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Compare HYGG vs. INIF
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 132 | 9 |
Median incremental investment | $994.21 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,726.88 | $5,820.00 |
Average age group | 26 - 35 | > 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 ETF currently has 3194.02m in AUM and 7 holdings. 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 (12.29 %) Microsoft Corp (10.75 %) NVIDIA Corp (9.67 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Information Technology (40.46 %) Consumer Discretionary (27.08 %) Communication Services (16.69 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | United States (92.29 %) Netherlands (3.76 %) France (2.37 %) | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) |
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 | $5.98 | $2.91 |
Size | $3.215 billion | $70.897 million |
10Y return | 373.59 % | N/A |
Annual distribution yield (5Y) | - % | 5.63 % |
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 | 132 | 9 |
Median incremental investment | $994.21 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,726.88 | $5,820.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HYGG | INIF | |
|---|---|---|
Pros |
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Cons |
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HYGG | INIF |
|---|---|
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 |