Compare AU
Compare ISO 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/ASX Small Ordinaries ETF (ISO) and the Hyperion Gbl Growth Companies Fund (Managed Fund) (HYGG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 48 |
Median incremental investment | $471.50 | $1,008.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,558.20 | $6,511.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISO | HYGG | |
|---|---|---|
Strategy | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 145.89m in AUM and 204 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance 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 Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss |
Top 3 holdings | LIFE360 INC. CDI INC (1.75 %) ALCOA CORPORATION CDI CORP (1.50 %) VENTIA SERVICES GROUP LTD (1.45 %) | Tesla Inc (12.11 %) ServiceNow Inc (9.48 %) Amazon.com Inc (9.34 %) |
Top 3 industries | Materials (21.75 %) Consumer Discretionary (15.28 %) Real Estate (12.92 %) | Information Technology (36.34 %) Consumer Discretionary (28.41 %) Communication Services (16.43 %) |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | |
Management fee | 0.55 % | 0.7 % |
Key Summary
ISO | HYGG | |
|---|---|---|
Issuer | iShares | Hyperion |
Tracking index | S&P/ASX Small Ordinaries index | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.7 % |
Price | $4.92 | $6.32 |
Size | $145.120 million | N/A |
10Y return | 37.43 % | 480.94 % |
Annual distribution yield (5Y) | 5.16 % | - % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 21/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 48 |
Median incremental investment | $471.50 | $1,008.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,558.20 | $6,511.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISO | HYGG | |
|---|---|---|
Pros |
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Cons |
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ISO | HYGG |
|---|---|
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 |