Compare AU
Compare DJRE vs. HGBL
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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DJRE | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 119 | 62 |
Median incremental investment | $1,040.13 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,877.02 | $15,584.87 |
Average age group | > 35 | 26 - 35 |
Key Summary
DJRE | HGBL | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Prologis Inc (7.33 %) Equinix Inc (6.18 %) Welltower Inc (4.94 %) | APPLE INC (5.31 %) NVIDIA CORP (4.90 %) MICROSOFT CORP (4.60 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Other (28.27 %) Information Technology (24.25 %) Financials (8.94 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.2 % | 0.11 % |
Key Summary
DJRE | HGBL | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.11 % |
Price | $21.42 | $66.46 |
Size | $438.122 million | $1.110 billion |
10Y return | 6.46 % | N/A |
Annual distribution yield (5Y) | 3.56 % | 0.43 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 119 | 62 |
Median incremental investment | $1,040.13 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,877.02 | $15,584.87 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DJRE | HGBL | |
|---|---|---|
Pros |
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Cons |
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DJRE | HGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |