Compare AU
Compare AAA vs. KSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 156 | 1 |
Median incremental investment | $5,628.62 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,933.09 | $882.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | KSM | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Communication Services (100.00 %) | |
Top 3 countries | ||
Management fee | 0.18 % | 1.31 % |
Key Summary
AAA | KSM | |
|---|---|---|
Issuer | BetaShares | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 1.31 % |
Price | $50.21 | $2.25 |
Size | $4.272 billion | $12.151 million |
10Y return | 0.12 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.35 % | 0.21 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 156 | 1 |
Median incremental investment | $5,628.62 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,933.09 | $882.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | KSM | |
|---|---|---|
Pros |
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Cons |
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AAA | KSM |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |