Compare AU

Compare HJZP vs. IHWL

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, 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

$1,704.32

Median investment frequency

Monthly

Monthly

Median total investment

$1,522.83

$3,722.32

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

$0.865

$54.74

Size

N/A

$531.251 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

$1,704.32

Median investment frequency

Monthly

Monthly

Median total investment

$1,522.83

$3,722.32

Average age group

26 - 35

26 - 35


Pros and Cons

HJZP

IHWL

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

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

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