Compare AU
Compare ALFA vs. HJZP
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALFA and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 7 |
Median incremental investment | $1,008.50 | $719.64 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,244.60 | $852.41 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | HJZP | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | VanEck Australian Long Short Complex ETF (100 %) | Digital Realty Trust Inc (26.38 %) American Homes 4 Rent Class A (10.90 %) Public Storage (9.58 %) |
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 | 0.39 % | 1.5 % |
Key Summary
ALFA | HJZP | |
|---|---|---|
Issuer | VanEck | M&G |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 1.5 % |
Price | $19.60 | $0.79 |
Size | $9.871 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.16 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 7 |
Median incremental investment | $1,008.50 | $719.64 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,244.60 | $852.41 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | HJZP | |
|---|---|---|
Pros |
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Cons |
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ALFA | 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 |