NUDM vs SMIN

Comparison between NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF (NUDM, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).

5-Year PerformanceNUDM has outperformed SMIN, delivering a return of +9.0% compared to +6.5%

NUDM vs SMIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUDM(ETF)	SMIN(ETF)
Net Assets	$698M	$697M
Expense Ratio	0.27%	0.74%
Max Drawdown	35.28%	61.74%
Sharpe Ratio	1.10	-0.54
5Y Beta	0.75	0.54
5Y Dividends CAGR	22.34%	50.29%

Net Assets

Winner

NUDM

$698M

SMIN

$697M

Expense Ratio

Winner

NUDM

0.27%

SMIN

0.74%

Max Drawdown

Winner

NUDM

35.28%

SMIN

61.74%

Sharpe Ratio

Winner

NUDM

1.10

SMIN

-0.54

5Y Beta

NUDM

0.75

Winner

SMIN

0.54

5Y Dividends CAGR

NUDM

22.34%

Winner

SMIN

50.29%

NUDM vs SMIN - Historical Returns

Returns include dividend reinvestment.

Period	NUDM	SMIN
1 month	-0.05%	-1.88%
3 months	+4.97%	+4.92%
6 months	+7.57%	+6.83%
1 year	+21.71%	-8.20%
5 years(CAGR)	+8.98%	+6.54%
10 years(CAGR)	+8.54%	+9.36%
Max(CAGR)	+8.54%	+8.77%

Winner

NUDM

-0.05%

SMIN

-1.88%

Winner

NUDM

+4.97%

SMIN

+4.92%

Winner

NUDM

+7.57%

SMIN

+6.83%

Winner

NUDM

+21.71%

SMIN

-8.20%

5Y(CAGR)

Winner

NUDM

+8.98%

SMIN

+6.54%

10Y(CAGR)

NUDM

+8.54%

Winner

SMIN

+9.36%

Max(CAGR)

NUDM

+8.54%

Winner

SMIN

+8.77%

NUDM vs SMIN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	NUDM	SMIN
2026	+9.24%	-0.77%
2025	+29.43%	-7.27%
2024	+6.75%	+16.26%
2023	+16.47%	+34.13%
2022	-15.68%	-15.79%
2021	+9.92%	+42.02%
2020	+9.57%	+16.25%
2019	+25.05%	-5.00%
2018	-14.87%	-26.02%
2017	+8.40%	+59.40%
2016	N/A	+0.34%
2015	N/A	-1.49%
2014	N/A	+57.98%
2013	N/A	-15.72%
2012	N/A	+1.32%

NUDM vs SMIN Drawdown Comparison

The maximum drawdown for NUDM was -32.01%, occurring on Mar 20, 2020. Recovery took 205 trading sessions.

The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.

The current NUDM drawdown is -1.41%. The current SMIN drawdown is -13.05%.

Rank	NUDM	SMIN
#1	-32.01% Jan 17, 2020 - Nov 9, 2020	-60.49% Jan 12, 2018 - May 27, 2021
#2	-30.11% Nov 8, 2021 - Mar 1, 2024	-44.17% Feb 21, 2012 - May 16, 2014
#3	-22.45% Jan 24, 2018 - Dec 27, 2019	-30.86% Apr 10, 2015 - Sep 22, 2016
#4	-13.47% Mar 7, 2025 - May 2, 2025	-27.54% Sep 23, 2024 - Mar 30, 2026
#5	-12.50% Feb 25, 2026 - Jun 15, 2026	-24.80% Jan 12, 2022 - Aug 31, 2023
#6	-9.64% Sep 26, 2024 - Mar 5, 2025	-16.80% Oct 24, 2016 - Feb 8, 2017
#7	-7.77% Jul 12, 2024 - Aug 21, 2024	-11.50% Dec 3, 2014 - Jan 16, 2015
#8	-6.16% Nov 12, 2025 - Dec 11, 2025	-10.57% Feb 7, 2024 - Apr 23, 2024
#9	-5.93% Sep 3, 2021 - Nov 8, 2021	-10.37% Oct 18, 2021 - Jan 11, 2022
#10	-5.53% Jun 15, 2021 - Aug 13, 2021	-10.06% Jul 8, 2014 - Sep 5, 2014
#11	-5.23% Mar 27, 2024 - May 9, 2024	-9.99% Sep 11, 2014 - Nov 6, 2014
#12	-4.43% Jul 23, 2025 - Aug 12, 2025	-8.88% May 16, 2017 - Jul 14, 2017
#13	-4.09% Jan 21, 2021 - Feb 9, 2021	-8.70% Aug 7, 2017 - Sep 6, 2017
#14	-3.91% Aug 30, 2024 - Sep 19, 2024	-8.59% Sep 19, 2017 - Oct 24, 2017
#15	-3.77% Feb 16, 2021 - Apr 5, 2021	-7.05% Jun 9, 2014 - Jul 2, 2014

Correlation

Correlation between NUDM and SMIN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2012 - 2025)

NUDM vs SMIN dividend yield comparison.

Year	NUDM	SMIN
2025	7.46%	2.01%
2024	3.33%	6.84%
2023	3.14%	0.41%
2022	1.98%	0.01%
2021	4.31%	1.27%
2020	1.47%	1.06%
2019	3.42%	1.75%
2018	2.45%	1.68%
2017	0.47%	0.89%
2016	0.00%	2.30%
2015	0.00%	0.93%
2014	0.00%	0.34%
2013	0.00%	0.75%
2012	0.00%	1.08%