WSRD
Wealthsimple Developed Markets ex North America Socially Responsible Index ETF
Full WSRD fund page
VS
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 Industrials 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 4.62% year-to-date with +$34 M in net flows, whereas ZDM is at 11.56% with +$287 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 | $994.28 M | $1,991.70 M |
| Management Fees | 0.28% | 0.20% |
| Exp. ratio | 0.28% | 0.22% |
| Tracking Difference | - | -0.52% |
Historical performance and flows
As of November 3, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | WSRD | +2.66% | -0.95% | +4.62% | +4.93% | +42.40% |
ZDM | -1.03% | -2.59% | +11.56% | +13.83% | +59.63% | |
| Flows | WSRD | -$3 M | -$3 M | +$34 M | +$45 M | +$259 M |
ZDM | +$25 M | +$80 M | +$287 M | +$330 M | +$916 M |
WSRD vs ZDM exposure
Countries
WSRD
Japan
18.90%
United Kingdom
13.02%
Sweden
8.75%
Germany
7.94%
Switzerland
7.63%
Other
43.76%
ZDM
Japan
26.72%
United Kingdom
13.54%
Switzerland
8.86%
Germany
7.87%
France
7.73%
Australia
7.02%
Other
28.26%
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%
ZDM
Finance
27.21%
Industrials
16.24%
Technology
13.38%
Healthcare
9.14%
Non-Energy Materials
7.69%
Consumer Non-Cyclicals
7.68%
Other
18.66%
As of November 3, 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%
ZDM
CA05579E1097
100.80%
Diversification
WSRD
Total weight of top 10 holdings out of 274 total
12.00%
ZDM
Total weight of top 10 holdings out of 2,621 total
100.80%
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) | Other |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.59% | 1.96% |
| 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 November 3, 2026, WSRD has returned 4.62% year to date, while ZDM has returned 11.56%. ZDM is ahead on YTD performance.
Which ETF is larger by assets under management: WSRD or ZDM?
As of November 3, 2026, WSRD manages $994.28 M in assets, while ZDM manages $1.99 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.
Which ETF is more diversified: WSRD or ZDM?
WSRD holds 274 securities, while ZDM holds 1. On holdings count, WSRD is the more diversified portfolio.
Which ETF is attracting more investor flows: WSRD or ZDM?
Year to date, WSRD has seen +$34.42 M in net flows, compared with +$287.20 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 sectors do WSRD and ZDM emphasize?
WSRD is most exposed to Finance, Consumer Non-Cyclicals, and Industrials. ZDM is most exposed to Finance, Industrials, and Technology.
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