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Compare HYGG vs. DAVA

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

Hyperion Gbl Growth Companies Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

HYGG

DAVA

Popularity

Low

N/A

Pearlers invested

49

0

Median incremental investment

$1,005.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,048.02

$0

Average age group

> 35

N/A


Key Summary

HYGG

DAVA

Strategy

HYGG.AX was created on 2014-06-01 by Hyperion. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss

DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.

Top 3 holdings

Tesla Inc (12.11 %)

ServiceNow Inc (9.48 %)

Amazon.com Inc (9.34 %)

Dimensional Australian Value Trust - Active ETF (100 %)

Top 3 industries

Information Technology (36.34 %)

Consumer Discretionary (28.41 %)

Communication Services (16.43 %)

Top 3 countries

United States (87.99 %)

Netherlands (6.45 %)

France (5.56 %)

Management fee

0.7 %

0.336 %


Key Summary

HYGG

DAVA

Issuer

Hyperion

Dimensional

Tracking index

MSCI World Index

Asset class

ETF

ETF

Management fee

0.7 %

0.336 %

Price

$6.91

$27.39

Size

N/A

N/A

10Y return

534.06 %

N/A

Annual distribution/ dividend yield (5Y)

- %

0.36 %

Market

ASX

ASX

First listed date

21/03/2021

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

HYGG

DAVA

Popularity

Low

N/A

Pearlers invested

49

0

Median incremental investment

$1,005.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,048.02

$0

Average age group

> 35

N/A


Pros and Cons

HYGG

DAVA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

HYGG

DAVA

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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