Compare AU

Compare HYGG vs. RDV

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 Russell Aussie Dividends (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

RDV

Popularity

Low

Low

Pearlers invested

49

26

Median incremental investment

$1,005.00

$555.25

Median investment frequency

Monthly

Monthly

Median total investment

$7,048.02

$1,389.83

Average age group

> 35

> 35


Key Summary

HYGG

RDV

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

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term.

Top 3 holdings

Tesla Inc (12.60 %)

ServiceNow Inc (9.55 %)

Amazon.com Inc (8.96 %)

Commonwealth Bank of Australia (7.68 %)

BHP Group Ltd (6.75 %)

Westpac Banking Corp (5.89 %)

Top 3 industries

Information Technology (36.34 %)

Consumer Discretionary (28.41 %)

Communication Services (16.43 %)

Financials (65.19 %)

Materials (13.86 %)

Communication Services (7.66 %)

Top 3 countries

United States (87.99 %)

Netherlands (6.45 %)

France (5.56 %)

Australia (99.57 %)

China (0.43 %)

Management fee

0.7 %

0.34 %


Key Summary

HYGG

RDV

Issuer

Hyperion

Russell

Tracking index

MSCI World Index

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.7 %

0.34 %

Price

$6.91

$31.85

Size

N/A

$256.531 million

10Y return

534.06 %

9.68 %

Annual distribution yield (5Y)

- %

6.63 %

Market

ASX

ASX

First listed date

21/03/2021

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

HYGG

RDV

Popularity

Low

Low

Pearlers invested

49

26

Median incremental investment

$1,005.00

$555.25

Median investment frequency

Monthly

Monthly

Median total investment

$7,048.02

$1,389.83

Average age group

> 35

> 35


Pros and Cons

HYGG

RDV

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

RDV

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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