Compare AU
Compare SFY 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 SFY and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 1 |
Median incremental investment | $687.60 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,444.20 | $925.12 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | KSM | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 739.7m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. | 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 | Commonwealth Bank of Australia (14.18 %) BHP Group Ltd (9.93 %) CSL Ltd (6.03 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Financials (56.05 %) Materials (16.46 %) Health Care (10.34 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 1.31 % |
Key Summary
SFY | KSM | |
|---|---|---|
Issuer | SPDR | K2 |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 1.31 % |
Price | $72.21 | $2.36 |
Size | $739.261 million | $13.354 million |
10Y return | 32.42 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.78 % | 0.21 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 1 |
Median incremental investment | $687.60 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,444.20 | $925.12 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
SFY | 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 |