Compare AU
Compare HJZP vs. GEAR
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 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 |
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Cons |
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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 |