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Compare STW vs. HJZP
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 State Street SPDR S&P/ASX 200 ETF (STW) 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
STW | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 402 | 5 |
Median incremental investment | $1,000.00 | $814.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,263.52 | $2,213.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
STW | HJZP | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6611.1m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | 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 | BHP Group Ltd (10.68 %) Commonwealth Bank of Australia (10.30 %) National Australia Bank Ltd (5.18 %) | BWP Group (13.07 %) Prologis Inc (12.69 %) Vicinity Centres (12.41 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Real Estate (100.00 %) Other (16.15 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | United States (65.21 %) Australia (34.79 %) |
Management fee | 0 % | 1.5 % |
Key Summary
STW | HJZP | |
|---|---|---|
Issuer | State Street | M&G |
Tracking index | S&P ASX 200 | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0 % | 1.5 % |
Price | $78.56 | $0.745 |
Size | $6.441 billion | N/A |
10Y return | 60.95 % | N/A |
Annual distribution yield (5Y) | 4.31 % | 0.40 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 402 | 5 |
Median incremental investment | $1,000.00 | $814.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,263.52 | $2,213.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
STW | HJZP | |
|---|---|---|
Pros |
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Cons |
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STW | 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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |