Back
Compare AU
Compare HJZP vs. PLUS
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HJZP and PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $793.50 | $9,993.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,332.24 | $13,487.76 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | PLUS | |
|---|---|---|
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). | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 405.91m in AUM and 160 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | VanEck Australian Corporate Bond Plus ETF (100 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 1.5 % | 0.32 % |
Key Summary
HJZP | PLUS | |
|---|---|---|
Issuer | M&G | VanEck |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.32 % |
Price | $0.785 | $17.16 |
Size | N/A | $406.732 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.40 % | 2.92 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $793.50 | $9,993.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,332.24 | $13,487.76 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | PLUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HJZP | PLUS |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |