NUDM - ETF AI Analysis

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Nuveen ESG International Developed Markets Equity ETF (NUDM)

Rating:64Neutral

Price Target:―

NUDM, the Nuveen ESG International Developed Markets Equity ETF, earns a solid overall rating thanks to several high-quality holdings like Novartis, ASML, and major Japanese financial groups, which show strong financial performance, reasonable valuations, and in some cases attractive dividend yields and positive momentum. The rating is held back somewhat by holdings such as Allianz and Unilever, where bearish or weak technical trends and valuation concerns introduce more short-term risk. The main risk factor is that many top positions share similar issues around overbought or mixed technical signals, which could increase volatility even though the underlying businesses are generally strong.

Positive Factors

Leading ESG International Focus

The fund targets developed markets outside the U.S. with an ESG (environmental, social, and governance) screen, appealing to investors who want responsible exposure to international stocks.

Broad Country and Sector Diversification

Holdings are spread across many countries like Japan, the UK, and several European markets and across multiple sectors, which helps reduce the impact of weakness in any single region or industry.

Solid Performance from Key Holdings

Several of the largest positions, such as ASML and major Japanese financial groups, have shown strong gains this year, supporting the ETF’s overall results.

Negative Factors

Recent Short-Term Weakness

Despite being up for the year, the ETF has seen a weak three-month stretch, which may signal near-term volatility or cooling momentum.

Concentration in Financials

With a large share of assets in financial stocks, the fund is more exposed to risks tied to interest rates, banking conditions, and financial regulation.

Mixed Results Among Top Holdings

Some major positions, including SAP, Allianz, Unilever, and Sony, have lagged recently, which could drag on performance if these stocks do not recover.

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

AUM679.25M

RegionDeveloped Markets

Expense Ratio0.28%

Beta0.77

IssuerNuveen

Inception DateJun 06, 2017

Dividend Yield6.92%

Asset ClassEquity

Index TrackedMSCI Nuveen ESG International DM

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume59,012

30 Day Avg. Volume76,393

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

44.03

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering155

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NUDM Summary

NUDM is an ETF that tracks the MSCI Nuveen ESG International Developed Markets index, investing in companies from countries like Japan, the UK, and Europe that meet environmental, social, and governance (ESG) standards. It holds well-known names such as ASML, Novartis, Sony, and Unilever, and spreads money across many sectors including financials, industrials, health care, and technology. Someone might invest in NUDM for 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 swings.

How much will it cost me?The Nuveen ESG International Developed Markets Equity ETF (NUDM) has an expense ratio of 0.28%, which means you’ll pay $2.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to follow ESG principles and select investments that meet specific sustainability criteria.

What would affect this ETF?The Nuveen ESG International Developed Markets Equity ETF (NUDM) could benefit from the growing global interest in sustainable investing and the strong performance of its top holdings in sectors like technology and healthcare, which are often resilient during economic growth. However, potential risks include economic slowdowns in developed markets outside North America, regulatory changes affecting ESG-focused investments, or sector-specific challenges, such as volatility in financials or consumer cyclical industries. Investors should also consider how currency fluctuations might impact returns, given its international focus.

NUDM Top 10 Holdings

NUDM leans heavily on international financials and industrials, with Japan and Europe doing much of the heavy lifting. ASML is the clear engine of the fund right now, rising strongly and giving the portfolio a tech-powered boost. Japanese banks like Sumitomo Mitsui and Mizuho are also climbing, helping the financial sleeve pull its weight. On the softer side, SAP and Sony have been losing steam, while Unilever has been more of a steady but uninspiring passenger. Overall, it’s a developed-markets ex-North America story with a tilt toward ESG-friendly blue chips.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	4.23%	$28.68M	€475.49B	74.46%	76 Outperform
NOVN	Novartis AG	2.82%	$19.11M	CHF242.43B	28.84%	80 Outperform
8316	Sumitomo Mitsui Financial Group	2.22%	$15.07M	¥22.61T	54.61%	77 Outperform
SIE	Siemens	2.12%	$14.39M	€191.01B	9.25%	74 Outperform
8411	Mizuho Financial Group	2.10%	$14.22M	¥17.48T	62.97%	77 Outperform
ALV	Allianz	1.88%	$12.73M	€141.06B	18.22%	67 Neutral
6503	Mitsubishi Electric	1.87%	$12.67M	¥11.82T	120.26%	72 Outperform
SAP	SAP SE	1.83%	$12.45M	€197.41B	-36.18%	66 Neutral
6301	Komatsu Ltd.	1.76%	$11.96M	¥6.86T	62.52%	68 Neutral
ULVR	Unilever	1.76%	$11.94M	£116.19B	8.76%	72 Outperform

NUDM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

37.40

Positive

100DMA

36.35

Positive

200DMA

34.70

Positive

Market Momentum

MACD

0.59

Positive

RSI

67.27

Neutral

STOCH

63.94

Neutral

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 undefined is equal to the 20-day moving average (MA) of 38.62, equal to the 50-day MA of 37.40, and equal to the 200-day MA of 34.70, indicating a bullish trend. The MACD of 0.59 indicates Positive momentum. The RSI at 67.27 is Neutral, neither overbought nor oversold. The STOCH value of 63.94 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NUDM	―	―	$679.25M	0.28%	―
GSID	―	―	$959.36M	0.20%	―
IQDG	―	―	$756.36M	0.42%	―
DMXF	―	―	$697.97M	0.12%	―
DWM	―	―	$688.95M	0.48%	―
EFAX	―	―	$505.92M	0.20%	―

Performance Comparison

NUDM

Nuveen ESG International Developed Markets Equity ETF

39.46

9.62

32.24%

GSID

Goldman Sachs MarketBeta International Equity ETF

―

IQDG

WisdomTree International Quality Dividend Growth Fund

―

DMXF

iShares ESG Advanced MSCI EAFE ETF

―

DWM

WisdomTree International Equity Fund

―

EFAX

SPDR MSCI EAFE Fossil Fuel Free ETF

―

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.Date of analysis: ―

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