Compare AU
Compare HJZP vs. RARI
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 Russell Investments Australian Responsible Investment ETF (RARI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 28 |
Median incremental investment | $719.64 | $779.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $2,898.86 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | RARI | |
|---|---|---|
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). | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | Commonwealth Bank of Australia (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | Australia (98.76 %) New Zealand (1.24 %) |
Management fee | 1.5 % | 0.45 % |
Key Summary
HJZP | RARI | |
|---|---|---|
Issuer | M&G | Russell |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.45 % |
Price | $0.845 | $29.43 |
Size | N/A | $420.402 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 4.89 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 28 |
Median incremental investment | $719.64 | $779.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $2,898.86 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | RARI | |
|---|---|---|
Pros |
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Cons |
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HJZP | RARI |
|---|---|
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 |