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Compare KSM vs. IOO
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 IOO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | IOO | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,091 |
Median incremental investment | $1,004.26 | $1,005.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $4,342.86 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
KSM | IOO | |
|---|---|---|
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 | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | ISHARES GLOBAL 100 ETF TRUST (99.97 %) USD CASH (0.01 %) AUD CASH (0.01 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (81.31 %) United Kingdom of Great Britain and Northern Ireland (4.25 %) Switzerland (3.23 %) | |
Management fee | 1.31 % | 0.4 % |
Key Summary
KSM | IOO | |
|---|---|---|
Issuer | K2 | iShares |
Tracking index | S&P Global 100 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.4 % |
Price | $2.48 | $188.82 |
Size | $11.585 million | $5.406 billion |
10Y return | N/A | 250.25 % |
Annual dividend/ distribution yield (5Y) | 0.42 % | 1.49 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | IOO | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,091 |
Median incremental investment | $1,004.26 | $1,005.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $4,342.86 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
KSM | IOO | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | IOO |
|---|---|
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 |