Compare AU
Compare HYGG vs. OZR
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 SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 78 | 36 |
Median incremental investment | $1,000.00 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,600.45 | $848.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
HYGG | OZR | |
|---|---|---|
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 3179.39m in AUM and 7 holdings. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 141.74m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | Tesla Inc (12.01 %) Block Inc Class A (9.06 %) ServiceNow Inc (9.02 %) | BHP Group Ltd (37.73 %) Rio Tinto Ltd (8.33 %) Woodside Energy Group Ltd (7.64 %) |
Top 3 industries | Information Technology (36.44 %) Consumer Discretionary (26.40 %) Communication Services (16.78 %) | Materials (82.59 %) Energy (14.75 %) Other (2.66 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.7 % | 0.4 % |
Key Summary
HYGG | OZR | |
|---|---|---|
Issuer | Hyperion | SPDR |
Tracking index | MSCI World Index | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.4 % |
Price | $6.45 | $11.65 |
Size | $3.117 billion | $138.368 million |
10Y return | 414.68 % | 31.19 % |
Annual distribution yield (5Y) | - % | 9.77 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 78 | 36 |
Median incremental investment | $1,000.00 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,600.45 | $848.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HYGG | OZR | |
|---|---|---|
Pros |
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Cons |
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HYGG | OZR |
|---|---|
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 |