NUDM vs. VFIAX
Compare and contrast key facts about Nuveen ESG International Developed Markets Equity ETF (NUDM) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
NUDM is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG International DM. It was launched on Jun 7, 2017. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUDM or VFIAX.
Correlation
The correlation between NUDM and VFIAX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NUDM vs. VFIAX - Performance Comparison
Key characteristics
NUDM:
0.85
VFIAX:
1.81
NUDM:
1.25
VFIAX:
2.44
NUDM:
1.15
VFIAX:
1.33
NUDM:
1.17
VFIAX:
2.75
NUDM:
2.77
VFIAX:
11.39
NUDM:
4.08%
VFIAX:
2.04%
NUDM:
13.39%
VFIAX:
12.86%
NUDM:
-32.01%
VFIAX:
-55.20%
NUDM:
-4.24%
VFIAX:
-1.49%
Returns By Period
In the year-to-date period, NUDM achieves a 4.96% return, which is significantly higher than VFIAX's 2.55% return.
NUDM
4.96%
4.26%
5.30%
12.07%
6.24%
N/A
VFIAX
2.55%
1.89%
13.48%
22.17%
14.37%
13.30%
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NUDM vs. VFIAX - Expense Ratio Comparison
NUDM has a 0.30% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
NUDM vs. VFIAX — Risk-Adjusted Performance Rank
NUDM
VFIAX
NUDM vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG International Developed Markets Equity ETF (NUDM) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
NUDM vs. VFIAX - Dividend Comparison
NUDM's dividend yield for the trailing twelve months is around 3.17%, more than VFIAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUDM Nuveen ESG International Developed Markets Equity ETF | 3.17% | 3.33% | 3.14% | 1.98% | 4.31% | 1.47% | 3.42% | 2.45% | 0.47% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.20% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NUDM vs. VFIAX - Drawdown Comparison
The maximum NUDM drawdown since its inception was -32.01%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for NUDM and VFIAX. For additional features, visit the drawdowns tool.
Volatility
NUDM vs. VFIAX - Volatility Comparison
Nuveen ESG International Developed Markets Equity ETF (NUDM) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.98% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.