Compare AU

Compare XALG vs. KSM

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

Alphinity Global Equity Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

XALG

KSM

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$993.50

$1,004.26

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$885.92

Average age group

< 26

26 - 35


Key Summary

XALG

KSM

Strategy

XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods.

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

Alphinity Global Equity Fund - Active ETF (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0.75 %

1.31 %


Key Summary

XALG

KSM

Issuer

Alphinity

K2

Tracking index

Asset class

ETF

ETF

Management fee

0.75 %

1.31 %

Price

$12.18

$2.26

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.74 %

0.21 %

Market

ASX

ASX

First listed date

16/01/2023

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

XALG

KSM

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$993.50

$1,004.26

Median investment frequency

Daily

Monthly

Median total investment

$1,012.61

$885.92

Average age group

< 26

26 - 35


Pros and Cons

XALG

KSM

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

XALG

KSM

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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