Compare AU
Compare HJZP vs. MHOT
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 (Managed Fund) (HJZP) and the VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $719.64 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,514.03 | $2,884.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | MHOT | |
|---|---|---|
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). | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | Salesforce Inc (3.29 %) Bristol-Myers Squibb Co (2.98 %) Autodesk Inc (2.93 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (79.18 %) Health Care (4.78 %) Information Technology (4.70 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 1.5 % | 0.52 % |
Key Summary
HJZP | MHOT | |
|---|---|---|
Issuer | M&G | VanEck |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.52 % |
Price | $0.855 | $143.60 |
Size | N/A | $59.169 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 0.11 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $719.64 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,514.03 | $2,884.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | MHOT | |
|---|---|---|
Pros |
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Cons |
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HJZP | MHOT |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |