Compare AU
Compare HJZP vs. MVE
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 S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 36 |
Median incremental investment | $719.64 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $2,959.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | MVE | |
|---|---|---|
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). | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | CAR Group Ltd (4.70 %) Pro Medicus Ltd (4.50 %) REA Group Ltd (4.00 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Communication Services (25.27 %) Information Technology (17.84 %) Materials (17.13 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 1.5 % | 0.45 % |
Key Summary
HJZP | MVE | |
|---|---|---|
Issuer | M&G | VanEck |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.45 % |
Price | $0.845 | $40.54 |
Size | N/A | $318.601 million |
10Y return | N/A | 101.39 % |
Annual distribution yield (5Y) | 0.16 % | 3.49 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 36 |
Median incremental investment | $719.64 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $2,959.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | MVE | |
|---|---|---|
Pros |
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Cons |
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HJZP | MVE |
|---|---|
Lower exposure to AU market | Higher 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 |