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Compare HJZP vs. MVOL
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 Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $793.50 | $504.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,376.80 | $2,949.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | MVOL | |
|---|---|---|
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). | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 29.5m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 1.5 % | 0.3 % |
Key Summary
HJZP | MVOL | |
|---|---|---|
Issuer | M&G | iShares |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.3 % |
Price | $0.80 | $36.00 |
Size | N/A | $28.985 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.40 % | 4.13 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $793.50 | $504.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,376.80 | $2,949.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | MVOL | |
|---|---|---|
Pros |
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Cons |
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HJZP | MVOL |
|---|---|
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 |