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NUEM vs SPY

Comparison between NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NUEM, delivering a return of +13.3% compared to +4.2%

NUEM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUEM
$371M
Winner
SPY
$735B
Expense Ratio
NUEM
0.36%
Winner
SPY
0.09%
Max Drawdown
Winner
NUEM
40.93%
SPY
56.47%
Sharpe Ratio
NUEM
1.37
Winner
SPY
1.62
5Y Beta
Winner
NUEM
0.81
SPY
1.00
P/E Ratio
NUEM
N/A
SPY
28.99
Forward P/E
NUEM
N/A
SPY
22.37
5Y Dividends CAGR
Winner
NUEM
13.82%
SPY
5.43%
5Y EPS CAGR
NUEM
N/A
SPY
26.05%
Debt to Equity
NUEM
N/A
SPY
32.40%
P/S Ratio
NUEM
N/A
SPY
3.74
P/B Ratio
NUEM
N/A
SPY
5.61

NUEM vs SPY - Holdings Comparison

NUEM and SPY have 1 common holdings. Overlap is -0.16%

NUEM's top 25 holdings weight is 54.46%. SPY's top 25 holdings weight is 52.37%.

RankNUEMSPY
#1
n/a (n/a) - 16.01%
NVIDIA CORP (NVDA) - 8.10%
#2
DELTA ELECTRONICS INC (n/a) - 3.38%
APPLE INC (AAPL) - 7.02%
#3
SK SQUARE (n/a) - 2.97%
MICROSOFT CORP (MSFT) - 4.79%
#4
UNITED MICROELECTRONICS CORP (n/a) - 2.82%
AMAZON.COM INC (AMZN) - 4.02%
#5
TENCENT HOLDINGS LTD (n/a) - 2.71%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ASIA VITAL COMPONENTS CO LTD (n/a) - 2.22%
BROADCOM INC (AVGO) - 3.10%
#7
SAMSUNG SDI CO LTD (n/a) - 2.12%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.02%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
n/a (n/a) - 1.58%
TESLA INC (TSLA) - 1.89%
#10
LENOVO GROUP LTD (n/a) - 1.54%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS A (n/a) - 1.46%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
HDFC BANK LTD (n/a) - 1.29%
ELI LILLY AND CO (LLY) - 1.31%
#13
NETEASE INC ORDINARY SHARES (n/a) - 1.27%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
LITE-ON TECHNOLOGY CORP (n/a) - 1.23%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
B3 SA BRASIL BOLSA BALCAO (n/a) - 1.22%
EXXON MOBIL CORP (XOM) - 0.97%
#16
LS ELECTRIC CO LTD (n/a) - 1.17%
INTEL CORP (INTC) - 0.90%
#17
SAUDI ARABIAN MINING CO (n/a) - 1.17%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.15%
VISA INC CLASS A (V) - 0.85%
#19
DOOSAN ENERBILITY CO LTD (n/a) - 1.14%
WALMART INC (WMT) - 0.81%
#20
CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.13%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
MAHINDRA & MAHINDRA LTD (n/a) - 1.09%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CELLTRION INC (n/a) - 0.99%
CATERPILLAR INC (CAT) - 0.66%
#23
HCL TECHNOLOGIES LTD (n/a) - 0.94%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
KB FINANCIAL GROUP INC (n/a) - 0.93%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NAVER CORP (n/a) - 0.91%
ABBVIE INC (ABBV) - 0.58%
Total Holdings172505

NUEM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NUEM
-3.76%
Winner
SPY
+1.90%
3M
Winner
NUEM
+9.30%
SPY
+8.55%
6M
Winner
NUEM
+13.20%
SPY
+8.18%
1Y
Winner
NUEM
+31.79%
SPY
+25.79%
5Y(CAGR)
NUEM
+4.15%
Winner
SPY
+13.32%
10Y(CAGR)
NUEM
+7.51%
Winner
SPY
+15.19%
Max(CAGR)
NUEM
+7.51%
Winner
SPY
+8.47%

NUEM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUEMSPY
2026+9.72%+8.26%
2025+27.43%+18.00%
2024+11.06%+25.59%
2023+7.59%+26.72%
2022-20.03%-18.64%
2021-2.11%+30.52%
2020+22.57%+17.28%
2019+16.19%+31.09%
2018-18.67%-5.24%
2017+18.50%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NUEM vs SPY Drawdown Comparison

The maximum drawdown for NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NUEM drawdown is -6.98%. The current SPY drawdown is -2.90%.

RankNUEMSPY
#1-39.48%
Feb 17, 2021 - Sep 11, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.45%
Jan 25, 2018 - Nov 4, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.56%
Feb 25, 2026 - Apr 17, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.98%
Jun 2, 2026 - Jun 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.57%
May 8, 2026 - May 29, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.33%
Jan 25, 2021 - Feb 9, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.81%
Oct 29, 2025 - Jan 2, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.23%
Oct 8, 2025 - Oct 15, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.17%
Nov 21, 2017 - Dec 22, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.77%
Jan 28, 2026 - Feb 11, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.82%
Sep 18, 2017 - Oct 5, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.61%
Nov 27, 2020 - Dec 3, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.50%
Nov 9, 2020 - Nov 20, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.99%
Dec 17, 2020 - Dec 29, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.95%
Aug 7, 2017 - Aug 22, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NUEM and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

NUEM vs SPY dividend yield comparison.

YearNUEMSPY
20260.00%0.24%
20253.58%1.07%
20241.95%1.21%
20232.37%1.40%
20221.90%1.65%
20212.45%1.20%
20201.26%1.52%
20191.98%1.75%
20182.05%2.04%
20170.62%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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