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Compare HYGG vs. IJR
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 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 | 101 | 90 |
Median incremental investment | $1,000.00 | $2,000.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,698.90 | $5,553.28 |
Average age group | 26 - 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 ETF currently has 3547.23m in AUM and 7 holdings. 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 (12.29 %) ServiceNow Inc (9.42 %) Microsoft Corp (7.95 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Information Technology (40.21 %) Consumer Discretionary (26.29 %) Communication Services (15.96 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | 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 | $7.00 | $170.87 |
Size | $3.565 billion | $736.170 million |
10Y return | 438.46 % | 113.41 % |
Annual distribution yield (5Y) | - % | 1.25 % |
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 | 101 | 90 |
Median incremental investment | $1,000.00 | $2,000.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,698.90 | $5,553.28 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HYGG | IJR | |
|---|---|---|
Pros |
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Cons |
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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 |