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Compare HJZP vs. SUBD
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 SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 26 |
Median incremental investment | $793.50 | $9,972.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,332.24 | $15,724.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | SUBD | |
|---|---|---|
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). | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2955.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Vicinity Centres (13.47 %) Digital Realty Trust Inc (10.73 %) American Homes 4 Rent Class A (9.65 %) | VanEck Australian Subordinated Debt 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 % | 0.29 % |
Key Summary
HJZP | SUBD | |
|---|---|---|
Issuer | M&G | VanEck |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.29 % |
Price | $0.785 | $25.26 |
Size | N/A | $3.065 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.40 % | 3.27 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 26 |
Median incremental investment | $793.50 | $9,972.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,332.24 | $15,724.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | SUBD | |
|---|---|---|
Pros |
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Cons |
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HJZP | SUBD |
|---|---|
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 |