Compare AU

Compare DVDY vs. KSM

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Morningstar Australian Moat Income ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DVDY and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DVDY

KSM

Popularity

Low

Low

Pearlers invested

50

1

Median incremental investment

$645.00

$1,004.26

Median investment frequency

Monthly

Monthly

Median total investment

$1,567.68

$936.88

Average age group

> 35

26 - 35


Key Summary

DVDY

KSM

Strategy

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

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

Perpetual Ltd (4.44 %)

Ansell Ltd (4.44 %)

Computershare Ltd (4.39 %)

K2 Australian Small Cap Fund (Hedge Fund) (100 %)

Top 3 industries

Financials (30.64 %)

Industrials (30.08 %)

Consumer Discretionary (20.05 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

1.31 %


Key Summary

DVDY

KSM

Issuer

VanEck

K2

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

1.31 %

Price

$22.72

$2.39

Size

$66.679 million

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

4.64 %

0.21 %

Market

ASX

ASX

First listed date

09/09/2020

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

DVDY

KSM

Popularity

Low

Low

Pearlers invested

50

1

Median incremental investment

$645.00

$1,004.26

Median investment frequency

Monthly

Monthly

Median total investment

$1,567.68

$936.88

Average age group

> 35

26 - 35


Pros and Cons

DVDY

KSM

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

DVDY

KSM

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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