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

RESE vs. ESGD

Last updated May 13, 2025

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.

Correlation

The correlation between RESE and ESGD 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

RESE vs. ESGD - Performance Comparison

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

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Key characteristics

Returns By Period

RESE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ESGD

YTD

13.30%

1M

9.16%

6M

11.93%

1Y

10.39%

5Y*

12.52%

10Y*

N/A

*Annualized

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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.

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

Risk-Adjusted Performance

RESE vs. ESGD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RESE
ESGD
The Risk-Adjusted Performance Rank of ESGD is 5959
Overall Rank
The Sharpe Ratio Rank of ESGD is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of ESGD is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ESGD is 5555
Omega Ratio Rank
The Calmar Ratio Rank of ESGD is 7171
Calmar Ratio Rank
The Martin Ratio Rank of ESGD is 5858
Martin Ratio Rank
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.

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.

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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 2.85%.

TTM202420232022202120202019201820172016
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%
ESGD
iShares ESG Aware MSCI EAFE ETF		2.85%3.23%3.02%2.59%2.75%1.63%2.57%2.69%2.65%0.09%

Drawdowns

RESE vs. ESGD - Drawdown Comparison

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Volatility

RESE vs. ESGD - Volatility Comparison

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