Compare AU

Compare KSM vs. AAA

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

K2 Australian Small Cap Fund (Hedge Fund)

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 KSM and AAA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

KSM

AAA

Popularity

Low

Low

Pearlers invested

1

149

Median incremental investment

$1,004.26

$6,161.46

Median investment frequency

Monthly

Monthly

Median total investment

$885.92

$2,060.66

Average age group

26 - 35

> 35


Key Summary

KSM

AAA

Strategy

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

AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses).

Top 3 holdings

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

AUD - AUSTRALIA DOLLAR (100.00 %)

Top 3 industries

Communication Services (100.00 %)

Top 3 countries

Management fee

1.31 %

0.18 %


Key Summary

KSM

AAA

Issuer

K2

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.31 %

0.18 %

Price

$2.26

$50.26

Size

N/A

$3.599 billion

10Y return

N/A

0.08 %

Annual dividend/โ€Šdistribution yield (5Y)

0.21 %

2.12 %

Market

ASX

ASX

First listed date

15/12/2015

07/03/2012

Purchase fee

$6.50

$6.50


Community Stats

KSM

AAA

Popularity

Low

Low

Pearlers invested

1

149

Median incremental investment

$1,004.26

$6,161.46

Median investment frequency

Monthly

Monthly

Median total investment

$885.92

$2,060.66

Average age group

26 - 35

> 35


Pros and Cons

KSM

AAA

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

AAA

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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