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Compare IJH vs. KSM

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

iShares S&P Mid-Cap 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 IJH and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IJH

KSM

Popularity

Low

Low

Pearlers invested

34

1

Median incremental investment

$1,026.46

$1,004.26

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,782.86

$936.88

Average age group

> 35

26 - 35


Key Summary

IJH

KSM

Strategy

IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities.

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

USD CASH (0.25 %)

AUD CASH (0.03 %)

USD/AUD (0.00 %)

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

Top 3 industries

Other (99.67 %)

Communication Services (0.00 %)

Top 3 countries

United States (98.41 %)

United Kingdom of Great Britain and Northern Ireland (0.60 %)

Canada (0.54 %)

Management fee

0.07 %

1.31 %


Key Summary

IJH

KSM

Issuer

iShares

K2

Tracking index

S&P MidCap 400 Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

1.31 %

Price

$51.82

$2.39

Size

$438.097 million

N/A

10Y return

203.04 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

8.31 %

0.21 %

Market

ASX

ASX

First listed date

10/10/2007

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

IJH

KSM

Popularity

Low

Low

Pearlers invested

34

1

Median incremental investment

$1,026.46

$1,004.26

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,782.86

$936.88

Average age group

> 35

26 - 35


Pros and Cons

IJH

KSM

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IJH

KSM

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

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