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Compare MOAT vs. MKAX
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 VanEck Morningstar Wide Moat ETF (MOAT) and the Montaka Global Extension Fund - Complex ETF (MKAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 558 | 1 |
Median incremental investment | $1,000.00 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,144.47 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | MKAX | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.47 %) The Estee Lauder Companies Inc Class A (2.95 %) IDEX Corp (2.85 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (88.72 %) China (4.98 %) Australia (2.24 %) |
Management fee | 0.49 % | 1.25 % |
Key Summary
MOAT | MKAX | |
|---|---|---|
Issuer | VanEck | Montaka |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.25 % |
Price | $125.59 | $3.03 |
Size | $960.276 million | N/A |
10Y return | 220.06 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 5.95 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 558 | 1 |
Median incremental investment | $1,000.00 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,144.47 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | MKAX | |
|---|---|---|
Pros |
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Cons |
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MOAT | MKAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |