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Compare HJZP vs. MHOT

Compare shares and ETFs on the ASX that you can trade on Pearler.

Hejaz Property Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower distribution yield

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

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