NUDM - ETF AI Analysis

Top Page

Nuveen ESG International Developed Markets Equity ETF (NUDM)

Rating:64Neutral

Price Target:$42.00▲(5.90% Upside)

NUDM, the Nuveen ESG International Developed Markets Equity ETF, earns a solid overall rating thanks to several strong, diversified holdings like Novartis, ASML, and major Japanese financial groups, which combine robust profitability, reasonable valuations, and generally positive price trends. The fund’s score is held back somewhat by names such as SAP, Allianz, and Commonwealth Bank of Australia, where bearish momentum, valuation concerns, and leverage or cash flow issues introduce more risk. The main risk factor is its meaningful exposure to large financial and industrial companies, where market downturns or sector-specific stress could weigh on the ETF’s performance.

Positive Factors

Strong Leading HoldingASML, the fund’s largest position, has shown strong performance this year, helping support overall returns.

Broad International DiversificationThe ETF spreads its investments across many developed countries like Japan, the UK, Germany, and others, reducing reliance on any single market.

Moderate Expense RatioThe fund’s expense ratio is relatively moderate for an actively screened ESG international ETF, helping investors keep more of their returns.

Negative Factors

Recent Short-Term WeaknessThe ETF has shown weak performance over the last month and three months, which may signal near-term volatility or pressure on its holdings.

Mixed Performance Among Top HoldingsWhile several major positions have been strong, some key holdings like National Australia Bank and Sony have been lagging, which can drag on the fund’s results.

Limited U.S. ExposureThe fund has only a small allocation to U.S. stocks, so investors heavily tied to the U.S. market may find it less aligned with their home-market exposure.

NUDM vs. SPDR S&P 500 ETF (SPY)

AUM: 898.20M
Region: Developed Markets
Expense Ratio: 0.27%
Beta: 0.83
Issuer: Nuveen
Inception Date: Jun 06, 2017
Dividend Yield: 6.81%
Asset Class: Equity
Index Tracked: MSCI Nuveen ESG International DM

NUDM Summary

NUDM is an ETF that follows the MSCI Nuveen ESG International Developed Markets index, focusing on companies in countries like Japan, the UK, and Germany that meet environmental, social, and governance (ESG) standards. It holds a wide mix of industries, including financials, industrials, and technology, with well-known names such as ASML and Sony. Someone might invest in NUDM to get broad, international diversification while supporting more sustainable businesses. A key risk is that international stock prices can go up and down with global markets and currency changes, so your investment value may fluctuate.

How much will it cost me?

This ETF has an expense ratio of 0.27%, which means you’ll pay about $2.70 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because it’s passively tracking an ESG-focused index, which requires more specialized screening of companies.

What would affect this ETF?

This ETF could benefit if developed markets outside North America grow steadily, interest rates stabilize or fall, and demand for ESG-friendly companies and sectors like technology, health care, and industrials continues to rise, supporting holdings such as ASML, Novartis, SAP, and Siemens. On the downside, higher global interest rates, weakness in international financial stocks like Allianz and major Japanese and Australian banks, or regulatory changes that hurt ESG strategies or European and Asian markets could weigh on future performance.

NUDM Top 10 Holdings

NUDM leans heavily on international heavyweights, with Dutch chip-equipment maker ASML acting as a key engine for long-term gains even after some recent wobbling. European blue chips like Novartis and SAP have been rising, giving the fund a steady backbone in health care and software. On the flip side, National Australia Bank has been lagging, and Japanese banks like Mizuho and Sumitomo Mitsui show more mixed, stop‑and‑go momentum. Overall, the ETF is tilted toward non‑U.S. developed markets, with a noticeable cluster in financials and industrials.

NUDM top ten holdings
Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NL:ASML	ASML Holding NV	3.94%	$35.28M	EUR 519.88B	58.28%	76Outperform
CH:NOVN	Novartis AG	2.59%	$23.21M	CHF 246.17B	27.54%	80Outperform
DE:SAP	SAP SE	2.28%	$20.41M	EUR 245.13B	-2.81%	66Neutral
DE:SIE	Siemens	2.27%	$20.34M	EUR 206.99B	11.96%	74Outperform
DE:ALV	Allianz	2.19%	$19.62M	EUR 172.63B	29.14%	67Neutral
AU:CBA	Commonwealth Bank of Australia	1.98%	$17.74M	AUD 282.52B	2.17%	64Neutral
JP:8316	Sumitomo Mitsui Financial Group	1.99%	$17.78M	JPY 24.46T	56.84%	77Outperform
ES:IBE	Iberdrola	1.82%	$16.31M	EUR 151.61B	30.89%	67Neutral
JP:6758	Sony	1.75%	$15.70M	JPY 25.11T	-7.08%	73Outperform
DE:BAYN	Bayer	1.72%	$15.36M	EUR 56.08B	106.93%	54Neutral

NUDM Technical Analysis

Technical Analysis SentimentPositive

Last Price39.66

Price Trends

50DMA39.72Negative

100DMA40.10Negative

200DMA39.13Positive

Market Momentum

MACD-0.02Negative

RSI52.29Neutral

STOCH47.06Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDM, the sentiment is Positive. The current price of 39.66 is above the 20-day moving average (MA) of 39.27, below the 50-day MA of 39.72, and above the 200-day MA of 39.13, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 52.29 is Neutral, neither overbought nor oversold. The STOCH value of 47.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUDM.

NUDM Peer Comparison

Comparison Results

NUDM against its peer funds
Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NUDM	$39.66	$42.00(5.90% Upside)	$898.20M	0.27%	64Neutral
GSID	$75.35	$89.39(18.63% Upside)	$994.97M	0.20%	66Neutral
IQDG	$42.96	$51.31(19.45% Upside)	$691.01M	0.42%	67Neutral
DWM	$74.13	$85.42(15.23% Upside)	$658.19M	0.48%	64Neutral
EFAX	$53.92	$64.30(19.25% Upside)	$486.94M	0.20%	66Neutral
JPIN	$74.57	$93.59(25.50% Upside)	$387.87M	0.37%	60Neutral

Performance Comparison

NUDM and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
NUDM	Nuveen ESG International Developed Markets Equity ETF	39.66	4.12	11.59%
GSID	Goldman Sachs MarketBeta International Equity ETF	75.35	9.10	13.74%
IQDG	WisdomTree International Quality Dividend Growth Fund	42.96	3.51	8.90%
DWM	WisdomTree International Equity Fund	74.13	8.72	13.33%
EFAX	SPDR MSCI EAFE Fossil Fuel Free ETF	53.92	5.36	11.04%
JPIN	J.P. Morgan Diversified Return International Equity ETF	74.57	9.43	14.47%

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.