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Compare MKAX vs. WDIV
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 State Street SPDR S&P Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 50 |
Median incremental investment | $4,990.50 | $1,006.37 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $3,221.37 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 348.94m in AUM and 94 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | Sino Land Co Ltd (1.93 %) APA Group (1.87 %) Henderson Land Development Co Ltd (1.87 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 1.25 % | 0.4 % |
Key Summary
MKAX | WDIV | |
|---|---|---|
Issuer | Montaka | SPDR |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.4 % |
Price | $3.69 | $22.02 |
Size | N/A | $354.527 million |
10Y return | N/A | 36.26 % |
Annual distribution yield (5Y) | 5.95 % | 5.07 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 50 |
Median incremental investment | $4,990.50 | $1,006.37 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $3,221.37 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | WDIV | |
|---|---|---|
Pros |
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Cons |
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MKAX | WDIV |
|---|---|
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 |