Compare AU
Compare KSM vs. VDBA
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 VDBA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $1,004.26 | $1,998.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $909.44 | $5,175.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | VDBA | |
|---|---|---|
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 | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | K2 Australian Small Cap Fund (Hedge Fund) (100 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | |
Top 3 countries | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) | |
Management fee | 1.31 % | 0.27 % |
Key Summary
KSM | VDBA | |
|---|---|---|
Issuer | K2 | Vanguard |
Tracking index | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.27 % |
Price | $2.32 | $57.19 |
Size | N/A | $1.129 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.21 % | 4.56 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $1,004.26 | $1,998.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $909.44 | $5,175.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | VDBA | |
|---|---|---|
Pros |
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Cons |
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KSM | VDBA |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |