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Compare HJZP vs. HVST
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 Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 66 |
Median incremental investment | $793.50 | $990.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,406.51 | $2,843.76 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | HVST | |
|---|---|---|
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). | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 267.86m in AUM and 52 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Vicinity Centres (12.99 %) American Homes 4 Rent Class A (10.91 %) BWP Trust (9.85 %) | BETASHARES AUSTRALIA 200 ETF (24.81 %) BHP GROUP LTD (8.10 %) NATIONAL AUSTRALIA BANK LTD (6.65 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 1.5 % | 0.65 % |
Key Summary
HJZP | HVST | |
|---|---|---|
Issuer | M&G | BetaShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.65 % |
Price | $0.805 | $13.99 |
Size | N/A | $266.984 million |
10Y return | N/A | -35.44 % |
Annual distribution yield (5Y) | 0.40 % | 5.45 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 66 |
Median incremental investment | $793.50 | $990.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,406.51 | $2,843.76 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | HVST | |
|---|---|---|
Pros |
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Cons |
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HJZP | HVST |
|---|---|
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 |