Compare AU

Compare MKAX vs. VEQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montaka Global Extension Fund (Quoted Managed Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 VEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MKAX

VEQ

Popularity

Low

Low

Pearlers invested

1

101

Median incremental investment

$4,990.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,661.48

Average age group

26 - 35

26 - 35


Key Summary

MKAX

VEQ

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.

VEQ.AX was created on 2015-12-09 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard FTSE Europe Shares ETF seeks to track the return of the FTSE Developed Europe All Cap 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 %)

Nestle SA (2.78 %)

ASML Holding NV (2.40 %)

Novo Nordisk A/S Class B (2.14 %)

Top 3 industries

Financials (17.53 %)

Industrials (15.69 %)

Health Care (14.17 %)

Top 3 countries

United Kingdom of Great Britain and Northern Ireland (22.70 %)

Switzerland (15.45 %)

France (14.02 %)

Management fee

1.25 %

0.35 %


Key Summary

MKAX

VEQ

Issuer

Montaka

Vanguard

Tracking index

FTSE Developed Europe All Cap Index - AUD - AU Dollar

Asset class

ETF

ETF

Management fee

1.25 %

0.35 %

Price

$4.70

$73.72

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

2.56 %

Market

ASX

ASX

First listed date

23/06/2020

11/12/2015

Purchase fee

$6.50

$6.50


Community Stats

MKAX

VEQ

Popularity

Low

Low

Pearlers invested

1

101

Median incremental investment

$4,990.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,661.48

Average age group

26 - 35

26 - 35


Pros and Cons

MKAX

VEQ

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

VEQ

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

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