Compare AU

Compare GROW vs. HJZP

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

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

Community Stats

GROW

HJZP

Popularity

N/A

Low

Pearlers invested

0

6

Median incremental investment

$0

$793.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,660.50

Average age group

N/A

26 - 35


Key Summary

GROW

HJZP

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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

Schroder Real Return 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 (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0.84 %

1.5 %


Key Summary

GROW

HJZP

Issuer

Schroder

M&G

Tracking index

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

Asset class

ETF

ETF

Management fee

0.84 %

1.5 %

Price

$3.83

$0.825

Size

$56.714 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

3.95 %

0.16 %

Market

ASX

ASX

First listed date

16/08/2016

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

GROW

HJZP

Popularity

N/A

Low

Pearlers invested

0

6

Median incremental investment

$0

$793.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,660.50

Average age group

N/A

26 - 35


Pros and Cons

GROW

HJZP

Pros

  • Lower management fee

  • Higher price growth

  • 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 price growth

  • Lower distribution yield

GROW

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 price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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