Compare AU
Compare HBRD 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, shares and ETFs are a popular choice. Two options in the ASX are HBRD and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 7 |
Median incremental investment | $943.50 | $719.64 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,180.10 | $868.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | HJZP | |
|---|---|---|
Strategy | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2347.45m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. | 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 Australian Hybrids Active ETF (100 %) | Digital Realty Trust Inc (25.21 %) American Homes 4 Rent Class A (9.66 %) Public Storage (9.64 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Real Estate (100.00 %) Other (16.15 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 0.55 % | 1.5 % |
Key Summary
HBRD | HJZP | |
|---|---|---|
Issuer | BetaShares | M&G |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.5 % |
Price | $10.14 | $0.805 |
Size | $2.362 billion | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.87 % | 0.16 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 7 |
Median incremental investment | $943.50 | $719.64 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,180.10 | $868.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | HJZP | |
|---|---|---|
Pros |
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Cons |
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HBRD | 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 |