Back
Compare AU
Compare HJZP vs. ISEC
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 Enhanced Cash ETF (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 6 |
Median incremental investment | $793.50 | $2,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,332.24 | $16,451.37 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | ISEC | |
|---|---|---|
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). | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 366.04m in AUM and 11 holdings. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | RBC MONEY MARKET 11AM (13.55 %) UNITED OVERSEAS BANK LTD (SYDNEY B (5.02 %) NORFINA LTD (2.81 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 1.5 % | 0.12 % |
Key Summary
HJZP | ISEC | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | S&P/ASX Bank Bill Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.12 % |
Price | $0.785 | $100.62 |
Size | N/A | $370.530 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 2.03 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 6 |
Median incremental investment | $793.50 | $2,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,332.24 | $16,451.37 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | ISEC | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HJZP | ISEC |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |