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Compare QUS 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 Betashares S&P 500 Equal Weight ETF (QUS) 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
QUS | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 81 | 1 |
Median incremental investment | $1,054.95 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,901.25 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUS | MKAX | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | 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 | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (98.60 %) Switzerland (0.39 %) United Kingdom of Great Britain and Northern Ireland (0.39 %) | |
Management fee | 0.29 % | 1.25 % |
Key Summary
QUS | MKAX | |
|---|---|---|
Issuer | BetaShares | Montaka |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 1.25 % |
Price | $55.21 | $3.75 |
Size | $986.929 million | N/A |
10Y return | 108.89 % | N/A |
Annual distribution yield (5Y) | 3.59 % | 5.64 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 81 | 1 |
Median incremental investment | $1,054.95 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,901.25 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUS | MKAX | |
|---|---|---|
Pros |
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Cons |
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QUS | MKAX |
|---|---|
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 |