Compare AU

Compare HYGG vs. IXI

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 S&P Global 1200 Consumer Staples (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

IXI

Popularity

Low

Low

Pearlers invested

49

38

Median incremental investment

$1,005.00

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$7,048.02

$2,228.40

Average age group

> 35

> 35


Key Summary

HYGG

IXI

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

IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks.

Top 3 holdings

Tesla Inc (12.11 %)

ServiceNow Inc (9.48 %)

Amazon.com Inc (9.34 %)

ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %)

USD CASH (0.21 %)

USD/AUD (0.00 %)

Top 3 industries

Information Technology (36.34 %)

Consumer Discretionary (28.41 %)

Communication Services (16.43 %)

Other (99.92 %)

Communication Services (0.08 %)

Top 3 countries

United States (87.99 %)

Netherlands (6.45 %)

France (5.56 %)

United States (62.00 %)

United Kingdom of Great Britain and Northern Ireland (12.09 %)

Japan (5.56 %)

Management fee

0.7 %

0.4 %


Key Summary

HYGG

IXI

Issuer

Hyperion

iShares

Tracking index

MSCI World Index

S&P Global 1200 / Consumer Staples -SEC

Asset class

ETF

ETF

Management fee

0.7 %

0.4 %

Price

$6.79

$99.04

Size

N/A

$136.890 million

10Y return

523.05 %

81.23 %

Annual distribution yield (5Y)

- %

2.18 %

Market

ASX

ASX

First listed date

21/03/2021

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

HYGG

IXI

Popularity

Low

Low

Pearlers invested

49

38

Median incremental investment

$1,005.00

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$7,048.02

$2,228.40

Average age group

> 35

> 35


Pros and Cons

HYGG

IXI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

HYGG

IXI

Lower exposure to AU market

Higher exposure to AU market

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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