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Compare HJZP vs. IVE
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 MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 59 |
Median incremental investment | $793.50 | $1,509.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,332.24 | $4,179.77 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | IVE | |
|---|---|---|
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). | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | ISHARES MSCI EAFE ETF (99.98 %) AUD CASH (0.13 %) USD/AUD (0.00 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | Japan (22.56 %) United Kingdom of Great Britain and Northern Ireland (14.38 %) Switzerland (10.57 %) |
Management fee | 1.5 % | 0.32 % |
Key Summary
HJZP | IVE | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.32 % |
Price | $0.785 | $143.51 |
Size | N/A | $657.660 million |
10Y return | N/A | 68.74 % |
Annual distribution yield (5Y) | 0.40 % | 2.65 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 59 |
Median incremental investment | $793.50 | $1,509.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,332.24 | $4,179.77 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | IVE | |
|---|---|---|
Pros |
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Cons |
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HJZP | IVE |
|---|---|
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 |