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SVNPSavana / K2 · Equity - Global Strategy · Equity · United States · Active

Savana US Small Caps Active ETF

Fee p.a.
1.00%
ASX report
Fund size
A$6.2m
12m flow A$1.2m
Yield
2.0%
1 payments / yr
Volatility 3y
25.0%
annualised
Max DD 3y
−26.8%
all-time −26.8%
Listed
2022
27 Jan 2022 · spread 0.82%

Growth of $10,000

Since listing, distributions reinvested
$8k$9k$10k$11k$12k$13k$14k$15k20222023202420252026
$10,000 at listing$14,388 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.8%
1.6%
3 months
7.8%
6 months
17.1%
Year to date
15.7%
1 year
32.5%
3 years p.a.
19.2%
18.2%
5 years p.a.
10 years p.a.
Since listing p.a.
8.0%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.61Vol 1y 24.9%Vol 5y 22.9%Max DD 1y −10.5%Max DD 5y −26.8%Best year 19.2%100% positive years

Calendar-year returns

2023
0.5%
2024
19.2%
2025
15.4%
2026
15.7%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Vanguard Global Value Equity Active ETF
0.28%
0.49
VanEck Morningstar Wide Moat ETF
0.49%
0.49
Betashares S&P 500 Equal Weight ETF
0.29%
0.45
iShares S&P Midcap ETF
0.07%
0.44
iShares S&P Small-Cap ETF
0.07%
0.43
Global X Morningstar Global Technology ETF
0.45%
0.43
Vanguard US Total Market Shares Index ETF
0.03%
0.41
Betashares Global Sustainability Leaders ETF
0.59%
0.40
SPDR S&P 500 ETF
0.09%
0.40
iShares S&P 500 ETF
0.04%
0.40
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