Compare AU
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, 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/ distribution 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 |
| |
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 |