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Compare HJZP vs. IHD
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 S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 82 |
Median incremental investment | $814.03 | $803.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,272.82 | $1,585.78 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | IHD | |
|---|---|---|
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). | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 367.9m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Vicinity Centres (13.66 %) Digital Realty Trust Inc (10.91 %) Prologis Inc (10.87 %) | WESTPAC BANKING CORPORATION CORP (10.34 %) NATIONAL AUSTRALIA BANK LTD (9.88 %) ANZ GROUP HOLDINGS LTD (9.84 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) |
Top 3 countries | United States (65.21 %) Australia (34.79 %) | Australia (99.86 %) New Zealand (0.14 %) |
Management fee | 1.5 % | 0.23 % |
Key Summary
HJZP | IHD | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.23 % |
Price | $0.765 | $16.87 |
Size | N/A | $370.189 million |
10Y return | N/A | 36.27 % |
Annual distribution yield (5Y) | 0.40 % | 5.45 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 82 |
Median incremental investment | $814.03 | $803.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,272.82 | $1,585.78 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | IHD | |
|---|---|---|
Pros |
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Cons |
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HJZP | IHD |
|---|---|
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 |