Back
Compare AU
Compare HJZP vs. INCM
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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 55 |
Median incremental investment | $793.50 | $1,303.79 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,361.95 | $1,708.82 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | INCM | |
|---|---|---|
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). | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 1.5 % | 0.45 % |
Key Summary
HJZP | INCM | |
|---|---|---|
Issuer | M&G | BetaShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.45 % |
Price | $0.795 | $19.80 |
Size | N/A | $61.845 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 4.22 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 55 |
Median incremental investment | $793.50 | $1,303.79 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,361.95 | $1,708.82 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | INCM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HJZP | INCM |
|---|---|
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 |