Compare AU

Compare AEBD vs. HJZP

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Australian Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Ethical Australian Composite Bond ETF (AEBD) and the Hejaz Property Fund (Managed Fund) (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AEBD

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$5,000.00

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$4,959.90

$1,470.02

Average age group

> 35

26 - 35


Key Summary

AEBD

HJZP

Strategy

AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses.

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

Top 3 holdings

MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %)

EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.46 %)

INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.33 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0 %

1.5 %


Key Summary

AEBD

HJZP

Issuer

BetaShares

M&G

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0 %

1.5 %

Price

$50.10

$0.835

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.12 %

0.16 %

Market

ASX

ASX

First listed date

05/11/2024

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

AEBD

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$5,000.00

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$4,959.90

$1,470.02

Average age group

> 35

26 - 35


Pros and Cons

AEBD

HJZP

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

AEBD

HJZP

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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