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Compare KSM vs. IHD
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 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 | 69 |
Median incremental investment | $1,004.26 | $747.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.92 | $1,661.00 |
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 356.17m in AUM and 50 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 Hedge Fund - Complex ETF (100 %) | WESTPAC BANKING CORPORATION CORP (10.34 %) NATIONAL AUSTRALIA BANK LTD (9.88 %) ANZ GROUP HOLDINGS LTD (9.84 %) |
Top 3 industries | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) | |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
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 | $2.51 | $16.51 |
Size | $11.585 million | $347.811 million |
10Y return | N/A | 25.17 % |
Annual dividend/ distribution yield (5Y) | 0.42 % | 5.40 % |
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 | 69 |
Median incremental investment | $1,004.26 | $747.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.92 | $1,661.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | IHD | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |