NUEM vs IAK
Comparison between NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed NUEM, delivering a return of +12.5% compared to +4.2%
NUEM vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUEM
$371M
IAK
$371M
Expense Ratio
Winner
NUEM
0.36%
IAK
0.38%
Max Drawdown
Winner
NUEM
40.93%
IAK
78.02%
Sharpe Ratio
Winner
NUEM
1.37
IAK
-0.07
5Y Beta
NUEM
0.81
Winner
IAK
0.47
P/E Ratio
NUEM
N/A
IAK
10.36
Forward P/E
NUEM
N/A
IAK
10.43
5Y Dividends CAGR
NUEM
13.82%
Winner
IAK
25.27%
5Y EPS CAGR
NUEM
N/A
IAK
17.51%
Debt to Equity
NUEM
N/A
IAK
13.84%
P/S Ratio
NUEM
N/A
IAK
1.18
P/B Ratio
NUEM
N/A
IAK
1.69
NUEM vs IAK - Holdings Comparison
NUEM and IAK have 1 common holdings. Overlap is -0.16%
NUEM's top 25 holdings weight is 54.46%. IAK's top 25 holdings weight is 90.24%.
| Rank | NUEM | IAK |
|---|---|---|
| #1 | n/a (n/a) - 16.01% | CHUBB LTD (CB) - 13.24% |
| #2 | DELTA ELECTRONICS INC (n/a) - 3.38% | PROGRESSIVE CORP (PGR) - 13.18% |
| #3 | SK SQUARE (n/a) - 2.97% | THE TRAVELERS COMPANIES INC (TRV) - 7.29% |
| #4 | UNITED MICROELECTRONICS CORP (n/a) - 2.82% | ALLSTATE CORP (ALL) - 6.34% |
| #5 | TENCENT HOLDINGS LTD (n/a) - 2.71% | METLIFE INC (MET) - 5.01% |
| #6 | ASIA VITAL COMPONENTS CO LTD (n/a) - 2.22% | AFLAC INC (AFL) - 4.67% |
| #7 | SAMSUNG SDI CO LTD (n/a) - 2.12% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.35% |
| #8 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.02% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.32% |
| #9 | n/a (n/a) - 1.58% | PRUDENTIAL FINANCIAL INC (PRU) - 4.09% |
| #10 | LENOVO GROUP LTD (n/a) - 1.54% | ARCH CAPITAL GROUP LTD (ACGL) - 3.92% |
| #11 | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 1.46% | CINCINNATI FINANCIAL CORP (CINF) - 2.99% |
| #12 | HDFC BANK LTD (n/a) - 1.29% | MARKEL GROUP INC (MKL) - 2.69% |
| #13 | NETEASE INC ORDINARY SHARES (n/a) - 1.27% | WR BERKLEY CORP (WRB) - 2.34% |
| #14 | LITE-ON TECHNOLOGY CORP (n/a) - 1.23% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.32% |
| #15 | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.22% | LOEWS CORP (L) - 2.09% |
| #16 | LS ELECTRIC CO LTD (n/a) - 1.17% | ASSURANT INC (AIZ) - 1.48% |
| #17 | SAUDI ARABIAN MINING CO (n/a) - 1.17% | UNUM GROUP (UNM) - 1.44% |
| #18 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.15% | GLOBE LIFE INC (GL) - 1.43% |
| #19 | DOOSAN ENERBILITY CO LTD (n/a) - 1.14% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.42% |
| #20 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.13% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.08% |
| #21 | MAHINDRA & MAHINDRA LTD (n/a) - 1.09% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.04% |
| #22 | CELLTRION INC (n/a) - 0.99% | PRIMERICA INC (PRI) - 1.02% |
| #23 | HCL TECHNOLOGIES LTD (n/a) - 0.94% | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.87% |
| #24 | KB FINANCIAL GROUP INC (n/a) - 0.93% | KINSALE CAPITAL GROUP INC (KNSL) - 0.82% |
| #25 | NAVER CORP (n/a) - 0.91% | THE HANOVER INSURANCE GROUP INC (THG) - 0.80% |
| Total Holdings | 172 | 60 |
NUEM vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
NUEM
-3.76%
Winner
IAK
+1.69%
3M
Winner
NUEM
+9.30%
IAK
+0.38%
6M
Winner
NUEM
+13.20%
IAK
+3.38%
1Y
Winner
NUEM
+31.79%
IAK
+1.67%
5Y(CAGR)
NUEM
+4.15%
Winner
IAK
+12.48%
10Y(CAGR)
NUEM
+7.51%
Winner
IAK
+12.11%
Max(CAGR)
Winner
NUEM
+7.51%
IAK
+6.90%
NUEM vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | NUEM | IAK |
|---|---|---|
| 2026 | +9.72% | +0.46% |
| 2025 | +27.43% | +10.18% |
| 2024 | +11.06% | +26.86% |
| 2023 | +7.59% | +11.32% |
| 2022 | -20.03% | +11.43% |
| 2021 | -2.11% | +29.77% |
| 2020 | +22.57% | -3.63% |
| 2019 | +16.19% | +26.33% |
| 2018 | -18.67% | -10.35% |
| 2017 | +18.50% | +13.97% |
| 2016 | N/A | +21.48% |
| 2015 | N/A | +4.29% |
| 2014 | N/A | +8.92% |
| 2013 | N/A | +41.70% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -9.14% |
| 2010 | N/A | +18.03% |
| 2009 | N/A | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
NUEM vs IAK Drawdown Comparison
The maximum drawdown for NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current NUEM drawdown is -6.98%. The current IAK drawdown is -1.68%.
| Rank | NUEM | IAK |
|---|---|---|
| #1 | -39.48% Feb 17, 2021 - Sep 11, 2025 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -38.45% Jan 25, 2018 - Nov 4, 2020 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -11.56% Feb 25, 2026 - Apr 17, 2026 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -6.98% Jun 2, 2026 - Jun 5, 2026 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -6.57% May 8, 2026 - May 29, 2026 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -6.33% Jan 25, 2021 - Feb 9, 2021 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -4.81% Oct 29, 2025 - Jan 2, 2026 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -4.23% Oct 8, 2025 - Oct 15, 2025 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -4.17% Nov 21, 2017 - Dec 22, 2017 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -3.77% Jan 28, 2026 - Feb 11, 2026 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -2.82% Sep 18, 2017 - Oct 5, 2017 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -2.61% Nov 27, 2020 - Dec 3, 2020 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -2.50% Nov 9, 2020 - Nov 20, 2020 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -1.99% Dec 17, 2020 - Dec 29, 2020 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -1.95% Aug 7, 2017 - Aug 22, 2017 | -7.62% Dec 15, 2025 - Mar 27, 2026 |
Correlation
Correlation between NUEM and IAK is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2006 - 2026)
NUEM vs IAK dividend yield comparison.
| Year | NUEM | IAK |
|---|---|---|
| 2026 | 0.00% | 1.49% |
| 2025 | 3.58% | 1.69% |
| 2024 | 1.95% | 1.49% |
| 2023 | 2.37% | 1.44% |
| 2022 | 1.90% | 1.69% |
| 2021 | 2.45% | 2.26% |
| 2020 | 1.26% | 2.07% |
| 2019 | 1.98% | 1.84% |
| 2018 | 2.05% | 2.33% |
| 2017 | 0.62% | 1.62% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 1.62% |
| 2014 | 0.00% | 1.57% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.00% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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