Compare AU

Compare QRE vs. KSM

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Resources Sector ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are QRE and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

QRE

KSM

Popularity

Low

Low

Pearlers invested

91

1

Median incremental investment

$993.50

$1,004.26

Median investment frequency

Monthly

Monthly

Median total investment

$1,631.57

$885.92

Average age group

> 35

26 - 35


Key Summary

QRE

KSM

Strategy

QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more.

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 (40.58 %)

WOODSIDE ENERGY GROUP LTD (10.31 %)

RIO TINTO LTD (8.20 %)

K2 Australian Small Cap Fund (Hedge Fund) (100 %)

Top 3 industries

Materials (75.78 %)

Energy (21.55 %)

Other (2.67 %)

Top 3 countries

Australia (97.20 %)

United States (2.39 %)

China (0.41 %)

Management fee

0.34 %

1.31 %


Key Summary

QRE

KSM

Issuer

BetaShares

K2

Tracking index

Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.34 %

1.31 %

Price

$6.77

$2.26

Size

$302.666 million

N/A

10Y return

46.54 %

N/A

Annual distribution/ dividend yield (5Y)

8.87 %

0.21 %

Market

ASX

ASX

First listed date

15/12/2010

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

QRE

KSM

Popularity

Low

Low

Pearlers invested

91

1

Median incremental investment

$993.50

$1,004.26

Median investment frequency

Monthly

Monthly

Median total investment

$1,631.57

$885.92

Average age group

> 35

26 - 35


Pros and Cons

QRE

KSM

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QRE

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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