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Compare HYGG vs. IUSG

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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

IUSG

Popularity

Low

N/A

Pearlers invested

50

0

Median incremental investment

$1,004.25

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,131.12

$0

Average age group

> 35

N/A


Key Summary

HYGG

IUSG

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

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

Tesla Inc (12.60 %)

ServiceNow Inc (9.55 %)

Amazon.com Inc (8.96 %)

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

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 %

0.26 %


Key Summary

HYGG

IUSG

Issuer

Hyperion

iShares

Tracking index

MSCI World Index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.7 %

0.26 %

Price

$6.86

$101.38

Size

N/A

$6.532 million

10Y return

529.47 %

N/A

Annual distribution yield (5Y)

- %

0.67 %

Market

ASX

ASX

First listed date

21/03/2021

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

HYGG

IUSG

Popularity

Low

N/A

Pearlers invested

50

0

Median incremental investment

$1,004.25

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,131.12

$0

Average age group

> 35

N/A


Pros and Cons

HYGG

IUSG

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

HYGG

IUSG

Higher exposure to US market

Lower 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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