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Compare HJHI vs. WRLD
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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 8 |
Median incremental investment | $501.50 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,709.75 | $2,543.01 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Merck & Co Inc (6.52 %) Moncler SpA (6.40 %) Okuma Corp (6.10 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.38 %) APPLE INC (4.72 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (20.93 %) China (15.00 %) Canada (13.08 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 1.1 % | 0.54 % |
Key Summary
HJHI | WRLD | |
|---|---|---|
Issuer | Hejaz | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.54 % |
Price | $1.10 | $21.46 |
Size | N/A | $47.153 million |
10Y return | N/A | 121.47 % |
Annual distribution yield (5Y) | 1.85 % | 1.68 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 8 |
Median incremental investment | $501.50 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,709.75 | $2,543.01 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | WRLD | |
|---|---|---|
Pros |
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Cons |
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HJHI | WRLD |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |