Back
Compare AU
Compare KSM vs. EIGA
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 KSM and EIGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 57 |
Median incremental investment | $1,004.26 | $548.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $1,198.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | EIGA | |
|---|---|---|
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 | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | BHP Group Ltd (10.83 %) Commonwealth Bank of Australia (7.45 %) CSL Ltd (6.98 %) |
Top 3 industries | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) | |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 1.31 % | 0.8 % |
Key Summary
KSM | EIGA | |
|---|---|---|
Issuer | K2 | Perennial |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.8 % |
Price | $2.48 | $3.70 |
Size | $11.585 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 5.42 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 57 |
Median incremental investment | $1,004.26 | $548.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $1,198.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | EIGA | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |