Compare AU

Compare FIIN vs. HJZP

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

Fidelity India Active ETF

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 FIIN and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FIIN

HJZP

Popularity

Low

Low

Pearlers invested

8

6

Median incremental investment

$666.55

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,417.66

$1,670.63

Average age group

26 - 35

26 - 35


Key Summary

FIIN

HJZP

Strategy

FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term

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

Fidelity India Active ETF (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

1.2 %

1.5 %


Key Summary

FIIN

HJZP

Issuer

Fidelity

M&G

Tracking index

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

Asset class

ETF

ETF

Management fee

1.2 %

1.5 %

Price

$9.71

$0.825

Size

$4.163 million

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

2.16 %

0.16 %

Market

ASX

ASX

First listed date

30/05/2024

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

FIIN

HJZP

Popularity

Low

Low

Pearlers invested

8

6

Median incremental investment

$666.55

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,417.66

$1,670.63

Average age group

26 - 35

26 - 35


Pros and Cons

FIIN

HJZP

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

FIIN

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

Higher distribution yield

Lower distribution yield

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