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NUDM vs. FIDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NUDM vs. FIDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen ESG International Developed Markets Equity ETF (NUDM) and Fidelity International High Dividend ETF (FIDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NUDM achieves a 7.90% return, which is significantly lower than FIDI's 8.93% return.


NUDM

1D
-0.62%
1M
4.14%
YTD
7.90%
6M
9.70%
1Y
21.49%
3Y*
16.01%
5Y*
7.98%
10Y*

FIDI

1D
-0.57%
1M
0.38%
YTD
8.93%
6M
12.21%
1Y
25.24%
3Y*
19.10%
5Y*
10.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUDM vs. FIDI - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
NUDM
Nuveen ESG International Developed Markets Equity ETF
7.90%29.60%5.47%17.70%-15.16%10.62%10.06%24.58%-18.48%
FIDI
Fidelity International High Dividend ETF
8.93%39.34%-0.06%16.28%-4.73%16.87%-11.68%15.47%-20.16%

Correlation

The correlation between NUDM and FIDI is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Jan 19, 2018

0.84

The correlation between NUDM and FIDI has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.

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Return for Risk

NUDM vs. FIDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NUDM
NUDM Risk / Return Rank: 3838
Overall Rank
NUDM Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
NUDM Sortino Ratio Rank: 3838
Sortino Ratio Rank
NUDM Omega Ratio Rank: 3737
Omega Ratio Rank
NUDM Calmar Ratio Rank: 3535
Calmar Ratio Rank
NUDM Martin Ratio Rank: 4141
Martin Ratio Rank

FIDI
FIDI Risk / Return Rank: 6666
Overall Rank
FIDI Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 6262
Sortino Ratio Rank
FIDI Omega Ratio Rank: 6262
Omega Ratio Rank
FIDI Calmar Ratio Rank: 7272
Calmar Ratio Rank
FIDI Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NUDM vs. FIDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG International Developed Markets Equity ETF (NUDM) and Fidelity International High Dividend ETF (FIDI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


NUDMFIDIDifference
Sharpe ratioReturn per unit of total volatility

-0.82

Sortino ratioReturn per unit of downside risk

-1.00

Omega ratioGain probability vs. loss probability

1.25

1.39

-0.14

Calmar ratioReturn relative to maximum drawdown

1.73

3.65

-1.92

Martin ratioReturn relative to average drawdown

6.46

13.04

-6.59

NUDM vs. FIDI - Sharpe Ratio Comparison

The current NUDM Sharpe Ratio is 1.37, which is lower than the FIDI Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of NUDM and FIDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NUDMFIDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

2.19

-0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.71

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.31

+0.17

Drawdowns

NUDM vs. FIDI - Drawdown Comparison

The maximum NUDM drawdown since its inception was -32.01%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for NUDM and FIDI.


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Drawdown Indicators


NUDMFIDIDifference

Max Drawdown

Largest peak-to-trough decline

-32.01%

-46.34%

+14.33%

Max Drawdown (1Y)

Largest decline over 1 year

-12.50%

-6.96%

-5.54%

Max Drawdown (3Y)

Largest decline over 3 years

-13.47%

-12.09%

-1.38%

Max Drawdown (5Y)

Largest decline over 5 years

-30.09%

-26.05%

-4.04%

Current Drawdown

Current decline from peak

-1.71%

-2.24%

+0.53%

Average Drawdown

Average peak-to-trough decline

-6.86%

-9.79%

+2.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

1.94%

+1.40%

Volatility

NUDM vs. FIDI - Volatility Comparison

Nuveen ESG International Developed Markets Equity ETF (NUDM) has a higher volatility of 5.22% compared to Fidelity International High Dividend ETF (FIDI) at 3.09%. This indicates that NUDM's price experiences larger fluctuations and is considered to be riskier than FIDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NUDMFIDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

3.09%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

13.03%

9.00%

+4.03%

Volatility (1Y)

Calculated over the trailing 1-year period

15.74%

11.60%

+4.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.64%

14.84%

+1.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.59%

18.73%

-1.14%

NUDM vs. FIDI - Expense Ratio Comparison

NUDM has a 0.30% expense ratio, which is lower than FIDI's 0.39% expense ratio.


Dividends

NUDM vs. FIDI - Dividend Comparison

NUDM's dividend yield for the trailing twelve months is around 6.92%, more than FIDI's 4.13% yield.


PositionTTM202520242023202220212020201920182017
FIDI
Fidelity International High Dividend ETF
4.13%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%0.00%
NUDM
Nuveen ESG International Developed Markets Equity ETF
6.92%7.46%3.33%3.14%1.98%4.31%1.47%3.42%2.45%0.47%

Frequently Asked Questions


NUDM and FIDI have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NUDM has higher volatility (5.22%) compared to FIDI (3.09%). In terms of maximum drawdown, NUDM dropped -32.01% vs FIDI's -46.34%.

On 5-year performance, FIDI leads with 10.43% vs 7.98% for NUDM. On fees, NUDM is cheaper at 0.30% per year. On volatility, FIDI has been the lower-risk option at 3.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FIDI has performed better with a 10.43% return vs 7.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NUDM is cheaper with a 0.30% expense ratio, compared with 0.39% for FIDI.

NUDM has the higher dividend yield at 6.92%, compared with 4.13% for FIDI.

NUDM tracks MSCI TIAA ESG International DM, while FIDI tracks Fidelity® International High Dividend Index. They also come from different issuers: Nuveen and Fidelity. Their fees differ too: 0.30% for NUDM and 0.39% for FIDI.

FIDI currently has the higher Sharpe Ratio (2.19 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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