Back
Compare AU
Compare HJZP vs. IBAL
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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $793.50 | $50,045.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $2,361.95 | $50,987.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | IBAL | |
|---|---|---|
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). | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | iShares Core MSCI Wld Ex Aus ESG ETF (24.11 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.50 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 1.5 % | 0.22 % |
Key Summary
HJZP | IBAL | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.22 % |
Price | $0.795 | $30.40 |
Size | N/A | $22.586 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 2.51 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $793.50 | $50,045.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $2,361.95 | $50,987.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | IBAL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HJZP | IBAL |
|---|---|
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 distribution yield | Higher distribution yield |