Compare AU
Compare HYGG vs. DJRE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Hyperion Gbl Growth Companies Fund (Managed Fund) (HYGG) and the SPDR Dow Jones Global Real Estate Esg Fund (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | DJRE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 118 |
Median incremental investment | $1,000.25 | $1,043.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,080.08 | $4,023.86 |
Average age group | > 35 | > 35 |
Key Summary
HYGG | DJRE | |
---|---|---|
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 | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 452.98m in AUM and 229 holdings. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. |
Top 3 holdings | Tesla Inc (12.47 %) Block Inc Class A (10.84 %) Amazon.com Inc (9.44 %) | Prologis Inc (8.16 %) Equinix Inc (5.98 %) Welltower Inc (5.50 %) |
Top 3 industries | Information Technology (34.16 %) Consumer Discretionary (28.27 %) Communication Services (15.62 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) |
Management fee | 0.7 % | 0.2 % |
Key Summary
HYGG | DJRE | |
---|---|---|
Issuer | Hyperion | SPDR |
Tracking index | MSCI World Index | DJ Global Select Real Estate Securities Index (RESI) |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.2 % |
Price | $7.15 | $22.17 |
Size | N/A | $449.970 million |
10Y return | 491.20 % | 3.74 % |
Annual distribution yield (5Y) | - % | 3.58 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | DJRE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 118 |
Median incremental investment | $1,000.25 | $1,043.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,080.08 | $4,023.86 |
Average age group | > 35 | > 35 |
Pros and Cons
HYGG | DJRE | |
---|---|---|
Pros |
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Cons |
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HYGG | DJRE |
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Lower exposure to AU market | Higher exposure to AU market |
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 |