Compare AU

Compare MOAT vs. HJZP

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

VanEck Morningstar Wide Moat ETF

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 VanEck Morningstar Wide Moat ETF (MOAT) and the Hejaz Property Fund (Managed Fund) (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

HJZP

Popularity

Low

Low

Pearlers invested

524

6

Median incremental investment

$1,000.00

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$4,247.75

$1,452.41

Average age group

> 35

26 - 35


Key Summary

MOAT

HJZP

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

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

Alphabet Inc Class A (2.82 %)

Bristol-Myers Squibb Co (2.81 %)

The Walt Disney Co (2.81 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Health Care (39.80 %)

Other (23.89 %)

Communication Services (21.11 %)

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0.49 %

1.5 %


Key Summary

MOAT

HJZP

Issuer

VanEck

M&G

Tracking index

Morningstar Wide Moat Focus Index - AUD

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

Asset class

ETF

ETF

Management fee

0.49 %

1.5 %

Price

$131.76

$0.825

Size

$1.066 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.81 %

0.16 %

Market

ASX

ASX

First listed date

26/06/2015

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

MOAT

HJZP

Popularity

Low

Low

Pearlers invested

524

6

Median incremental investment

$1,000.00

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$4,247.75

$1,452.41

Average age group

> 35

26 - 35


Pros and Cons

MOAT

HJZP

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MOAT

HJZP

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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