Compare AU
Compare HYGG vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | IESG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 60 |
Median incremental investment | $1,004.25 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,193.34 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
HYGG | IESG | |
---|---|---|
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 | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 293.88m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Tesla Inc (12.60 %) ServiceNow Inc (9.55 %) Amazon.com Inc (8.96 %) | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) |
Top 3 industries | Information Technology (36.95 %) Consumer Discretionary (28.04 %) Communication Services (15.30 %) | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.7 % | 0.01 % |
Key Summary
HYGG | IESG | |
---|---|---|
Issuer | Hyperion | iShares |
Tracking index | MSCI World Index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.01 % |
Price | $6.93 | $30.80 |
Size | N/A | $291.893 million |
10Y return | 508.00 % | N/A |
Annual distribution yield (5Y) | - % | 2.35 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | IESG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 60 |
Median incremental investment | $1,004.25 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,193.34 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HYGG | IESG | |
---|---|---|
Pros |
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Cons |
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HYGG | IESG |
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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 |