Compare AU
Compare HJZP vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 34 |
Median incremental investment | $719.64 | $1,997.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $5,169.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | VDBA | |
|---|---|---|
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). | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 1.5 % | 0.27 % |
Key Summary
HJZP | VDBA | |
|---|---|---|
Issuer | M&G | Vanguard |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.27 % |
Price | $0.845 | $57.44 |
Size | N/A | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 4.56 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 34 |
Median incremental investment | $719.64 | $1,997.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $5,169.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | VDBA | |
|---|---|---|
Pros |
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Cons |
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HJZP | VDBA |
|---|---|
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 |