Compare AU

Compare HYGG vs. GROW

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 GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

GROW

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

GROW

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

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

Tesla Inc (12.11 %)

ServiceNow Inc (9.48 %)

Amazon.com Inc (9.34 %)

Schroder Real Return (Managed Fund) (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 %)

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.7 %

0.84 %


Key Summary

HYGG

GROW

Issuer

Hyperion

Schroder

Tracking index

MSCI World Index

Asset class

ETF

ETF

Management fee

0.7 %

0.84 %

Price

$6.79

$3.86

Size

N/A

$56.823 million

10Y return

523.05 %

N/A

Annual distribution/ dividend yield (5Y)

- %

3.83 %

Market

ASX

ASX

First listed date

21/03/2021

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

HYGG

GROW

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

GROW

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

HYGG

GROW

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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