Compare AU
Compare IESG 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 IESG and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IESG | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 1 |
Median incremental investment | $1,909.47 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,961.22 | $909.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IESG | KSM | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 301.77m in AUM and 86 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers | 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 | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.01 % | 1.31 % |
Key Summary
IESG | KSM | |
|---|---|---|
Issuer | iShares | K2 |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.01 % | 1.31 % |
Price | $30.26 | $2.32 |
Size | $322.673 million | $13.038 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.63 % | 0.21 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 1 |
Median incremental investment | $1,909.47 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,961.22 | $909.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IESG | KSM | |
|---|---|---|
Pros |
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Cons |
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IESG | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |