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Compare HJZP vs. ISLM
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 Hejaz Equities Fund Active ETF (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | ISLM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 13 |
Median incremental investment | $793.50 | $647.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,347.09 | $2,740.59 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | ISLM | |
---|---|---|
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). | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | Vicinity Centres (13.66 %) American Homes 4 Rent Class A (10.32 %) BWP Group (9.73 %) | BYD Co Ltd Class H (7.30 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.00 %) Air Products and Chemicals Inc (5.44 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (36.68 %) Materials (28.32 %) Consumer Staples (10.61 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | 1.5 % | 1.89 % |
Key Summary
HJZP | ISLM | |
---|---|---|
Issuer | M&G | Hejaz |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | MSCI World Islamic |
Asset class | ETF | ETF |
Management fee | 1.5 % | 1.89 % |
Price | $0.79 | $1.12 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 9.68 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | ISLM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 13 |
Median incremental investment | $793.50 | $647.25 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,347.09 | $2,740.59 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | ISLM | |
---|---|---|
Pros |
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Cons |
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HJZP | ISLM |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |