Compare AU

Compare KSM vs. CFLO

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

Community Stats

KSM

CFLO

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$1,004.26

$1,023.46

Median investment frequency

Monthly

Monthly

Median total investment

$885.92

$3,223.63

Average age group

26 - 35

> 35


Key Summary

KSM

CFLO

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

CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index.

Top 3 holdings

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

Costco Wholesale Corp (4.30 %)

Berkshire Hathaway Inc Class B (4.20 %)

Adobe Inc (4.19 %)

Top 3 industries

Information Technology (30.64 %)

Consumer Staples (21.08 %)

Health Care (17.42 %)

Top 3 countries

United States (73.41 %)

Japan (8.36 %)

Switzerland (3.49 %)

Management fee

1.31 %

0.4 %


Key Summary

KSM

CFLO

Issuer

K2

BetaShares

Tracking index

Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.31 %

0.4 %

Price

$2.26

$18.58

Size

N/A

$32.237 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.21 %

0.31 %

Market

ASX

ASX

First listed date

15/12/2015

15/11/2023

Purchase fee

$6.50

$6.50


Community Stats

KSM

CFLO

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$1,004.26

$1,023.46

Median investment frequency

Monthly

Monthly

Median total investment

$885.92

$3,223.63

Average age group

26 - 35

> 35


Pros and Cons

KSM

CFLO

Pros

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

CFLO

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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