ESGD vs WIMA
iShares Trust iShares ESG Aware MSCI EAFE ETF against WisdomTree International Adaptive Moving Average Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
68%
251 shared positions
Fee gap
22 bp
ESGD is cheaper
1-year return gap
—
Larger fund
ESGD
$11.9B
Side by side
| ESGD | WIMA | |
|---|---|---|
| Fund | iShares Trust iShares ESG Aware MSCI EAFE ETF | WisdomTree International Adaptive Moving Average Fund |
| Issuer | iShares | WisdomTree |
| Category | Developed ex-US | Tactical & Rotation |
| Expense ratio | 0.20% | 0.42% |
| Assets | $11.9B | $68M |
| Average daily dollar volume | $43M | $358K |
| Listed | Jun 28, 2016 | Mar 11, 2026 |
| FrenzyCap score | 91 | 53 |
| 1-month return | −2.3% | −2.6% |
| 3-month return | −0.4% | −0.6% |
| Year to date | +8.2% | — |
| 1-year return | +9.5% | — |
| 30-day volatility | 12.4% | 12.1% |
| Worst drawdown, 1 year | −11.7% | −5.8% |
| Trailing 12-month yield | 3.33% | 1.67% |
| Holdings | 352 | 491 |
| Top 10 weight | 14.2% | 16.6% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$62M thru May 2026 | +$3.1M thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Oct 19, 2026issuer data | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
87% of ESGD · 81% of WIMA| Holding | ESGD | WIMA |
|---|---|---|
| ASML | 3.24% | 3.94% |
| NOVARTIS AG | 1.51% | 1.62% |
| HSBC HOLDINGS PLC | 1.47% | 1.87% |
| ROCHE PS PAR AG | 1.25% | 1.41% |
| SHEL | 1.18% | 1.43% |
| SIEMENS N AG | 1.12% | 1.19% |
| NESTLE SA | 1.12% | 1.38% |
| AZN | 1.02% | 1.19% |
| TOYOTA MOTOR | 1.05% | 0.97% |
| COMMONWEALTH BANK OF AUSTRALIA | 0.99% | 0.96% |
| ALLIANZ | 1.03% | 0.94% |
| BHP | 0.93% | 0.98% |
| ABB LTD | 0.99% | 0.93% |
| TTE | 0.90% | 0.95% |
| MITSUBISHI UFJ FINANCIAL GROUP | 0.86% | 1.31% |
| SUMITOMO MITSUI FINANCIAL GROUP | 0.86% | 0.83% |
| TOKYO ELECTRON | 0.80% | 1.12% |
| SAP | 1.26% | 0.78% |
| SCHNEIDER ELECTRIC | 0.73% | 0.85% |
| HITACHI | 0.84% | 0.73% |
| IBERDROLA | 0.81% | 0.72% |
| ADVANTEST | 0.71% | 0.85% |
| SONY GROUP | 0.85% | 0.70% |
| UNILEVER PLC | 0.81% | 0.68% |
| BNP PARIBAS SA | 0.70% | 0.63% |
Sector mix of the stock holdings
| Sector | ESGD | WIMA | Gap |
|---|---|---|---|
| Industrials | 3.5% | 0.3% | +3.3% |
| Energy | 2.6% | 0.0% | +2.6% |
| Health Care | 2.1% | 0.2% | +1.9% |
| Financials | 1.5% | 0.0% | +1.5% |
| Technology | 1.4% | 0.0% | +1.4% |
| Materials | 0.9% | 0.0% | +0.9% |
| Communication Services | 0.2% | 0.0% | +0.2% |
| Consumer Staples | 0.1% | 0.0% | +0.1% |
| Utilities | 0.1% | 0.0% | +0.1% |
| Consumer Discretionary | 0.1% | 0.0% | +0.1% |
More: full overlap table · ESGD holdings · WIMA holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.