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Compare HJZP vs. NDIA

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 Global X India Nifty 50 ETF (NDIA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

NDIA

Popularity

Low

Low

Pearlers invested

6

320

Median incremental investment

$719.64

$910.61

Median investment frequency

Monthly

Monthly

Median total investment

$1,522.83

$2,423.58

Average age group

26 - 35

> 35


Key Summary

HJZP

NDIA

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).

The Global X India Nifty 50 ETF (NDIA) seeks to track the performance of the NSE Nifty50 Index before considering fees, expenses and taxes.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

HDFC Bank Ltd (12.50 %)

ICICI Bank Ltd (8.41 %)

Reliance Industries Ltd (8.04 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Financials (46.99 %)

Information Technology (17.75 %)

Energy (14.08 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

India (100.00 %)

Management fee

1.5 %

0.69 %


Key Summary

HJZP

NDIA

Issuer

M&G

ETFS

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Nifty 50 Index - INR - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.5 %

0.69 %

Price

$0.865

$78.18

Size

N/A

$179.663 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.16 %

1.69 %

Market

ASX

ASX

First listed date

16/10/2022

21/06/2019

Purchase fee

$6.50

$6.50


Community Stats

HJZP

NDIA

Popularity

Low

Low

Pearlers invested

6

320

Median incremental investment

$719.64

$910.61

Median investment frequency

Monthly

Monthly

Median total investment

$1,522.83

$2,423.58

Average age group

26 - 35

> 35


Pros and Cons

HJZP

NDIA

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

HJZP

NDIA

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

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