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Wealthsimple Developed Markets ex North America Socially Responsible Index ETF (WSRD.TO) ETF Analysis

WSRD.TO

Expense ratio 0.28% Yield 2.63% Assets CA$985.41M Since June 16, 2020 Family Mackenzie Financial Corporation

Last Updated: October 21, 2026

CA$34.90

+CA$0.06 (+0.17%)

October 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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WSRD.TO Annualized Returns

With dividends reinvested · as of October 21, 2026

Period	Total return	Annualized	CA$100 becomes	CA$300 becomes
1 year	+3.88%	+3.88%	CA$103.88	CA$311.63
3 years	+53.51%	+15.36%	CA$153.51	CA$460.53
5 years	+23.96%	+4.39%	CA$123.96	CA$371.87
Since June 17, 2020	+58.59%	+7.54%	CA$158.59	CA$475.78

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

WSRD.TO Return by Calendar Year

2020 and 2026 are partial years

−20.37%+18.84%+4.55%

2020*202120222023202420252026*

View as table ↓View as chart ↑

Year	Return
2026 (partial year)	+4.55%
2025	+18.84%
2024	+9.40%
2023	+14.01%
2022	−20.37%
2021	+8.79%
2020 (partial year)	+18.14%

WSRD.TO Monthly Returns

−9%+11%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	+0.8	+3.7	−7.2	+0.9	+2.0	+2.5	+2.3	+1.1	−3.2	+2.1	—	—
2025	+6.2	+1.0	−1.1	+1.4	+3.6	+0.9	−1.3	+2.5	+2.3	+1.9	+0.1	−0.0
2024	+0.0	+1.8	+2.0	−1.2	+2.9	−1.5	+4.8	+1.3	+3.4	−3.7	−0.6	+0.2
2023	+7.9	−1.2	+2.4	+3.3	−5.5	+0.3	+3.1	−1.6	−4.0	−1.4	+7.1	+3.8
2022	−8.1	−4.1	−2.4	−5.6	−2.3	−8.7	+8.1	−5.7	−6.3	+4.5	+10.2	−0.2
2021	−0.3	−0.3	+2.3	+0.4	+2.3	+1.8	+3.1	+1.9	−3.4	+1.1	−1.6	+1.3
2020	—	—	—	—	—	—	+3.7	+4.5	+4.0	−4.7	+9.6	+1.5

Monthly total returns with dividends reinvested; each cell prints its signed value.

WSRD.TO Volatility & Risk

Volatility: 6 yrs · Beta: 3 yrs

Annualized volatility: 14.33%
Beta (3y): 0.94
Best year: +18.84%
Worst year: −20.37%

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Top Holdings

#	Symbol	Name	Weight
1	KRX.IR	Kingspan Group PLC	1.89%
2	ENRG.TA	Energix-Renewable Energies Ltd	1.54%
3	FMG.AX	Fortescue Ltd	1.28%
4	ANTO.L	Antofagasta PLC	1.24%
5	FRES.L	Fresnillo PLC	1.13%
6	ASSA-B.ST	Assa Abloy AB Class B	1.08%
7	KESKOB	Kesko Oyj Class B	0.98%
8	ULVR.L	Unilever PLC	0.98%
9	RACE.MI	Ferrari NV	0.9%
10	MBG.DE	Mercedes-Benz Group AG	0.88%

Analysis

Data-derived

Fund Overview

Wealthsimple Developed Markets ex North America Socially Responsible Index ETF (WSRD.TO) is an exchange-traded fund. The fund holds CA$985.41M in total net assets. Annual costs run at an expense ratio of 0.28%. On a CA$10,000 position that is CA$28.00 a year. Mackenzie Financial Corporation is the fund family on file. It has been trading since June 16, 2020.

Its biggest positions are Kingspan Group PLC (KRX.IR), Energix-Renewable Energies Ltd (ENRG.TA), and Fortescue Ltd (FMG.AX). Kingspan Group PLC alone accounts for 1.89% of the portfolio. The ten largest positions together make up 11.88% of the fund.

Performance Analysis

The most recent close on file for WSRD.TO is CA$34.90, dated October 21, 2026. The trailing one-year total return is +3.88%. Measured over 5 years, that is +4.39% a year compounded. The fund distributes at a trailing yield of 2.63%.

2026 is still running; the total return is +4.55% year to date. Across the complete calendar years on file, 2025 returned +18.84% and 2022 returned −20.37%. Of the 5 complete calendar years on file, 4 finished higher.

Price & Risk Profile

Over the past 52 weeks the price has ranged from CA$31.68 to CA$35.88. The latest close sits 10.16% above that 52-week low. Daily returns over the trailing 6 years annualize to a volatility of 14.33%. The reported beta is 0.94. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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