Compare AU

Compare KSM vs. IFRA

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

Community Stats

KSM

IFRA

Popularity

Low

Low

Pearlers invested

1

129

Median incremental investment

$1,004.26

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$909.44

$3,839.13

Average age group

26 - 35

> 35


Key Summary

KSM

IFRA

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

IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis

Top 3 holdings

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

Transurban Group (5.00 %)

Aena SME SA (4.92 %)

NextEra Energy Inc (4.75 %)

Top 3 industries

Industrials (45.21 %)

Utilities (38.26 %)

Energy (8.49 %)

Top 3 countries

United States (60.06 %)

Canada (10.62 %)

Spain (6.21 %)

Management fee

1.31 %

0.52 %


Key Summary

KSM

IFRA

Issuer

K2

VanEck

Tracking index

FTSE Developed Core Infrastructure 50/50 Index - CAD

Asset class

ETF

ETF

Management fee

1.31 %

0.52 %

Price

$2.32

$21.52

Size

N/A

$1.213 billion

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.21 %

3.32 %

Market

ASX

ASX

First listed date

15/12/2015

03/05/2016

Purchase fee

$6.50

$6.50


Community Stats

KSM

IFRA

Popularity

Low

Low

Pearlers invested

1

129

Median incremental investment

$1,004.26

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$909.44

$3,839.13

Average age group

26 - 35

> 35


Pros and Cons

KSM

IFRA

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

IFRA

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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