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Compare HJZP vs. HGBL
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 Active ETF (HJZP) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 84 |
Median incremental investment | $793.50 | $4,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,391.66 | $22,877.61 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | HGBL | |
|---|---|---|
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). | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | MSCI WORLD INDEX DEC25 (0 %) NVIDIA CORP (5.70 %) APPLE INC (5.03 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 1.5 % | 0.11 % |
Key Summary
HJZP | HGBL | |
|---|---|---|
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 % | 0.11 % |
Price | $0.805 | $77.44 |
Size | N/A | $1.994 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 1.32 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 84 |
Median incremental investment | $793.50 | $4,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,391.66 | $22,877.61 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | HGBL | |
|---|---|---|
Pros |
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Cons |
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HJZP | HGBL |
|---|---|
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 |