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Compare KSM vs. IHEB
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 IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,004.26 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $8,230.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | IHEB | |
|---|---|---|
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 | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | iShares JP Morgan $ EM Bond ETF USD Dist (100.25 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | |
Top 3 countries | ||
Management fee | 1.31 % | 0.51 % |
Key Summary
KSM | IHEB | |
|---|---|---|
Issuer | K2 | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.51 % |
Price | $2.48 | $78.39 |
Size | $11.585 million | $103.674 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 5.71 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,004.26 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $8,230.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | IHEB | |
|---|---|---|
Pros |
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Cons |
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KSM | IHEB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |