Back
Compare AU
Compare KSM vs. IOZ
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 IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 907 |
Median incremental investment | $1,004.26 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.92 | $2,709.63 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
KSM | IOZ | |
|---|---|---|
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 fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 1.31 % | 0.05 % |
Key Summary
KSM | IOZ | |
|---|---|---|
Issuer | K2 | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.05 % |
Price | $2.45 | $34.72 |
Size | $11.585 million | $7.765 billion |
10Y return | N/A | 64.86 % |
Annual dividend/ distribution yield (5Y) | 0.42 % | 3.96 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 907 |
Median incremental investment | $1,004.26 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.92 | $2,709.63 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
KSM | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | IOZ |
|---|---|
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 |