ESGD vs. RESD
Compare and contrast key facts about iShares ESG Aware MSCI EAFE ETF (ESGD) and WisdomTree International ESG Fund (RESD).
ESGD and RESD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESGD is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Extended ESG Focus Index. It was launched on Jun 28, 2016. RESD is an actively managed fund by WisdomTree. It was launched on Nov 3, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGD or RESD.
Key characteristics
| ESGD | RESD |
|---|
Correlation
The correlation between ESGD and RESD is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ESGD vs. RESD - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ESGD vs. RESD - Expense Ratio Comparison
ESGD has a 0.20% expense ratio, which is lower than RESD's 0.30% expense ratio.
Risk-Adjusted Performance
ESGD vs. RESD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI EAFE ETF (ESGD) and WisdomTree International ESG Fund (RESD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ESGD vs. RESD - Dividend Comparison
ESGD's dividend yield for the trailing twelve months is around 2.98%, while RESD has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
ESGD iShares ESG Aware MSCI EAFE ETF | 2.98% | 3.02% | 2.59% | 2.74% | 1.63% | 2.57% | 2.69% | 2.64% | 0.09% |
RESD WisdomTree International ESG Fund | 0.48% | 2.73% | 0.26% | 2.33% | 1.87% | 2.52% | 1.82% | 1.00% | 0.25% |
Drawdowns
ESGD vs. RESD - Drawdown Comparison
Volatility
ESGD vs. RESD - Volatility Comparison
iShares ESG Aware MSCI EAFE ETF (ESGD) has a higher volatility of 3.09% compared to WisdomTree International ESG Fund (RESD) at 0.00%. This indicates that ESGD's price experiences larger fluctuations and is considered to be riskier than RESD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.