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Compare SMLL 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 SMLL and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $1,994.35 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,322.16 | $956.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
SMLL | KSM | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | 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 | SPI 200 FUTURES DEC25 (0 %) PERSEUS MINING LTD (5.49 %) GENESIS MINERALS LTD (4.25 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) | |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.39 % | 1.31 % |
Key Summary
SMLL | KSM | |
|---|---|---|
Issuer | BetaShares | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 1.31 % |
Price | $4.53 | $2.44 |
Size | $321.167 million | $11.369 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.25 % | 0.42 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $1,994.35 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,322.16 | $956.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SMLL | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
SMLL | 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 |