Compare AU
Compare HYGG vs. RDV
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 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 |
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Cons |
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HYGG | RDV |
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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 |