Compare AU
Compare HJZP vs. VISM
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 MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 261 |
Median incremental investment | $719.64 | $1,105.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $2,555.22 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
HJZP | VISM | |
|---|---|---|
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). | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 1.5 % | 0.32 % |
Key Summary
HJZP | VISM | |
|---|---|---|
Issuer | M&G | Vanguard |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | MSCI World ex AU Small Cap |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.32 % |
Price | $0.84 | $68.96 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.16 % | 4.37 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 261 |
Median incremental investment | $719.64 | $1,105.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,487.62 | $2,555.22 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
HJZP | VISM | |
|---|---|---|
Pros |
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Cons |
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HJZP | VISM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |