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Compare MKAX vs. RCB
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 Russell Investments Australian Select Corporate Bond ETF (RCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | RCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $4,990.50 | $648.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $3,710.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | RCB | |
|---|---|---|
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. | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 326.32m in AUM and 14 holdings. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | Westpac Banking Corp. 5% (12.52 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | |
Top 3 countries | ||
Management fee | 1.25 % | 0.28 % |
Key Summary
MKAX | RCB | |
|---|---|---|
Issuer | Montaka | Russell |
Tracking index | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.28 % |
Price | $3.75 | $19.95 |
Size | N/A | $325.247 million |
10Y return | N/A | -1.24 % |
Annual distribution yield (5Y) | 5.64 % | 2.76 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | RCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $4,990.50 | $648.24 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $3,710.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | RCB | |
|---|---|---|
Pros |
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Cons |
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MKAX | RCB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |