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Compare HJHI vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 399 |
Median incremental investment | $501.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,912.70 | $5,306.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6170.53m in AUM and 202 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Moncler SpA (8.96 %) Okuma Corp (8.85 %) Merck & Co Inc (8.00 %) | Commonwealth Bank of Australia (9.37 %) BHP Group Ltd (9.03 %) Westpac Banking Corp (4.92 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 1.1 % | 0 % |
Key Summary
HJHI | STW | |
|---|---|---|
Issuer | Hejaz | State Street |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0 % |
Price | $1.095 | $79.20 |
Size | N/A | $6.334 billion |
10Y return | N/A | 69.56 % |
Annual distribution yield (5Y) | 1.85 % | 4.31 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 399 |
Median incremental investment | $501.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,912.70 | $5,306.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | STW | |
|---|---|---|
Pros |
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Cons |
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HJHI | STW |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |