Back
Compare AU
Compare KSM vs. IHVV
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 IHVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 221 |
Median incremental investment | $1,004.26 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $4,151.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | IHVV | |
|---|---|---|
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 | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 1.31 % | 0.1 % |
Key Summary
KSM | IHVV | |
|---|---|---|
Issuer | K2 | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.1 % |
Price | $2.48 | $61.33 |
Size | $11.760 million | $3.227 billion |
10Y return | N/A | 134.66 % |
Annual dividend/ distribution yield (5Y) | 0.42 % | 5.32 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 221 |
Median incremental investment | $1,004.26 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $4,151.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |