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Compare WXOZ 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 State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) 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
WXOZ | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 1 |
Median incremental investment | $1,190.50 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,458.25 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | MKAX | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 733.74m in AUM and 689 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware 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 | NVIDIA Corp (7.32 %) Microsoft Corp (3.14 %) Alphabet Inc Class A (2.48 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | United States (88.72 %) China (4.98 %) Australia (2.24 %) |
Management fee | 0.04 % | 1.25 % |
Key Summary
WXOZ | MKAX | |
|---|---|---|
Issuer | SPDR | Montaka |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 1.25 % |
Price | $52.35 | $2.95 |
Size | $779.124 million | N/A |
10Y return | 118.67 % | N/A |
Annual distribution yield (5Y) | 6.71 % | 5.95 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 1 |
Median incremental investment | $1,190.50 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,458.25 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | MKAX | |
|---|---|---|
Pros |
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Cons |
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WXOZ | MKAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |