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Compare HYGG vs. INIF

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, shares and ETFs are a popular choice. Two options in the ASX are HYGG and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

INIF

Popularity

Low

Low

Pearlers invested

49

10

Median incremental investment

$1,005.00

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$7,048.02

$7,897.41

Average age group

> 35

26 - 35


Key Summary

HYGG

INIF

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

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

Top 3 holdings

Tesla Inc (12.11 %)

ServiceNow Inc (9.48 %)

Amazon.com Inc (9.34 %)

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

Top 3 industries

Information Technology (36.34 %)

Consumer Discretionary (28.41 %)

Communication Services (16.43 %)

Top 3 countries

United States (87.99 %)

Netherlands (6.45 %)

France (5.56 %)

Management fee

0.7 %

0.97 %


Key Summary

HYGG

INIF

Issuer

Hyperion

Intelligent Investor

Tracking index

MSCI World Index

Asset class

ETF

ETF

Management fee

0.7 %

0.97 %

Price

$6.91

$2.82

Size

N/A

$77.824 million

10Y return

534.06 %

N/A

Annual distribution/ dividend yield (5Y)

- %

6.27 %

Market

ASX

ASX

First listed date

21/03/2021

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

HYGG

INIF

Popularity

Low

Low

Pearlers invested

49

10

Median incremental investment

$1,005.00

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$7,048.02

$7,897.41

Average age group

> 35

26 - 35


Pros and Cons

HYGG

INIF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

HYGG

INIF

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

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