Compare AU

Compare MVA vs. MKAX

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

Aussie Large-Cap Property

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

Community Stats

MVA

MKAX

Popularity

Low

Low

Pearlers invested

82

1

Median incremental investment

$600.00

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,279.55

$4,558.40

Average age group

> 35

26 - 35


Key Summary

MVA

MKAX

Strategy

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

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

Goodman Group (11.38 %)

Scentre Group (10.37 %)

Stockland Corp Ltd (10.17 %)

Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %)

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

1.25 %


Key Summary

MVA

MKAX

Issuer

VanEck

Montaka

Tracking index

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

1.25 %

Price

$23.05

$4.59

Size

$613.352 million

N/A

10Y return

33.78 %

N/A

Annual distribution/ dividend yield (5Y)

4.91 %

4.08 %

Market

ASX

ASX

First listed date

16/10/2013

23/06/2020

Purchase fee

$6.50

$6.50


Community Stats

MVA

MKAX

Popularity

Low

Low

Pearlers invested

82

1

Median incremental investment

$600.00

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,279.55

$4,558.40

Average age group

> 35

26 - 35


Pros and Cons

MVA

MKAX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

MVA

MKAX

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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