Compare AU
Compare HYGG vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 13 |
Median incremental investment | $1,000.83 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,037.08 | $4,761.90 |
Average age group | > 35 | > 35 |
Key Summary
HYGG | IISV | |
|---|---|---|
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 | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | Tesla Inc (12.47 %) Block Inc Class A (10.84 %) Amazon.com Inc (9.44 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) |
Top 3 industries | Information Technology (34.16 %) Consumer Discretionary (28.27 %) Communication Services (15.62 %) | Financials (39.80 %) Other (24.53 %) Information Technology (12.36 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.7 % | 0.97 % |
Key Summary
HYGG | IISV | |
|---|---|---|
Issuer | Hyperion | Intelligent Investor |
Tracking index | MSCI World Index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.97 % |
Price | $5.95 | $3.33 |
Size | N/A | N/A |
10Y return | 378.49 % | N/A |
Annual distribution yield (5Y) | - % | 0.07 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 13 |
Median incremental investment | $1,000.83 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,037.08 | $4,761.90 |
Average age group | > 35 | > 35 |
Pros and Cons
HYGG | IISV | |
|---|---|---|
Pros |
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Cons |
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HYGG | IISV |
|---|---|
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 |