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Compare DBBF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Ethical Diversified Balanced ETF (DBBF) and the Hejaz Property Fund Active ETF (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 7 |
Median incremental investment | $2,804.75 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,090.00 | $2,421.37 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DBBF | HJZP | |
|---|---|---|
Strategy | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. | HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Fund’s investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS). |
Top 3 holdings | BETASHARES ETHICAL AUSTRALIAN (29.96 %) BETASHARES AUSTRALIAN SUSTAINA (20.74 %) BETASHARES GLOBAL SUSTAINABILI (20.42 %) | American Homes 4 Rent Class A (11.61 %) Prologis Inc (10.11 %) Public Storage (10.09 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Real Estate (100.00 %) Other (16.15 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) |
Management fee | 0.26 % | 1.5 % |
Key Summary
DBBF | HJZP | |
|---|---|---|
Issuer | BetaShares | M&G |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 1.5 % |
Price | $26.25 | $0.815 |
Size | $33.932 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.63 % | 0.16 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 7 |
Median incremental investment | $2,804.75 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,090.00 | $2,421.37 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DBBF | HJZP | |
|---|---|---|
Pros |
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Cons |
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DBBF | HJZP |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |