Compare AU

Compare HYGG vs. DJRE

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, 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

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

HYGG

DJRE

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

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