Compare AU

Compare HJHI vs. IBAL

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

Hejaz High Income 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 HJHI and IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HJHI

IBAL

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$993.50

Median investment frequency

N/A

Weekly

Median total investment

$0

$978.78

Average age group

N/A

> 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

Hejaz High Income Active ETF (100 %)

iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %)

iShares Core MSCI Australia ESG ETF (19.35 %)

iShares Treasury ETF (19.09 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

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

$0.975

$29.66

Size

N/A

$12.878 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.10 %

1.30 %

Market

ASX

ASX

First listed date

29/04/2024

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

HJHI

IBAL

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$993.50

Median investment frequency

N/A

Weekly

Median total investment

$0

$978.78

Average age group

N/A

> 35


Pros and Cons

HJHI

IBAL

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

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

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