Back
Compare AU
Compare MKAX vs. KSM
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 KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $4,990.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $901.60 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MKAX | KSM | |
|---|---|---|
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. | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | |
Top 3 countries | United States (88.72 %) China (4.98 %) Australia (2.24 %) | |
Management fee | 1.25 % | 1.31 % |
Key Summary
MKAX | KSM | |
|---|---|---|
Issuer | Montaka | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 1.31 % |
Price | $2.90 | $2.30 |
Size | N/A | $2.385 million |
10Y return | N/A | -8.00 % |
Annual distribution/ dividend yield (5Y) | 5.95 % | 0.42 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $4,990.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $901.60 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MKAX | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
MKAX | KSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |