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Compare HJHI vs. PLUS
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 PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $500.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $865.24 | $13,503.48 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | PLUS | |
|---|---|---|
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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 405.91m in AUM and 160 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | Newmont Corp (7.78 %) MINISO Group Holding Ltd (7.33 %) Barratt Redrow PLC (7.17 %) | VanEck Australian Corporate Bond Plus ETF (100 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.32 % |
Key Summary
HJHI | PLUS | |
|---|---|---|
Issuer | Hejaz | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.32 % |
Price | $1.11 | $17.19 |
Size | N/A | $406.732 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.74 % | 2.92 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $500.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $865.24 | $13,503.48 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | PLUS | |
|---|---|---|
Pros |
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Cons |
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HJHI | PLUS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |