Compare AU

Compare HJZP vs. ETHI

Compare shares and ETFs on the ASX that you can trade on Pearler.

Hejaz Property Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

ETHI

Popularity

Low

Medium

Pearlers invested

6

3,356

Median incremental investment

$719.64

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,522.83

$2,151.60

Average age group

26 - 35

26 - 35


Key Summary

HJZP

ETHI

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).

ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

NVIDIA CORP (5.40 %)

APPLE INC (5.28 %)

VISA INC (3.73 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Information Technology (27.64 %)

Other (23.81 %)

Financials (18.23 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

United States (78.50 %)

Japan (7.27 %)

Netherlands (3.56 %)

Management fee

1.5 %

0.59 %


Key Summary

HJZP

ETHI

Issuer

M&G

BetaShares

Tracking index

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

Nasdaq Future Global Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

1.5 %

0.59 %

Price

$0.865

$16.30

Size

N/A

$3.340 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.16 %

5.48 %

Market

ASX

ASX

First listed date

16/10/2022

09/01/2017

Purchase fee

$6.50

$6.50


Community Stats

HJZP

ETHI

Popularity

Low

Medium

Pearlers invested

6

3,356

Median incremental investment

$719.64

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,522.83

$2,151.60

Average age group

26 - 35

26 - 35


Pros and Cons

HJZP

ETHI

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

HJZP

ETHI

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

Lower distribution yield

Higher distribution yield

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