Back
Compare AU
Compare IIGF 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 IIGF and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IIGF | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,000.06 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,592.45 | $960.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
IIGF | KSM | |
|---|---|---|
Strategy | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. | 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 | ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (6.96 %) Lovisa Holdings Ltd (5.58 %) MA Financial Group Ltd (5.55 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.97 % | 1.31 % |
Key Summary
IIGF | KSM | |
|---|---|---|
Issuer | Intelligent Investor | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.31 % |
Price | $3.16 | $2.44 |
Size | $97.139 million | $11.369 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 6.11 % | 0.42 % |
Market | ASX | ASX |
First listed date | 05/10/2020 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IIGF | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $1,000.06 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,592.45 | $960.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IIGF | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
IIGF | 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 |