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Compare QUAL 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 MSCI International Quality ETF (QUAL) 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
QUAL | MKAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,377 | 1 |
Median incremental investment | $969.08 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,436.20 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUAL | MKAX | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 (5.71 %) Meta Platforms Inc Class A (5.60 %) Microsoft Corp (5.26 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Information Technology (42.89 %) Communication Services (29.61 %) Financials (8.84 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.4 % | 1.25 % |
Key Summary
QUAL | MKAX | |
|---|---|---|
Issuer | VanEck | Montaka |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.25 % |
Price | $57.49 | $4.11 |
Size | $7.310 billion | N/A |
10Y return | 218.33 % | N/A |
Annual distribution yield (5Y) | 1.90 % | 4.82 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | MKAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,377 | 1 |
Median incremental investment | $969.08 | $4,990.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,436.20 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUAL | MKAX | |
|---|---|---|
Pros |
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Cons |
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QUAL | 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 |