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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 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
ISO | HYGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 129 |
Median incremental investment | $771.86 | $994.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,341.32 | $3,060.89 |
Average age group | > 35 | 26 - 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 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 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 | PALADIN ENERGY LTD (1.86 %) VAULT MINERALS LTD (1.58 %) ALCOA CORPORATION CDI CORP (1.49 %) | Tesla Inc (12.78 %) Amazon.com Inc (9.66 %) NVIDIA Corp (9.61 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Information Technology (40.46 %) Consumer Discretionary (27.08 %) Communication Services (16.69 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | United States (92.29 %) Netherlands (3.76 %) France (2.37 %) |
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 | $5.42 | $6.11 |
Size | $131.631 million | $3.099 billion |
10Y return | 36.87 % | 379.78 % |
Annual distribution yield (5Y) | 4.44 % | - % |
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 | 129 |
Median incremental investment | $771.86 | $994.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,341.32 | $3,060.89 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ISO | HYGG | |
|---|---|---|
Pros |
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Cons |
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ISO | 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 |