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Compare HJZP vs. IMPQ
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 Perennial Better Future Active ETF (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 592 |
Median incremental investment | $793.50 | $611.20 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,302.53 | $982.91 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | IMPQ | |
|---|---|---|
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). | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | Meridian Energy Ltd (5.79 %) NIB Holdings Ltd (5.36 %) PEXA Group Ltd (5.08 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) |
Management fee | 1.5 % | 0.99 % |
Key Summary
HJZP | IMPQ | |
|---|---|---|
Issuer | M&G | Perennial |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.99 % |
Price | $0.775 | $4.80 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 2.43 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 592 |
Median incremental investment | $793.50 | $611.20 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,302.53 | $982.91 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | IMPQ | |
|---|---|---|
Pros |
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Cons |
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HJZP | IMPQ |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |