NUDM vs EES
Comparison between NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF (NUDM, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceNUDM has outperformed EES, delivering a return of +9.1% compared to +7.9%
NUDM vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUDM
$686M
EES
$686M
Expense Ratio
Winner
NUDM
0.27%
EES
0.38%
Max Drawdown
Winner
NUDM
35.28%
EES
64.55%
Sharpe Ratio
NUDM
1.21
Winner
EES
1.55
5Y Beta
Winner
NUDM
0.74
EES
0.95
P/E Ratio
NUDM
N/A
EES
19.29
Forward P/E
NUDM
N/A
EES
11.98
5Y Dividends CAGR
Winner
NUDM
22.34%
EES
13.87%
5Y EPS CAGR
NUDM
N/A
EES
11.41%
Debt to Equity
NUDM
N/A
EES
210.53%
NUDM vs EES - Holdings Comparison
NUDM and EES have 1 common holdings. Overlap is 0.00%
NUDM's top 25 holdings weight is 45.12%. EES's top 25 holdings weight is 13.84%.
| Rank | NUDM | EES |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 4.69% | n/a (VG) - 1.54% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.49% | ORGANON & CO ORDINARY SHARES (OGN) - 0.86% |
| #3 | SIEMENS AG (n/a) - 2.28% | MATSON INC (MATX) - 0.76% |
| #4 | SOFTBANK GROUP CORP (n/a) - 2.11% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.71% |
| #5 | TOKYO ELECTRON LTD (n/a) - 2.05% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.69% |
| #6 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 2.00% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.67% |
| #7 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.95% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.66% |
| #8 | ABB LTD (n/a) - 1.93% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.65% |
| #9 | ALLIANZ SE (n/a) - 1.93% | UNITI GROUP INC (UNIT) - 0.62% |
| #10 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.89% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.56% |
| #11 | SAP SE (n/a) - 1.66% | STRIDE INC (LRN) - 0.55% |
| #12 | IBERDROLA SA (n/a) - 1.65% | RINGCENTRAL INC CLASS A (RNG) - 0.53% |
| #13 | PANASONIC HOLDINGS CORP (n/a) - 1.63% | CABOT CORP (CBT) - 0.52% |
| #14 | INTESA SANPAOLO (n/a) - 1.63% | HARLEY-DAVIDSON INC (HOG) - 0.52% |
| #15 | NATIONAL AUSTRALIA BANK LTD (n/a) - 1.57% | THE WESTERN UNION CO (WU) - 0.44% |
| #16 | GENERALI (n/a) - 1.54% | NORTHERN OIL & GAS INC (NOG) - 0.44% |
| #17 | MITSUBISHI ELECTRIC CORP (n/a) - 1.45% | FULTON FINANCIAL CORP (FULT) - 0.41% |
| #18 | SONY GROUP CORP (n/a) - 1.44% | n/a (ASO) - 0.41% |
| #19 | DANONE SA (n/a) - 1.42% | n/a (HG) - 0.41% |
| #20 | 3I GROUP ORD (n/a) - 1.35% | COVISTA INC (CVSA) - 0.40% |
| #21 | GSK PLC (n/a) - 1.35% | THE CHEESECAKE FACTORY INC (CAKE) - 0.30% |
| #22 | BAYER AG (n/a) - 1.32% | INTEGER HOLDINGS CORP (ITGR) - 0.30% |
| #23 | UNILEVER PLC (n/a) - 1.31% | AVIENT CORP (AVNT) - 0.30% |
| #24 | NESTLE SA (n/a) - 1.24% | AXCELIS TECHNOLOGIES INC (ACLS) - 0.30% |
| #25 | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 1.24% | ENERGIZER HOLDINGS INC (ENR) - 0.29% |
| Total Holdings | 152 | 848 |
NUDM vs EES - Historical Returns
Returns include dividend reinvestment.
