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Compare EX20 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 EX20 and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 1 |
Median incremental investment | $1,993.50 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,168.79 | $1,015.28 |
Average age group | > 35 | 26 - 35 |
Key Summary
EX20 | KSM | |
|---|---|---|
Strategy | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. | 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 | SPI 200 FUTURES MAR26 (0 %) NORTHERN STAR RESOURCES LTD (3.81 %) EVOLUTION MINING LTD (2.98 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) | |
Top 3 countries | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) | |
Management fee | 0.25 % | 1.31 % |
Key Summary
EX20 | KSM | |
|---|---|---|
Issuer | BetaShares | K2 |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 1.31 % |
Price | $22.77 | $2.59 |
Size | $620.659 million | $11.106 million |
10Y return | N/A | 10.68 % |
Annual distribution/ dividend yield (5Y) | 3.01 % | 0.42 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 1 |
Median incremental investment | $1,993.50 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,168.79 | $1,015.28 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
EX20 | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
EX20 | KSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |