Compare AU
Compare HJZP vs. USTB
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 Global X Us Treasury Bond ETF (Currency Hedged). (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $719.64 | $504.96 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,487.62 | $565.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | USTB | |
|---|---|---|
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). | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | United States Treasury Notes 4.375% (0.90 %) United States Treasury Notes (0.88 %) United States Treasury Notes 4.5% (0.84 %) |
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 % | 0.19 % |
Key Summary
HJZP | USTB | |
|---|---|---|
Issuer | M&G | Global X |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.19 % |
Price | $0.845 | $9.12 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 1.01 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $719.64 | $504.96 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,487.62 | $565.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | USTB | |
|---|---|---|
Pros |
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Cons |
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HJZP | USTB |
|---|---|
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 distribution yield | Higher distribution yield |