Compare AU
Compare MKAX vs. MVS
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 MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $4,990.50 | $830.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $905.28 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Financials (50.33 %) Materials (30.57 %) Industrials (9.86 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 1.25 % | 0.49 % |
Key Summary
MKAX | MVS | |
|---|---|---|
Issuer | Montaka | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.49 % |
Price | $4.70 | $19.68 |
Size | N/A | $167.964 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.08 % | 4.91 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $4,990.50 | $830.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $905.28 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | MVS | |
|---|---|---|
Pros |
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Cons |
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MKAX | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |