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Compare HVST vs. DJRE
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 Betashares Australian Dividend Harvester Active ETF (HVST) and the State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 76 | 128 |
Median incremental investment | $990.50 | $1,036.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,478.58 | $3,905.31 |
Average age group | > 35 | > 35 |
Key Summary
HVST | DJRE | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | SPI 200 FUTURES DEC26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.65 %) BHP GROUP LTD (9.34 %) | Prologis Inc (8.78 %) Welltower Inc (8.15 %) Public Storage (7.19 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0.65 % | 0.2 % |
Key Summary
HVST | DJRE | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.2 % |
Price | $12.97 | $20.94 |
Size | $272.995 million | $490.829 million |
10Y return | -35.76 % | 2.45 % |
Annual distribution yield (5Y) | 5.28 % | 3.64 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 76 | 128 |
Median incremental investment | $990.50 | $1,036.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,478.58 | $3,905.31 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | DJRE | |
|---|---|---|
Pros |
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Cons |
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HVST | DJRE |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |