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Compare IHVV vs. HYGG
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 iShares S&P 500 Aud Hedged ETF (IHVV) and the Hyperion Global Growth Companies Fund - Active ETF (HYGG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 207 | 97 |
Median incremental investment | $1,500.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,608.96 | $2,758.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | HYGG | |
|---|---|---|
Strategy | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. | 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 |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Tesla Inc (12.29 %) ServiceNow Inc (9.42 %) Microsoft Corp (7.95 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (40.21 %) Consumer Discretionary (26.29 %) Communication Services (15.96 %) |
Top 3 countries | United States (94.52 %) | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) |
Management fee | 0.1 % | 0.7 % |
Key Summary
IHVV | HYGG | |
|---|---|---|
Issuer | iShares | Hyperion |
Tracking index | S&P 500 Hedged to AUD Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.7 % |
Price | $56.39 | $7.00 |
Size | $2.631 billion | $3.545 billion |
10Y return | 119.84 % | 465.98 % |
Annual distribution yield (5Y) | 4.76 % | - % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 21/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 207 | 97 |
Median incremental investment | $1,500.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,608.96 | $2,758.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | HYGG | |
|---|---|---|
Pros |
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Cons |
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IHVV | HYGG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |