Compare AU

Compare KSM vs. IIGF

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 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

18

Median incremental investment

$1,004.26

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$921.20

$2,927.52

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 Fund (Hedge Fund) (100 %)

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

Australia (79.00 %)

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

$3.04

Size

N/A

$106.785 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.21 %

5.21 %

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

18

Median incremental investment

$1,004.26

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$921.20

$2,927.52

Average age group

26 - 35

> 35


Pros and Cons

KSM

IIGF

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

IIGF

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home