RESE vs. ESGD
Compare and contrast key facts about WisdomTree Emerging Markets ESG Fund (RESE) and iShares ESG Aware MSCI EAFE ETF (ESGD).
RESE and ESGD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RESE is an actively managed fund by WisdomTree. It was launched on Apr 7, 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: RESE or ESGD.
Key characteristics
| RESE | ESGD |
|---|
Correlation
The correlation between RESE and ESGD 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
RESE 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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RESE vs. ESGD - Expense Ratio Comparison
RESE has a 0.32% expense ratio, which is higher than ESGD's 0.20% expense ratio.
Risk-Adjusted Performance
RESE vs. ESGD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets ESG Fund (RESE) 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
RESE vs. ESGD - Dividend Comparison
RESE has not paid dividends to shareholders, while ESGD's dividend yield for the trailing twelve months is around 2.98%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
RESE WisdomTree Emerging Markets ESG Fund | 0.65% | 2.25% | 2.36% | 2.51% | 0.56% | 3.55% | 1.08% | 1.11% | 2.69% |
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% |
Drawdowns
RESE vs. ESGD - Drawdown Comparison
Volatility
RESE vs. ESGD - Volatility Comparison
The current volatility for WisdomTree Emerging Markets ESG Fund (RESE) is 0.00%, while iShares ESG Aware MSCI EAFE ETF (ESGD) has a volatility of 3.09%. This indicates that RESE 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.