Compare AU

Compare KSM vs. IHHY

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

Community Stats

KSM

IHHY

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$1,004.26

$2,013.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$885.92

$7,743.90

Average age group

26 - 35

> 35


Key Summary

KSM

IHHY

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

IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to Australian dollars).

Top 3 holdings

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

ISH GLBL HY CP BD UCITS USD DIST (101.58 %)

USD CASH (0.08 %)

AUD CASH (0.05 %)

Top 3 industries

Other (93.76 %)

Communication Services (0.00 %)

Top 3 countries

United States (100.00 %)

Management fee

1.31 %

0.56 %


Key Summary

KSM

IHHY

Issuer

K2

iShares

Tracking index

Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

1.31 %

0.56 %

Price

$2.26

$93.30

Size

N/A

$215.084 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.21 %

4.93 %

Market

ASX

ASX

First listed date

15/12/2015

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

KSM

IHHY

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$1,004.26

$2,013.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$885.92

$7,743.90

Average age group

26 - 35

> 35


Pros and Cons

KSM

IHHY

Pros

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

IHHY

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

Home