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 BMO MSCI EAFE Hedged to CAD Index ETF (ZDM) to find the best fit for your portfolio. WSRD provides Finance, Consumer Non-Cyclicals, and Healthcare exposures, while ZDM 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 ZDM. Performance-wise, WSRD has returned 3.26% year-to-date with +$41 M in net flows, whereas ZDM is at 13.49% with +$254 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
ZDM
| AuM | $992.93 M | $2,003.03 M |
| Management Fees | 0.28% | 0.20% |
| Exp. ratio | 0.28% | 0.22% |
| Tracking Difference | - | -1.22% |
Historical performance and flows
As of September 16, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | WSRD | -1.48% | +1.53% | +3.26% | +5.63% | +38.79% |
ZDM | -1.71% | +1.88% | +13.49% | +21.22% | +59.24% | |
| Flows | WSRD | -$4 M | +$11 M | +$41 M | +$58 M | +$268 M |
ZDM | +$33 M | +$95 M | +$254 M | +$426 M | +$865 M |
WSRD vs ZDM exposure
Countries
WSRD
Japan
17.16%
United Kingdom
13.66%
Sweden
8.88%
Switzerland
7.93%
Germany
7.44%
Other
44.94%
ZDM
Japan
24.79%
United Kingdom
13.77%
Switzerland
9.28%
France
8.15%
Germany
8.10%
Australia
7.06%
Other
28.84%
Sectors
WSRD
Finance
17.40%
Consumer Non-Cyclicals
14.94%
Healthcare
14.77%
Industrials
13.61%
Consumer Cyclicals
12.16%
Technology
8.51%
Other
18.61%
ZDM
Finance
27.44%
Industrials
16.37%
Technology
11.84%
Healthcare
9.38%
Consumer Non-Cyclicals
8.09%
Non-Energy Materials
7.45%
Other
19.44%
As of September 16, 2026
Top 10 Holdings
WSRD
VERBUND AG
1.66%
Kingspan Group Plc
1.33%
Unilever Plc
1.17%
Antofagasta Plc
1.12%
Fortescue Ltd.
1.10%
Ferrari NV
1.10%
Compagnie Financière Richemont SA
1.10%
ASSA ABLOY AB
1.09%
Pearson Plc
1.06%
Isuzu Motors Ltd.
0.98%
ZDM
ASML Holding NV
2.51%
HSBC Holdings Plc
1.42%
Roche Holding AG
1.20%
Novartis AG
1.12%
Nestlé SA
1.03%
AstraZeneca PLC
1.01%
Shell Plc
0.97%
Siemens AG
0.94%
Mitsubishi UFJ Financial Group, Inc.
0.92%
BHP Group Ltd.
0.82%
Diversification
WSRD
Total weight of top 10 holdings out of 269 total
11.73%
ZDM
Total weight of top 10 holdings out of 2,608 total
11.94%
Characteristics
Compare
WSRD
ZDM
| Provider | Mackenzie Investments | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD | MSCI EAFE 100% Hedged to CAD Net Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.48% | 1.88% |
| Meets ESG criteria | Yes | No |
| Inception Date | June 16, 2020 | October 20, 2009 |
Frequently asked questions about WSRD and ZDM
Which ETF has performed better year to date: WSRD or ZDM?
As of September 16, 2026, WSRD has returned 3.26% year to date, while ZDM has returned 13.49%. ZDM is ahead on YTD performance.
Which ETF is larger by assets under management: WSRD or ZDM?
As of September 16, 2026, WSRD manages $992.93 M in assets, while ZDM manages $2.00 B. ZDM is the larger fund by AUM.
How are WSRD and ZDM managed?
WSRD is passively managed by Mackenzie Investments. It tracks the Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD benchmark. ZDM is passively managed by BMO. It tracks the MSCI EAFE 100% Hedged to CAD Net Total Return Index - CAD benchmark.
What sectors do WSRD and ZDM emphasize?
WSRD is most exposed to Finance, Consumer Non-Cyclicals, and Healthcare. ZDM is most exposed to Finance, Industrials, and Technology.
Which ETF is attracting more investor flows: WSRD or ZDM?
Year to date, WSRD has seen +$41.35 M in net flows, compared with +$254.47 M for ZDM. ZDM has attracted more net investor money so far.
How do the fees of WSRD and ZDM compare?
WSRD has an expense ratio of 0.28%, while ZDM has an expense ratio of 0.22%.
What are the top holdings of WSRD and ZDM?
WSRD's largest holdings include VERBUND AG, Kingspan Group Plc, and Unilever Plc. ZDM's top holdings include ASML Holding NV, HSBC Holdings Plc, and Roche Holding AG.
Which ETF is more diversified: WSRD or ZDM?
WSRD holds 269 securities, while ZDM holds 2596. On holdings count, ZDM is the more diversified portfolio.
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