Compare AU
Compare ISLM vs. HQUS
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 Equities Fund (Managed Fund) (ISLM) and the BetaShares S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISLM | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $643.50 | $1,020.37 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $1,490.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | HQUS | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | CONSTELLATION ENERGY CORP (0.26 %) GENERAL ELECTRIC CO (0.25 %) GLOBE LIFE INC (0.25 %) |
Top 3 industries | Consumer Discretionary (25.47 %) Materials (20.90 %) Information Technology (18.97 %) | Industrials (15.46 %) Financials (14.55 %) Information Technology (13.49 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | |
Management fee | 1.89 % | 0.29 % |
Key Summary
ISLM | HQUS | |
|---|---|---|
Issuer | Hejaz | BetaShares |
Tracking index | MSCI World Islamic | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.29 % |
Price | $1.165 | $43.85 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 0.09 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $643.50 | $1,020.37 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $1,490.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | HQUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ISLM | HQUS |
|---|---|
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 distribution yield | Higher distribution yield |