Compare AU
Compare MKAX vs. VBLD
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 VBLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | VBLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 31 |
Median incremental investment | $4,990.50 | $1,129.85 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,558.40 | $2,280.64 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | VBLD | |
|---|---|---|
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. | VBLD.AX was created on 2018-10-19 by Vanguard. The fund's investment portfolio concentrates primarily on theme equity. Vanguard Global Infrastructure Index ETF seeks to track the return of the FTSE Developed Core Infrastructure Index (with net dividends reinvested) in Australian dollars, before taking into account fees, expenses and tax. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | NextEra Energy Inc. (7.14 %) Union Pacific Corp. (5.86 %) American Tower Corp. (4.41 %) |
Top 3 industries | Utilities (52.56 %) Industrials (23.35 %) Energy (13.64 %) | |
Top 3 countries | United States (69.79 %) Canada (13.74 %) Japan (3.99 %) | |
Management fee | 1.25 % | 0.47 % |
Key Summary
MKAX | VBLD | |
|---|---|---|
Issuer | Montaka | Vanguard |
Tracking index | FTSE Developed Core Infrastructure Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.47 % |
Price | $4.54 | $71.27 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.08 % | 2.63 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 23/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | VBLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 31 |
Median incremental investment | $4,990.50 | $1,129.85 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,558.40 | $2,280.64 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | VBLD | |
|---|---|---|
Pros |
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Cons |
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MKAX | VBLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |