RESD vs. ESGD
Compare and contrast key facts about WisdomTree International ESG Fund (RESD) and iShares ESG Aware MSCI EAFE ETF (ESGD).
RESD and ESGD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RESD is an actively managed fund by WisdomTree. It was launched on Nov 3, 2016. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RESD or ESGD.
Key characteristics
| RESD | ESGD |
|---|
Correlation
The correlation between RESD and ESGD 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
RESD vs. ESGD - 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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RESD vs. ESGD - Expense Ratio Comparison
RESD has a 0.30% expense ratio, which is higher than ESGD's 0.20% expense ratio.
Risk-Adjusted Performance
RESD vs. ESGD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International ESG Fund (RESD) and iShares ESG Aware MSCI EAFE ETF (ESGD). 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
RESD vs. ESGD - Dividend Comparison
RESD has not paid dividends to shareholders, while ESGD's dividend yield for the trailing twelve months is around 2.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
RESD WisdomTree International ESG Fund | 0.48% | 2.73% | 0.26% | 2.33% | 1.87% | 2.52% | 1.82% | 1.00% | 0.25% |
ESGD iShares ESG Aware MSCI EAFE ETF | 2.95% | 3.02% | 2.59% | 2.75% | 1.63% | 2.57% | 2.69% | 2.65% | 0.09% |
Drawdowns
RESD vs. ESGD - Drawdown Comparison
Volatility
RESD vs. ESGD - Volatility Comparison
The current volatility for WisdomTree International ESG Fund (RESD) is 0.00%, while iShares ESG Aware MSCI EAFE ETF (ESGD) has a volatility of 3.37%. This indicates that RESD experiences smaller price fluctuations and is considered to be less risky than ESGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.