Compare AU

Compare HJZP vs. GEAR

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 Aussie Shares (geared) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

GEAR

Popularity

Low

Low

Pearlers invested

6

192

Median incremental investment

$719.64

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,531.64

$2,313.36

Average age group

26 - 35

26 - 35


Key Summary

HJZP

GEAR

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).

GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 430.08m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

COMMONWEALTH BANK OF AUSTRALIA (19.29 %)

BHP GROUP LTD (19.01 %)

CSL LTD (12.95 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Other (35.58 %)

Financials (20.56 %)

Materials (12.96 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

1.5 %

0.8 %


Key Summary

HJZP

GEAR

Issuer

M&G

BetaShares

Tracking index

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

Asset class

ETF

ETF

Management fee

1.5 %

0.8 %

Price

$0.87

$33.67

Size

N/A

$459.370 million

10Y return

N/A

70.31 %

Annual distribution yield (5Y)

0.16 %

9.20 %

Market

ASX

ASX

First listed date

16/10/2022

02/05/2014

Purchase fee

$6.50

$6.50


Community Stats

HJZP

GEAR

Popularity

Low

Low

Pearlers invested

6

192

Median incremental investment

$719.64

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,531.64

$2,313.36

Average age group

26 - 35

26 - 35


Pros and Cons

HJZP

GEAR

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

HJZP

GEAR

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

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