Compare AU
Compare MKAX vs. WCMQ
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 WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | WCMQ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $4,990.50 | $5,498.36 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $1,510.18 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | WCMQ | |
---|---|---|
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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | AppLovin Corp Ordinary Shares - Class A (8.52 %) Amazon.com Inc (5.14 %) 3i Group Ord (4.26 %) |
Top 3 industries | Information Technology (35.82 %) Other (18.60 %) Health Care (17.32 %) | |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 1.25 % |
Key Summary
MKAX | WCMQ | |
---|---|---|
Issuer | Montaka | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 1.25 % |
Price | $4.51 | $11.26 |
Size | N/A | $415.266 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.58 % | 3.86 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | WCMQ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $4,990.50 | $5,498.36 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $1,510.18 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | WCMQ | |
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Pros |
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Cons |
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MKAX | WCMQ |
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Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |