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Compare KSM vs. MVS
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 MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,004.26 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $1,117.22 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | MVS | |
|---|---|---|
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 | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | Kingsgate Consolidated Ltd (2.50 %) Westgold Resources Ltd (2.33 %) SRG Global Ltd (2.26 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 1.31 % | 0.49 % |
Key Summary
KSM | MVS | |
|---|---|---|
Issuer | K2 | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.49 % |
Price | $2.48 | $22.57 |
Size | $11.585 million | $208.374 million |
10Y return | N/A | 42.49 % |
Annual dividend/ distribution yield (5Y) | 0.42 % | 3.86 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,004.26 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $1,117.22 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | MVS | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |