Compare AU
Compare HYGG vs. GOAT
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 Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 47 |
Median incremental investment | $1,004.25 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,079.52 | $2,610.38 |
Average age group | > 35 | > 35 |
Key Summary
HYGG | GOAT | |
|---|---|---|
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 | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Tesla Inc (12.60 %) ServiceNow Inc (9.55 %) Amazon.com Inc (8.96 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Information Technology (36.95 %) Consumer Discretionary (28.04 %) Communication Services (15.30 %) | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.7 % | 0.55 % |
Key Summary
HYGG | GOAT | |
|---|---|---|
Issuer | Hyperion | VanEck |
Tracking index | MSCI World Index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.55 % |
Price | $6.86 | $27.77 |
Size | N/A | $43.795 million |
10Y return | 533.48 % | N/A |
Annual distribution yield (5Y) | - % | 2.60 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 47 |
Median incremental investment | $1,004.25 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,079.52 | $2,610.38 |
Average age group | > 35 | > 35 |
Pros and Cons
HYGG | GOAT | |
|---|---|---|
Pros |
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Cons |
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HYGG | GOAT |
|---|---|
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 |