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Compare MSTR vs. KSM
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 MSTR and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MSTR | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $750.50 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.26 | $960.40 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MSTR | KSM | |
|---|---|---|
Strategy | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares | 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 |
Top 3 holdings | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | |
Management fee | 0.39 % | 1.31 % |
Key Summary
MSTR | KSM | |
|---|---|---|
Issuer | Morningstar | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 1.31 % |
Price | $9.18 | $2.45 |
Size | N/A | $11.369 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 11.37 % | 0.42 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $750.50 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.26 | $960.40 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MSTR | KSM | |
|---|---|---|
Pros |
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Cons |
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MSTR | KSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |