Compare AU

Compare HYGG vs. HVST

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 BetaShares Australian Dividend Harvester Fund (Managed Fund) (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

HVST

Popularity

Low

Low

Pearlers invested

48

49

Median incremental investment

$1,009.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$6,192.00

$3,195.44

Average age group

> 35

> 35


Key Summary

HYGG

HVST

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

HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 228.6m in AUM and 54 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis.

Top 3 holdings

Tesla Inc (12.17 %)

ServiceNow Inc (9.33 %)

Amazon.com Inc (9.33 %)

BETASHARES AUSTRALIA 200 ETF (24.70 %)

COMMONWEALTH BANK OF AUSTRALIA (10.55 %)

BETASHARES AUSTRALIAN RESOURCE (9.04 %)

Top 3 industries

Information Technology (36.69 %)

Consumer Discretionary (28.73 %)

Communication Services (16.49 %)

Other (47.20 %)

Financials (16.27 %)

Health Care (6.88 %)

Top 3 countries

Australia (97.05 %)

United States (2.00 %)

United Kingdom of Great Britain and Northern Ireland (0.56 %)

Management fee

0.7 %

0.65 %


Key Summary

HYGG

HVST

Issuer

Hyperion

BetaShares

Tracking index

MSCI World Index

Asset class

ETF

ETF

Management fee

0.7 %

0.65 %

Price

$6.18

$13.54

Size

N/A

$228.944 million

10Y return

506.95 %

-46.25 %

Annual distribution yield (5Y)

- %

9.27 %

Market

ASX

ASX

First listed date

21/03/2021

03/11/2014

Purchase fee

$6.50

$6.50


Community Stats

HYGG

HVST

Popularity

Low

Low

Pearlers invested

48

49

Median incremental investment

$1,009.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$6,192.00

$3,195.44

Average age group

> 35

> 35


Pros and Cons

HYGG

HVST

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

HYGG

HVST

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home