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Compare KSM vs. SPY
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 KSM and SPY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 268 |
Median incremental investment | $1,004.26 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $929.04 | $2,336.43 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
KSM | SPY | |
|---|---|---|
Strategy | 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 | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | Microsoft Corp (6.78 %) NVIDIA Corp (6.78 %) Apple Inc (5.98 %) |
Top 3 industries | Information Technology (60.67 %) Consumer Discretionary (16.30 %) Communication Services (13.37 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 1.31 % | 0.0945 % |
Key Summary
KSM | SPY | |
|---|---|---|
Issuer | K2 | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.0945 % |
Price | $2.37 | $932.23 |
Size | $12.878 million | $936.303 billion |
10Y return | N/A | 242.73 % |
Annual dividend/ distribution yield (5Y) | 0.35 % | 1.21 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 268 |
Median incremental investment | $1,004.26 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $929.04 | $2,336.43 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
KSM | SPY | |
|---|---|---|
Pros |
| |
Cons |
|
KSM | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |