Compare AU

Compare HYGG vs. USHY

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, shares and ETFs are a popular choice. Two options in the ASX are HYGG and USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HYGG

USHY

Popularity

Low

Low

Pearlers invested

62

6

Median incremental investment

$1,000.25

$7,000.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,030.34

$3,279.15

Average age group

> 35

> 35


Key Summary

HYGG

USHY

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

USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses.

Top 3 holdings

Tesla Inc (12.12 %)

Block Inc Class A (9.81 %)

ServiceNow Inc (9.52 %)

Global X Usd High Yield Bond ETF(Currency Hedged). (100 %)

Top 3 industries

Information Technology (35.79 %)

Consumer Discretionary (27.62 %)

Communication Services (15.20 %)

Top 3 countries

United States (87.99 %)

Netherlands (6.45 %)

France (5.56 %)

Management fee

0.7 %

0.3 %


Key Summary

HYGG

USHY

Issuer

Hyperion

Global X

Tracking index

MSCI World Index

Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.7 %

0.3 %

Price

$7.15

$10.51

Size

N/A

$17.478 million

10Y return

490.86 %

N/A

Annual distribution/β€Šdividend yield (5Y)

- %

2.64 %

Market

ASX

ASX

First listed date

21/03/2021

04/07/2022

Purchase fee

$6.50

$6.50


Community Stats

HYGG

USHY

Popularity

Low

Low

Pearlers invested

62

6

Median incremental investment

$1,000.25

$7,000.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,030.34

$3,279.15

Average age group

> 35

> 35


Pros and Cons

HYGG

USHY

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

USHY

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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