Compare AU

Compare HJZP vs. XARO

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, shares and ETFs are a popular choice. Two options in the ASX are HJZP and XARO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

XARO

Popularity

Low

Low

Pearlers invested

6

5

Median incremental investment

$719.64

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,487.62

$1,045.88

Average age group

26 - 35

26 - 35


Key Summary

HJZP

XARO

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).

XARO.AX was created on 2018-12-10 by ActiveX. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund targets stable return in excess of inflation over the medium term.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Ardea Real Outcome Bond Complex ETF (100 %)

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 %

0.5 %


Key Summary

HJZP

XARO

Issuer

M&G

ActiveX

Tracking index

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

Asset class

ETF

ETF

Management fee

1.5 %

0.5 %

Price

$0.845

$23.77

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

0.16 %

4.09 %

Market

ASX

ASX

First listed date

16/10/2022

10/12/2018

Purchase fee

$6.50

$6.50


Community Stats

HJZP

XARO

Popularity

Low

Low

Pearlers invested

6

5

Median incremental investment

$719.64

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,487.62

$1,045.88

Average age group

26 - 35

26 - 35


Pros and Cons

HJZP

XARO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

HJZP

XARO

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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