ESGD vs. RESE
Compare and contrast key facts about iShares ESG Aware MSCI EAFE ETF (ESGD) and WisdomTree Emerging Markets ESG Fund (RESE).
ESGD and RESE 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. RESE is an actively managed fund by WisdomTree. It was launched on Apr 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGD or RESE.
Correlation
The correlation between ESGD and RESE is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ESGD vs. RESE - Performance Comparison
Key characteristics
Returns By Period
ESGD
3.20%
-1.41%
-2.14%
4.27%
4.75%
N/A
RESE
N/A
N/A
N/A
N/A
N/A
N/A
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ESGD vs. RESE - Expense Ratio Comparison
ESGD has a 0.20% expense ratio, which is lower than RESE's 0.32% expense ratio.
Risk-Adjusted Performance
ESGD vs. RESE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI EAFE ETF (ESGD) and WisdomTree Emerging Markets ESG Fund (RESE). 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. RESE - Dividend Comparison
ESGD's dividend yield for the trailing twelve months is around 3.26%, while RESE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
ESGD iShares ESG Aware MSCI EAFE ETF | 3.26% | 3.02% | 2.59% | 2.75% | 1.63% | 2.57% | 2.69% | 2.65% | 0.09% |
RESE WisdomTree Emerging Markets ESG Fund | 0.00% | 2.25% | 2.36% | 2.51% | 0.56% | 3.55% | 1.08% | 1.11% | 2.69% |
Drawdowns
ESGD vs. RESE - Drawdown Comparison
Volatility
ESGD vs. RESE - Volatility Comparison
iShares ESG Aware MSCI EAFE ETF (ESGD) has a higher volatility of 3.68% compared to WisdomTree Emerging Markets ESG Fund (RESE) at 0.00%. This indicates that ESGD's price experiences larger fluctuations and is considered to be riskier than RESE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.