Compare AU
Compare KSM vs. QFN
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 QFN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $1,004.26 | $536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $885.92 | $2,056.25 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
KSM | QFN | |
|---|---|---|
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 | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | K2 Australian Small Cap Fund (Hedge Fund) (100 %) | COMMONWEALTH BANK OF AUSTRALIA (29.78 %) NATIONAL AUSTRALIA BANK LTD (15.53 %) WESTPAC BANKING CORP (13.12 %) |
Top 3 industries | Financials (99.61 %) Communication Services (2.56 %) Other (0.39 %) | |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
Management fee | 1.31 % | 0.34 % |
Key Summary
KSM | QFN | |
|---|---|---|
Issuer | K2 | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.34 % |
Price | $2.26 | $16.45 |
Size | N/A | $93.399 million |
10Y return | N/A | 39.29 % |
Annual dividend/ distribution yield (5Y) | 0.21 % | 5.63 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $1,004.26 | $536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $885.92 | $2,056.25 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
KSM | QFN | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | QFN |
|---|---|
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 |