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Compare KSM vs. IIGF
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 IIGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,004.26 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $921.20 | $3,684.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | IIGF | |
|---|---|---|
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 | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) | |
Top 3 countries | Australia (60.37 %) United States (14.63 %) United Kingdom of Great Britain and Northern Ireland (9.34 %) | |
Management fee | 1.31 % | 0.97 % |
Key Summary
KSM | IIGF | |
|---|---|---|
Issuer | K2 | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.97 % |
Price | $2.35 | $3.07 |
Size | $9.061 million | $85.564 million |
10Y return | -2.49 % | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 5.59 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,004.26 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $921.20 | $3,684.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | IIGF | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |