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Compare KSM vs. IGB
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 IGB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,004.26 | $832.98 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $983.92 | $1,479.60 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
KSM | IGB | |
|---|---|---|
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 | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 414.59m in AUM and 31 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | ||
Management fee | 1.31 % | 0.26 % |
Key Summary
KSM | IGB | |
|---|---|---|
Issuer | K2 | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.26 % |
Price | $2.53 | $98.65 |
Size | $11.585 million | $417.015 million |
10Y return | N/A | -3.56 % |
Annual dividend/ distribution yield (5Y) | 0.42 % | 1.80 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,004.26 | $832.98 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $983.92 | $1,479.60 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
KSM | IGB | |
|---|---|---|
Pros |
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Cons |
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KSM | IGB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |