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Compare HYGG vs. HGBL
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 Global Growth Companies Fund - Active ETF (HYGG) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 129 | 100 |
Median incremental investment | $994.78 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,122.21 | $24,538.39 |
Average age group | 26 - 35 | > 35 |
Key Summary
HYGG | HGBL | |
|---|---|---|
Strategy | HYGG.AX was created on 2014-06-01 by Hyperion. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 3113.66m in AUM and 6 holdings. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Tesla Inc (12.78 %) Amazon.com Inc (9.66 %) NVIDIA Corp (9.61 %) | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (5.66 %) APPLE INC (4.68 %) |
Top 3 industries | Information Technology (40.46 %) Consumer Discretionary (27.08 %) Communication Services (16.69 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (92.29 %) Netherlands (3.76 %) France (2.37 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.7 % | 0.11 % |
Key Summary
HYGG | HGBL | |
|---|---|---|
Issuer | Hyperion | BetaShares |
Tracking index | MSCI World Index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.11 % |
Price | $6.10 | $80.08 |
Size | $3.099 billion | $2.232 billion |
10Y return | 378.99 % | N/A |
Annual distribution yield (5Y) | - % | 1.40 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 129 | 100 |
Median incremental investment | $994.78 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,122.21 | $24,538.39 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HYGG | HGBL | |
|---|---|---|
Pros |
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Cons |
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HYGG | HGBL |
|---|---|
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 |