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Compare MVOL 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 MVOL and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $2,749.00 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,579.31 | $901.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | KSM | |
|---|---|---|
Strategy | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 30.37m in AUM and 95 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | 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 | BHP GROUP LTD (6.04 %) TELSTRA GROUP LTD (5.97 %) ANZ GROUP HOLDINGS LTD (4.01 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) | |
Top 3 countries | Australia (99.77 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) | |
Management fee | 0.3 % | 1.31 % |
Key Summary
MVOL | KSM | |
|---|---|---|
Issuer | iShares | K2 |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.31 % |
Price | $35.09 | $2.30 |
Size | $30.202 million | $2.757 million |
10Y return | N/A | -9.09 % |
Annual distribution/ dividend yield (5Y) | 4.32 % | 0.42 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $2,749.00 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,579.31 | $901.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | KSM | |
|---|---|---|
Pros |
| |
Cons |
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MVOL | KSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |