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Compare RGOS 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 Russell Sust Global Opportunities Complex ETF (RGOS) 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
RGOS | MKAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $4,990.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,558.40 |
Average age group | N/A | 26 - 35 |
Key Summary
RGOS | MKAX | |
|---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares. | 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 | Microsoft Corp (4.67 %) NVIDIA Corp (3.44 %) Apple Inc (2.57 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.25 % |
Key Summary
RGOS | MKAX | |
|---|---|---|
Issuer | Russell | Montaka |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.25 % |
Price | $22.48 | $4.17 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.97 % | 4.82 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | MKAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $4,990.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,558.40 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RGOS | MKAX | |
|---|---|---|
Pros |
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Cons |
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RGOS | MKAX |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |