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Compare HJZP vs. ILB
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 Government Inflation ETF (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 16 |
Median incremental investment | $793.50 | $1,163.88 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,361.95 | $2,681.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | ILB | |
|---|---|---|
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). | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1007.5m in AUM and 11 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | AUSTRALIA (COMMONWEALTH OF) RegS (19.14 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.84 %) AUSTRALIA (COMMONWEALTH OF) RegS (14.80 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (99.80 %) Communication Services (0.20 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 1.5 % | 0.18 % |
Key Summary
HJZP | ILB | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.18 % |
Price | $0.795 | $127.70 |
Size | N/A | $1.018 billion |
10Y return | N/A | 13.77 % |
Annual distribution yield (5Y) | 0.40 % | 1.19 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 16 |
Median incremental investment | $793.50 | $1,163.88 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,361.95 | $2,681.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | ILB | |
|---|---|---|
Pros |
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Cons |
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HJZP | ILB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |