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Compare AU

Compare KSM vs. MHOT

Compare shares and ETFs on the ASX that you can trade on Pearler.

K2 Australian Small Cap Hedge Fund - Complex ETF

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 MHOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

KSM

MHOT

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$1,004.26

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$983.92

$10,685.22

Average age group

26 - 35

> 35

Key Summary

KSM

MHOT

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

MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.

Top 3 holdings

K2 Australian Small Cap Hedge Fund - Complex ETF (100 %)

Applied Materials Inc (3.44 %)

Thermo Fisher Scientific Inc (3.15 %)

Huntington Ingalls Industries Inc (3.12 %)

Top 3 industries

Other (79.68 %)

Industrials (6.90 %)

Information Technology (6.82 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

1.31 %

0.52 %

Key Summary

KSM

MHOT

Issuer

K2

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

1.31 %

0.52 %

Price

$2.45

$135.85

Size

$11.585 million

$45.967 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.42 %

4.61 %

Market

ASX

ASX

First listed date

15/12/2015

08/11/2023

Purchase fee

$6.50

$6.50

Community Stats

KSM

MHOT

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$1,004.26

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$983.92

$10,685.22

Average age group

26 - 35

> 35

Pros and Cons

KSM

MHOT

Pros

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

MHOT

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield