Compare AU

Compare IOZ vs. KSM

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

iShares Core S&P/ASX 200 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 IOZ and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IOZ

KSM

Popularity

Low

Low

Pearlers invested

711

1

Median incremental investment

$1,006.55

$1,004.26

Median investment frequency

Monthly

Monthly

Median total investment

$2,498.24

$917.28

Average age group

26 - 35

26 - 35


Key Summary

IOZ

KSM

Strategy

The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX.

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 (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

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

Top 3 industries

Financials (33.18 %)

Materials (17.85 %)

Health Care (8.77 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Management fee

0.05 %

1.31 %


Key Summary

IOZ

KSM

Issuer

iShares

K2

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

1.31 %

Price

$33.77

$2.35

Size

$6.698 billion

N/A

10Y return

44.94 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

5.33 %

0.21 %

Market

ASX

ASX

First listed date

09/12/2010

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

IOZ

KSM

Popularity

Low

Low

Pearlers invested

711

1

Median incremental investment

$1,006.55

$1,004.26

Median investment frequency

Monthly

Monthly

Median total investment

$2,498.24

$917.28

Average age group

26 - 35

26 - 35


Pros and Cons

IOZ

KSM

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IOZ

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

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