1M
NUDM
+4.59%
Winner
EES
+5.05%
3M
NUDM
+10.50%
Winner
EES
+15.56%
6M
NUDM
+10.99%
Winner
EES
+13.35%
1Y
NUDM
+24.53%
Winner
EES
+33.63%
5Y(CAGR)
Winner
NUDM
+9.06%
EES
+7.94%
10Y(CAGR)
NUDM
+8.61%
Winner
EES
+11.29%
Max(CAGR)
NUDM
+8.61%
Winner
EES
+10.13%
NUDM vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NUDM | EES |
|---|---|---|
| 2026 | +9.11% | +15.87% |
| 2025 | +29.43% | +7.56% |
| 2024 | +6.75% | +10.65% |
| 2023 | +16.47% | +18.38% |
| 2022 | -15.68% | -17.08% |
| 2021 | +9.92% | +35.62% |
| 2020 | +9.57% | +3.35% |
| 2019 | +25.05% | +19.53% |
| 2018 | -14.87% | -10.99% |
| 2017 | +8.40% | +11.87% |
| 2016 | N/A | +36.09% |
| 2015 | N/A | -3.72% |
| 2014 | N/A | +5.72% |
| 2013 | N/A | +43.84% |
| 2012 | N/A | +17.91% |
| 2011 | N/A | -0.92% |
| 2010 | N/A | +26.70% |
| 2009 | N/A | +46.07% |
| 2008 | N/A | -28.20% |
| 2007 | N/A | -13.69% |
NUDM vs EES Drawdown Comparison
The maximum drawdown for NUDM was -32.01%, occurring on Mar 20, 2020. Recovery took 205 trading sessions.
The maximum drawdown for EES was -61.92%, occurring on Mar 9, 2009. Recovery took 697 trading sessions.
The current EES drawdown is -1.16%.
| Rank | NUDM | EES |
|---|---|---|
| #1 | -32.01% Jan 17, 2020 - Nov 9, 2020 | -61.92% Jul 9, 2007 - Apr 14, 2010 |
| #2 | -30.11% Nov 8, 2021 - Mar 1, 2024 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -22.45% Jan 24, 2018 - Dec 27, 2019 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -13.47% Mar 7, 2025 - May 2, 2025 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #5 | -12.50% Feb 25, 2026 - Jun 15, 2026 | -25.61% Jul 7, 2011 - Feb 1, 2012 |
| #6 | -9.64% Sep 26, 2024 - Mar 5, 2025 | -23.81% Jun 23, 2015 - Aug 19, 2016 |
| #7 | -7.77% Jul 12, 2024 - Aug 21, 2024 | -18.86% Apr 29, 2010 - Nov 2, 2010 |
| #8 | -6.16% Nov 12, 2025 - Dec 11, 2025 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -5.93% Sep 3, 2021 - Nov 8, 2021 | -11.92% Jul 3, 2014 - Dec 23, 2014 |
| #10 | -5.53% Jun 15, 2021 - Aug 13, 2021 | -10.71% Sep 14, 2012 - Dec 24, 2012 |
| #11 | -5.23% Mar 27, 2024 - May 9, 2024 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #12 | -4.43% Jul 23, 2025 - Aug 12, 2025 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #13 | -4.09% Jan 21, 2021 - Feb 9, 2021 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #14 | -3.91% Aug 30, 2024 - Sep 19, 2024 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #15 | -3.77% Feb 16, 2021 - Apr 5, 2021 | -8.15% Mar 12, 2021 - May 7, 2021 |
Correlation
Correlation between NUDM and EES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
NUDM vs EES dividend yield comparison.
| Year | NUDM | EES |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 7.46% | 1.29% |
| 2024 | 3.33% | 1.37% |
| 2023 | 3.14% | 1.18% |
| 2022 | 1.98% | 1.12% |
| 2021 | 4.31% | 1.69% |
| 2020 | 1.47% | 1.29% |
| 2019 | 3.42% | 1.31% |
| 2018 | 2.45% | 1.81% |
| 2017 | 0.47% | 0.93% |
| 2016 | 0.00% | 3.07% |
| 2015 | 0.00% | 4.13% |
| 2014 | 0.00% | 2.98% |
| 2013 | 0.00% | 2.34% |
| 2012 | 0.00% | 6.25% |
| 2011 | 0.00% | 3.88% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 1.61% |
| 2008 | 0.00% | 6.51% |
| 2007 | 0.00% | 2.74% |
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