Compare AU

Compare BBFD vs. HJZP

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

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BBFD and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BBFD

HJZP

Popularity

N/A

Low

Pearlers invested

0

6

Median incremental investment

$0

$719.64

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,496.43

Average age group

N/A

26 - 35


Key Summary

BBFD

HJZP

Strategy

N/A

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

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

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

BBFD

HJZP

Issuer

M&G

Tracking index

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

Asset class

Stock

ETF

Management fee

0 %

1.5 %

Price

$18.98

$0.85

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.28 %

0.16 %

Market

ASX

ASX

First listed date

05/12/2023

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

BBFD

HJZP

Popularity

N/A

Low

Pearlers invested

0

6

Median incremental investment

$0

$719.64

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,496.43

Average age group

N/A

26 - 35


Pros and Cons

BBFD

HJZP

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

BBFD

HJZP

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher dividend/distribution yield

Lower dividend/distribution yield

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