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Compare KSM vs. WVOL
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 WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,004.26 | $2,052.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $956.48 | $3,217.72 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | WVOL | |
|---|---|---|
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 | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 1.31 % | 0.3 % |
Key Summary
KSM | WVOL | |
|---|---|---|
Issuer | K2 | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.3 % |
Price | $2.44 | $45.32 |
Size | $11.369 million | $79.846 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 2.68 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,004.26 | $2,052.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $956.48 | $3,217.72 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | WVOL | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | WVOL |
|---|---|
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 |