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Compare IVE 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 IVE and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVE | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 81 | 1 |
Median incremental investment | $1,426.87 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,383.40 | $901.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
IVE | KSM | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | 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 | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | |
Top 3 countries | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) | |
Management fee | 0.32 % | 1.31 % |
Key Summary
IVE | KSM | |
|---|---|---|
Issuer | iShares | K2 |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 1.31 % |
Price | $141.15 | $2.30 |
Size | $587.220 million | $2.757 million |
10Y return | 78.81 % | -9.09 % |
Annual distribution/ dividend yield (5Y) | 2.82 % | 0.42 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 81 | 1 |
Median incremental investment | $1,426.87 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,383.40 | $901.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IVE | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
IVE | 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 |