Compare AU

Compare HYGG vs. IJR

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 iShares S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

IJR

Popularity

Low

Low

Pearlers invested

48

76

Median incremental investment

$1,010.50

$1,996.75

Median investment frequency

Monthly

Monthly

Median total investment

$6,367.44

$6,844.32

Average age group

> 35

> 35


Key Summary

HYGG

IJR

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

IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities.

Top 3 holdings

Tesla Inc (12.17 %)

ServiceNow Inc (9.33 %)

Amazon.com Inc (9.33 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Information Technology (36.69 %)

Consumer Discretionary (28.73 %)

Communication Services (16.49 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (98.93 %)

Management fee

0.7 %

0.07 %


Key Summary

HYGG

IJR

Issuer

Hyperion

iShares

Tracking index

MSCI World Index

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.7 %

0.07 %

Price

$6.31

$190.76

Size

N/A

$660.845 million

10Y return

516.51 %

196.46 %

Annual distribution yield (5Y)

- %

1.24 %

Market

ASX

ASX

First listed date

21/03/2021

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

HYGG

IJR

Popularity

Low

Low

Pearlers invested

48

76

Median incremental investment

$1,010.50

$1,996.75

Median investment frequency

Monthly

Monthly

Median total investment

$6,367.44

$6,844.32

Average age group

> 35

> 35


Pros and Cons

HYGG

IJR

Pros

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

HYGG

IJR

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

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