Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Compare AU

Compare IBAL vs. HJZP

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

iShares Balanced Esg ETF

ASX

Buy

Buy

Hejaz Property Fund Active ETF

ASX

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 iShares Balanced Esg ETF (IBAL) and the Hejaz Property Fund Active ETF (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IBAL

HJZP

Popularity

Low

Low

Pearlers invested

1

7

Median incremental investment

$993.50

$719.64

Median investment frequency

Weekly

Monthly

Median total investment

$946.11

$847.02

Average age group

> 35

26 - 35


Key Summary

IBAL

HJZP

Strategy

IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .

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).

Top 3 holdings

iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %)

iShares Treasury ETF (16.32 %)

iShares Core MSCI Australia ESG ETF (16.19 %)

Digital Realty Trust Inc (26.38 %)

American Homes 4 Rent Class A (10.90 %)

Public Storage (9.58 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0.22 %

1.5 %


Key Summary

IBAL

HJZP

Issuer

iShares

M&G

Tracking index

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

Asset class

ETF

ETF

Management fee

0.22 %

1.5 %

Price

$28.67

$0.785

Size

$16.543 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.53 %

0.16 %

Market

ASX

ASX

First listed date

16/08/2022

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

IBAL

HJZP

Popularity

Low

Low

Pearlers invested

1

7

Median incremental investment

$993.50

$719.64

Median investment frequency

Weekly

Monthly

Median total investment

$946.11

$847.02

Average age group

> 35

26 - 35


Pros and Cons

IBAL

HJZP

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

IBAL

HJZP

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield