Compare AU

Compare HGBL vs. HJZP

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

BetaShares Global Shares ETF - Currency Hedged

ASX

Buy

Buy

Overview
Performance

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 Global Shares ETF - Currency Hedged (HGBL) and the Hejaz Property Fund (Managed Fund) (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HGBL

HJZP

Popularity

Low

Low

Pearlers invested

63

6

Median incremental investment

$4,003.00

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$15,278.28

$1,452.41

Average age group

26 - 35

26 - 35


Key Summary

HGBL

HJZP

Strategy

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.

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

APPLE INC (5.31 %)

NVIDIA CORP (4.90 %)

MICROSOFT CORP (4.60 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Other (28.27 %)

Information Technology (24.25 %)

Financials (8.94 %)

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0.11 %

1.5 %


Key Summary

HGBL

HJZP

Issuer

BetaShares

M&G

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

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

Asset class

ETF

ETF

Management fee

0.11 %

1.5 %

Price

$66.97

$0.84

Size

$1.110 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

0.16 %

Market

ASX

ASX

First listed date

17/05/2023

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

HGBL

HJZP

Popularity

Low

Low

Pearlers invested

63

6

Median incremental investment

$4,003.00

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$15,278.28

$1,452.41

Average age group

26 - 35

26 - 35


Pros and Cons

HGBL

HJZP

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

HGBL

HJZP

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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