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Compare MKAX vs. MTUM
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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $4,990.50 | $813.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $1,721.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | MTUM | |
|---|---|---|
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. | N/A |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | SPI 200 FUTURES DEC25 (0 %) TELSTRA GROUP LTD (9.02 %) WESTPAC BANKING CORP (7.90 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | ||
Management fee | 1.25 % | 0 % |
Key Summary
MKAX | MTUM | |
|---|---|---|
Issuer | Montaka | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.25 % | 0 % |
Price | $4.10 | $28.69 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.82 % | 0.91 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $4,990.50 | $813.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $1,721.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
MKAX | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |