Compare AU
Compare HJZP vs. BGBL
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 Property Fund (Managed Fund) (HJZP) and the BetaShares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 372 |
Median incremental investment | $719.64 | $2,035.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,522.83 | $10,669.10 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | BGBL | |
|---|---|---|
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). | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | APPLE INC (5.30 %) MICROSOFT CORP (5.02 %) NVIDIA CORP (4.56 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 1.5 % | 0.08 % |
Key Summary
HJZP | BGBL | |
|---|---|---|
Issuer | M&G | BetaShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.08 % |
Price | $0.86 | $73.17 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 0.25 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 372 |
Median incremental investment | $719.64 | $2,035.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,522.83 | $10,669.10 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | BGBL | |
|---|---|---|
Pros |
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Cons |
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HJZP | BGBL |
|---|---|
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 distribution yield | Higher distribution yield |