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Compare KSM vs. VDHG
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 VDHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | VDHG | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 10,664 |
Median incremental investment | $1,004.26 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $3,027.03 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
KSM | VDHG | |
|---|---|---|
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 | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) | |
Top 3 countries | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) | |
Management fee | 1.31 % | 0.27 % |
Key Summary
KSM | VDHG | |
|---|---|---|
Issuer | K2 | Vanguard |
Tracking index | 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.27 % |
Price | $2.48 | $73.83 |
Size | $11.585 million | $3.350 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 4.91 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | VDHG | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 10,664 |
Median incremental investment | $1,004.26 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $3,027.03 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
KSM | VDHG | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | VDHG |
|---|---|
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 |