WSRD
Wealthsimple Developed Markets ex North America Socially Responsible Index ETF
Full WSRD fund page
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Compare Wealthsimple Developed Markets ex North America Socially Responsible Index ETF (WSRD) vs Global X MSCI EAFE Index ETF (EAFX) to find the best fit for your portfolio. WSRD provides Finance, Consumer Non-Cyclicals, and Industrials exposures, while EAFX is primarily weighted in Finance, Industrials, and Technology. When evaluating costs, WSRD features a management fee (MER) of 0.28%, compared to 0.2% for EAFX. Performance-wise, WSRD has returned 4.81% year-to-date with +$34 M in net flows, whereas EAFX is at 8.72% with +$63 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
WSRD
EAFX
| AuM | $996.12 M | $264.73 M |
| Management Fees | 0.28% | 0.20% |
| Exp. ratio | 0.28% | 0.23% |
| Tracking Difference | - | -0.24% |
Historical performance and flows
As of November 2, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | WSRD | +2.81% | -0.76% | +4.81% | +5.13% | +43.87% |
EAFX | -0.54% | -3.40% | +8.72% | +12.76% | - | |
| Flows | WSRD | -$3 M | -$3 M | +$34 M | +$45 M | +$259 M |
EAFX | +$6 M | +$13 M | +$63 M | +$81 M | +$0 M |
WSRD vs EAFX exposure
Countries
WSRD
Japan
18.90%
United Kingdom
13.02%
Sweden
8.75%
Germany
7.94%
Switzerland
7.63%
Other
43.76%
EAFX
Japan
26.51%
United Kingdom
13.43%
Switzerland
8.79%
Germany
7.81%
France
7.67%
Other
35.78%
Sectors
WSRD
Finance
16.63%
Consumer Non-Cyclicals
14.14%
Industrials
14.13%
Healthcare
13.40%
Consumer Cyclicals
11.87%
Technology
10.40%
Other
19.43%
EAFX
Finance
27.00%
Industrials
16.12%
Technology
13.28%
Healthcare
9.07%
Non-Energy Materials
7.63%
Consumer Non-Cyclicals
7.61%
Other
19.29%
As of November 2, 2026
Top 10 Holdings
WSRD
Kingspan Group Plc
1.91%
Energix-Renewable Energies Ltd.
1.55%
Fortescue Ltd.
1.29%
Antofagasta Plc
1.26%
Fresnillo Plc
1.14%
ASSA ABLOY AB
1.09%
Kesko Oyj
0.99%
Unilever Plc
0.99%
Ferrari NV
0.91%
Mercedes-Benz Group AG
0.88%
EAFX
US46432F8427
100.00%
Diversification
WSRD
Total weight of top 10 holdings out of 274 total
12.00%
EAFX
Total weight of top 10 holdings out of 2,621 total
100.00%
Characteristics
Compare
WSRD
EAFX
| Provider | Mackenzie Investments | Global X |
| Management | Passively managed | Passively managed |
| Benchmark | Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD | MSCI EAFE Net Total Return Index - USD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.58% | 2.68% |
| Meets ESG criteria | Yes | No |
| Inception Date | June 16, 2020 | May 15, 2024 |
Frequently asked questions about WSRD and EAFX
Which ETF has performed better year to date: WSRD or EAFX?
As of November 2, 2026, WSRD has returned 4.81% year to date, while EAFX has returned 8.72%. EAFX is ahead on YTD performance.
Which ETF is larger by assets under management: WSRD or EAFX?
As of November 2, 2026, WSRD manages $996.12 M in assets, while EAFX manages $264.73 M. WSRD is the larger fund by AUM.
How are WSRD and EAFX managed?
WSRD is passively managed by Mackenzie Investments. It tracks the Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD benchmark. EAFX is passively managed by Global X. It tracks the MSCI EAFE Net Total Return Index - USD benchmark.
Which ETF is more diversified: WSRD or EAFX?
WSRD holds 274 securities, while EAFX holds 1. On holdings count, WSRD is the more diversified portfolio.
Which ETF is attracting more investor flows: WSRD or EAFX?
Year to date, WSRD has seen +$34.42 M in net flows, compared with +$62.64 M for EAFX. EAFX has attracted more net investor money so far.
How do the fees of WSRD and EAFX compare?
WSRD has an expense ratio of 0.28%, while EAFX has an expense ratio of 0.23%.
What sectors do WSRD and EAFX emphasize?
WSRD is most exposed to Finance, Consumer Non-Cyclicals, and Industrials. EAFX is most exposed to Finance, Industrials, and Technology.
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