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 Index ETF (ZEA) to find the best fit for your portfolio. WSRD provides Finance, Consumer Non-Cyclicals, and Industrials exposures, while ZEA 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 ZEA. Performance-wise, WSRD has returned 4.62% year-to-date with +$34 M in net flows, whereas ZEA is at 11.12% with +$1 B. 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
ZEA
| AuM | $994.28 M | $13,718.29 M |
| Management Fees | 0.28% | 0.20% |
| Exp. ratio | 0.28% | 0.22% |
| Tracking Difference | - | -0.36% |
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% |
ZEA | -2.61% | -4.46% | +11.12% | +12.07% | +65.50% | |
| Flows | WSRD | -$3 M | -$3 M | +$34 M | +$45 M | +$259 M |
ZEA | +$398 M | +$677 M | +$1,396 M | +$1,571 M | +$3,319 M |
WSRD vs ZEA exposure
Countries
WSRD
Japan
18.90%
United Kingdom
13.02%
Sweden
8.75%
Germany
7.94%
Switzerland
7.63%
Other
43.76%
ZEA
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%
ZEA
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 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%
ZEA
US46432F8427
100.00%
Diversification
WSRD
Total weight of top 10 holdings out of 274 total
12.00%
ZEA
Total weight of top 10 holdings out of 2,621 total
100.00%
Characteristics
Compare
WSRD
ZEA
| Provider | Mackenzie Investments | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD | MSCI EAFE Net Total Return Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.59% | 1.98% |
| Meets ESG criteria | Yes | No |
| Inception Date | June 16, 2020 | February 10, 2014 |
Frequently asked questions about WSRD and ZEA
Which ETF has performed better year to date: WSRD or ZEA?
As of November 3, 2026, WSRD has returned 4.62% year to date, while ZEA has returned 11.12%. ZEA is ahead on YTD performance.
Which ETF is larger by assets under management: WSRD or ZEA?
As of November 3, 2026, WSRD manages $994.28 M in assets, while ZEA manages $13.72 B. ZEA is the larger fund by AUM.
How are WSRD and ZEA managed?
WSRD is passively managed by Mackenzie Investments. It tracks the Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD benchmark. ZEA is passively managed by BMO. It tracks the MSCI EAFE Net Total Return Index - CAD benchmark.
Which ETF is more diversified: WSRD or ZEA?
WSRD holds 274 securities, while ZEA holds 1. On holdings count, WSRD is the more diversified portfolio.
Which ETF is attracting more investor flows: WSRD or ZEA?
Year to date, WSRD has seen +$34.42 M in net flows, compared with +$1,395.95 M for ZEA. ZEA has attracted more net investor money so far.
How do the fees of WSRD and ZEA compare?
WSRD has an expense ratio of 0.28%, while ZEA has an expense ratio of 0.22%.
What sectors do WSRD and ZEA emphasize?
WSRD is most exposed to Finance, Consumer Non-Cyclicals, and Industrials. ZEA is most exposed to Finance, Industrials, and Technology.
Recent articles about WSRD and ZEA
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