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Compare HJZP vs. SYI
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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 205 |
Median incremental investment | $814.03 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,213.40 | $1,540.20 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | SYI | |
|---|---|---|
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). | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 622.21m in AUM and 59 holdings. The State Street SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. |
Top 3 holdings | BWP Group (13.07 %) Prologis Inc (12.69 %) Vicinity Centres (12.41 %) | National Australia Bank Ltd (10.81 %) Commonwealth Bank of Australia (10.58 %) Westpac Banking Corp (10.11 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | United States (65.21 %) Australia (34.79 %) | Australia (100.00 %) |
Management fee | 1.5 % | 0.2 % |
Key Summary
HJZP | SYI | |
|---|---|---|
Issuer | M&G | SPDR |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.2 % |
Price | $0.755 | $30.54 |
Size | N/A | $616.736 million |
10Y return | N/A | 15.51 % |
Annual distribution yield (5Y) | 0.40 % | 8.27 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 205 |
Median incremental investment | $814.03 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,213.40 | $1,540.20 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | SYI | |
|---|---|---|
Pros |
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Cons |
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HJZP | SYI |
|---|---|
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 |