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Compare IOZ 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 Core S&P/ASX 200 ETF (IOZ) 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
IOZ | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 129 |
Median incremental investment | $997.43 | $994.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,992.15 | $3,060.89 |
Average age group | > 35 | 26 - 35 |
Key Summary
IOZ | HYGG | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 3113.66m in AUM and 6 holdings. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (11.23 %) BHP GROUP LTD (10.03 %) WESTPAC BANKING CORPORATION CORP (5.35 %) | Tesla Inc (12.78 %) Amazon.com Inc (9.66 %) NVIDIA Corp (9.61 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Information Technology (40.46 %) Consumer Discretionary (27.08 %) Communication Services (16.69 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (92.29 %) Netherlands (3.76 %) France (2.37 %) |
Management fee | 0.05 % | 0.7 % |
Key Summary
IOZ | HYGG | |
|---|---|---|
Issuer | iShares | Hyperion |
Tracking index | S&P ASX 200 | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.7 % |
Price | $35.95 | $6.11 |
Size | $8.749 billion | $3.099 billion |
10Y return | 67.05 % | 379.78 % |
Annual distribution yield (5Y) | 4.00 % | - % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 21/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 129 |
Median incremental investment | $997.43 | $994.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,992.15 | $3,060.89 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IOZ | HYGG | |
|---|---|---|
Pros |
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Cons |
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IOZ | HYGG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |