Compare AU

Compare HJZP vs. HQUS

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, shares and ETFs are a popular choice. Two options in the ASX are HJZP and HQUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

HQUS

Popularity

Low

Low

Pearlers invested

6

2

Median incremental investment

$719.64

$693.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,487.62

$1,076.75

Average age group

26 - 35

> 35


Key Summary

HJZP

HQUS

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).

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.5 %

0.29 %


Key Summary

HJZP

HQUS

Issuer

M&G

BetaShares

Tracking index

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

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

1.5 %

0.29 %

Price

$0.845

$43.07

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.16 %

- %

Market

ASX

ASX

First listed date

16/10/2022

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

HJZP

HQUS

Popularity

Low

Low

Pearlers invested

6

2

Median incremental investment

$719.64

$693.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,487.62

$1,076.75

Average age group

26 - 35

> 35


Pros and Cons

HJZP

HQUS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

HJZP

HQUS

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

Home