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Compare HJHI vs. IBAL
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 Hejaz High Income Active ETF (HJHI) and the iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 2 |
Median incremental investment | $501.77 | $40,022.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,625.44 | $5,541.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | IBAL | |
|---|---|---|
Strategy | HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion. | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | Okuma Corp (7.72 %) Merck & Co Inc (6.94 %) Newmont Corp (6.89 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.04 %) iShares Treasury ETF (15.56 %) iShares Core MSCI Australia ESG ETF (15.33 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (20.93 %) China (15.00 %) Canada (13.08 %) | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) |
Management fee | 1.1 % | 0.22 % |
Key Summary
HJHI | IBAL | |
|---|---|---|
Issuer | Hejaz | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.22 % |
Price | $1.065 | $30.79 |
Size | N/A | $25.183 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.94 % | 2.70 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 2 |
Median incremental investment | $501.77 | $40,022.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,625.44 | $5,541.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | IBAL | |
|---|---|---|
Pros |
| |
Cons |
|
HJHI | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |