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Compare HJHI vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 313 |
Median incremental investment | $501.50 | $995.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,676.03 | $2,564.64 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Merck & Co Inc (6.52 %) Moncler SpA (6.40 %) Okuma Corp (6.10 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (20.93 %) China (15.00 %) Canada (13.08 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 1.1 % | 0.3 % |
Key Summary
HJHI | VSO | |
|---|---|---|
Issuer | Hejaz | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.3 % |
Price | $1.085 | $71.12 |
Size | N/A | N/A |
10Y return | N/A | 60.90 % |
Annual distribution yield (5Y) | 1.85 % | 4.77 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 313 |
Median incremental investment | $501.50 | $995.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,676.03 | $2,564.64 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | VSO | |
|---|---|---|
Pros |
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Cons |
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HJHI | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |