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Compare REIT vs. IHEB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are REIT and IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
REIT | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 106 | 3 |
Median incremental investment | $993.50 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,429.20 | $8,016.32 |
Average age group | > 35 | > 35 |
Key Summary
REIT | IHEB | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | Welltower Inc (7.00 %) Prologis Inc (6.20 %) Equinix Inc (4.79 %) | iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (73.96 %) Japan (5.45 %) Singapore (3.61 %) | |
Management fee | 0.43 % | 0.51 % |
Key Summary
REIT | IHEB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.51 % |
Price | $15.88 | $77.08 |
Size | $593.933 million | $107.564 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.19 % | 5.75 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 106 | 3 |
Median incremental investment | $993.50 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,429.20 | $8,016.32 |
Average age group | > 35 | > 35 |
Pros and Cons
REIT | IHEB | |
|---|---|---|
Pros |
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Cons |
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REIT | IHEB |
|---|---|
Higher exposure to AU market | Lower 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 |
Lower distribution yield | Higher distribution yield |