Compare AU

Compare HJZP vs. ALFA

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 HJZP and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

ALFA

Popularity

Low

Low

Pearlers invested

7

8

Median incremental investment

$719.64

$1,008.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$841.62

$1,180.47

Average age group

26 - 35

> 35


Key Summary

HJZP

ALFA

Strategy

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved.

Top 3 holdings

Digital Realty Trust Inc (25.21 %)

American Homes 4 Rent Class A (9.66 %)

Public Storage (9.64 %)

VanEck Australian Long Short Complex ETF (100 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.5 %

0.39 %


Key Summary

HJZP

ALFA

Issuer

M&G

VanEck

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.5 %

0.39 %

Price

$0.78

$18.59

Size

N/A

$10.220 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.16 %

- %

Market

ASX

ASX

First listed date

16/10/2022

22/01/2025

Purchase fee

$6.50

$6.50


Community Stats

HJZP

ALFA

Popularity

Low

Low

Pearlers invested

7

8

Median incremental investment

$719.64

$1,008.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$841.62

$1,180.47

Average age group

26 - 35

> 35


Pros and Cons

HJZP

ALFA

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

HJZP

ALFA

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield