Compare AU

Compare KSM vs. IHD

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

Community Stats

KSM

IHD

Popularity

Low

Low

Pearlers invested

1

30

Median incremental investment

$1,004.26

$660.98

Median investment frequency

Monthly

Monthly

Median total investment

$921.20

$1,325.25

Average age group

26 - 35

> 35


Key Summary

KSM

IHD

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

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 312.86m in AUM and 51 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

Top 3 holdings

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

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

Management fee

1.31 %

0.23 %


Key Summary

KSM

IHD

Issuer

K2

iShares

Tracking index

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

1.31 %

0.23 %

Price

$2.35

$14.25

Size

N/A

$310.674 million

10Y return

N/A

-6.80 %

Annual dividend/โ€Šdistribution yield (5Y)

0.21 %

7.42 %

Market

ASX

ASX

First listed date

15/12/2015

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

KSM

IHD

Popularity

Low

Low

Pearlers invested

1

30

Median incremental investment

$1,004.26

$660.98

Median investment frequency

Monthly

Monthly

Median total investment

$921.20

$1,325.25

Average age group

26 - 35

> 35


Pros and Cons

KSM

IHD

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

IHD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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