Compare AU
Compare US10 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 Betashares Us Treasury Bond 7-10Yr Ch ETF (US10) 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
US10 | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $2,000.00 | $719.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,516.56 | $847.02 |
Average age group | > 35 | 26 - 35 |
Key Summary
US10 | HJZP | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. | 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 | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (9.74 %) | Digital Realty Trust Inc (26.38 %) American Homes 4 Rent Class A (10.90 %) Public Storage (9.58 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 0.22 % | 1.5 % |
Key Summary
US10 | HJZP | |
|---|---|---|
Issuer | BetaShares | M&G |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 1.5 % |
Price | $50.62 | $0.785 |
Size | $27.270 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.88 % | 0.16 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $2,000.00 | $719.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,516.56 | $847.02 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
US10 | HJZP | |
|---|---|---|
Pros |
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Cons |
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US10 | HJZP |
|---|---|
Lower exposure to AU market | Higher 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 |