - 35

> 35


Pros and Cons

MKAX

IVE

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

IVE

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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