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ESGD vs. RESE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ESGD vs. RESE

Last updated May 15, 2025

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 0.56, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware MSCI EAFE ETF (ESGD) and WisdomTree Emerging Markets ESG Fund (RESE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ESGD

YTD

12.79%

1M

7.43%

6M

12.10%

1Y

9.11%

5Y*

12.39%

10Y*

N/A

RESE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

RESE
WisdomTree Emerging Markets ESG Fund
ESGD
iShares ESG Aware MSCI EAFE ETF

Risk-Adjusted Performance

ESGD vs. RESE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ESGD
The Risk-Adjusted Performance Rank of ESGD is 5656
Overall Rank
The Sharpe Ratio Rank of ESGD is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of ESGD is 5454
Sortino Ratio Rank
The Omega Ratio Rank of ESGD is 5252
Omega Ratio Rank
The Calmar Ratio Rank of ESGD is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ESGD is 5757
Martin Ratio Rank
RESE
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

ESGD vs. RESE - Dividend Comparison

ESGD's dividend yield for the trailing twelve months is around 2.87%, while RESE has not paid dividends to shareholders.

TTM202420232022202120202019201820172016
ESGD
iShares ESG Aware MSCI EAFE ETF		2.87%3.23%3.02%2.59%2.75%1.63%2.57%2.69%2.65%0.09%
RESE
WisdomTree Emerging Markets ESG Fund		0.00%0.00%2.25%2.36%2.51%0.56%3.55%1.08%1.11%2.69%

Drawdowns

ESGD vs. RESE - Drawdown Comparison

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Volatility

ESGD vs. RESE - Volatility Comparison

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