Compare AU
Compare HJZP vs. IHWL
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 (Managed Fund) (HJZP) and the iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 43 |
Median incremental investment | $719.64 | $1,653.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $3,633.24 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | IHWL | |
|---|---|---|
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). | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | NVIDIA CORP (9.88 %) MICROSOFT CORP (8.59 %) ALPHABET INC CLASS A (2.79 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Information Technology (27.81 %) Financials (14.85 %) Health Care (11.91 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) |
Management fee | 1.5 % | 0.19 % |
Key Summary
HJZP | IHWL | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.19 % |
Price | $0.845 | $53.43 |
Size | N/A | $534.989 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 3.57 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 43 |
Median incremental investment | $719.64 | $1,653.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $3,633.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | IHWL | |
|---|---|---|
Pros |
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Cons |
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HJZP | IHWL |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |