Compare AU

Compare HJZP vs. WEMG

Compare shares and ETFs on the ASX that you can trade on Pearler.

Hejaz Property Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P Emerging Markets Carbon Control Fund (WEMG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

WEMG

Popularity

Low

Low

Pearlers invested

6

4

Median incremental investment

$719.64

$3,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,540.44

$3,291.60

Average age group

26 - 35

26 - 35


Key Summary

HJZP

WEMG

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).

WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 20.74m in AUM and 854 holdings. The SPDR S&P Emerging Market Fund seeks to closely track, before fees and expenses, the returns of the S&P Emerging Markets LargeMidCap Index.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Taiwan Semiconductor Manufacturing Co Ltd (7.47 %)

Alibaba Group Holding Ltd Ordinary Shares (2.71 %)

Meituan Class B (1.78 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Information Technology (52.12 %)

Other (25.52 %)

Consumer Discretionary (13.48 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.5 %

0.35 %


Key Summary

HJZP

WEMG

Issuer

M&G

SPDR

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

S&P Emerging LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

1.5 %

0.35 %

Price

$0.87

$25.48

Size

N/A

$20.689 million

10Y return

N/A

48.74 %

Annual distribution yield (5Y)

0.16 %

2.46 %

Market

ASX

ASX

First listed date

16/10/2022

04/11/2013

Purchase fee

$6.50

$6.50


Community Stats

HJZP

WEMG

Popularity

Low

Low

Pearlers invested

6

4

Median incremental investment

$719.64

$3,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,540.44

$3,291.60

Average age group

26 - 35

26 - 35


Pros and Cons

HJZP

WEMG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

HJZP

WEMG

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

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