NUDM - ETF AI Analysis

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Nuveen ESG International Developed Markets Equity ETF (NUDM)

Rating:64Neutral

Price Target:―

The Nuveen ESG International Developed Markets Equity ETF (NUDM) has a solid overall rating, reflecting its strong mix of holdings. Leading contributors include Novartis AG, which benefits from robust profitability, growth in key products, and bullish momentum, and ASML Holding NV, which adds value through strong revenue and profit growth despite its high valuation. However, weaker technical signals from holdings like SAP SE and Allianz may have slightly tempered the fund's score. A key risk factor is the ETF's exposure to developed markets, which could limit diversification opportunities.

Positive Factors

Strong Top Holdings

Several of the largest positions, such as ASML Holding NV and Sony, have delivered strong year-to-date performance, supporting the ETF's overall returns.

Global Diversification

The ETF invests across multiple developed markets, including Japan, the UK, and France, reducing exposure to risks in any single country.

Reasonable Expense Ratio

With a low expense ratio of 0.28%, this ETF is cost-efficient compared to many actively managed funds.

Negative Factors

Underperforming Holdings

Some top holdings, such as SAP SE, have shown weak year-to-date performance, which could drag on overall returns.

Sector Concentration in Financials

The ETF has nearly a quarter of its portfolio in the financial sector, making it vulnerable to downturns in that industry.

Limited U.S. Exposure

With only 7.72% of its portfolio in U.S. companies, the ETF may miss out on opportunities in the world's largest economy.

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

AUM636.99M

RegionDeveloped Markets

Expense Ratio0.28%

Beta0.76

IssuerNuveen

Inception DateJun 06, 2017

Dividend Yield2.57%

Asset ClassEquity

Index TrackedMSCI Nuveen ESG International DM

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume30,886

30 Day Avg. Volume36,462

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

43.00

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering152

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NUDM Summary

The Nuveen ESG International Developed Markets Equity ETF (NUDM) is a fund that invests in companies across developed international markets while focusing on environmental, social, and governance (ESG) principles. It includes well-known companies like Sony and Novartis, offering exposure to industries such as financials, technology, and healthcare. This ETF is ideal for investors seeking global diversification and a sustainable investment approach. However, new investors should be aware that its performance can fluctuate with international market conditions, which may impact returns.

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

The Nuveen ESG International Developed Markets Equity ETF (NUDM) leans heavily on financials and industrials, which together make up nearly 40% of the fund’s weight. Banco Santander is rising steadily, buoying performance with strong earnings and strategic initiatives, while Allianz offers stability despite bearish technical signals. On the tech front, ASML Holding is a mixed bag, showing long-term strength but losing steam recently. Meanwhile, SAP is lagging, dragging on returns with bearish momentum. Overall, the fund’s developed markets focus provides global exposure, but its sector tilt means performance hinges on financial and industrial heavyweights.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	3.39%	$21.73M	€353.45B	35.81%	76 Outperform
NOVN	Novartis AG	2.52%	$16.17M	CHF200.79B	21.86%	80 Outperform
SAP	SAP SE	2.40%	$15.36M	€242.99B	-12.57%	66 Neutral
SIE	Siemens	2.24%	$14.34M	€185.66B	25.47%	74 Outperform
ALV	Allianz	2.06%	$13.21M	€144.06B	26.92%	67 Neutral
8316	Sumitomo Mitsui Financial Group	2.06%	$13.20M	¥19.13T	28.07%	77 Outperform
6758	Sony	1.90%	$12.15M	¥25.55T	20.91%	73 Outperform
8411	Mizuho Financial Group	1.85%	$11.88M	¥14.22T	42.29%	77 Outperform
ULVR	Unilever	1.71%	$10.98M	£105.45B	-7.94%	72 Outperform
6503	Mitsubishi Electric	1.67%	$10.67M	¥10.07T	55.82%	72 Outperform

NUDM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

38.06

Positive

100DMA

37.39

Positive

200DMA

35.46

Positive

Market Momentum

MACD

0.25

Negative

RSI

63.15

Neutral

STOCH

84.66

Negative

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 37.92, equal to the 50-day MA of 38.06, and equal to the 200-day MA of 35.46, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 63.15 is Neutral, neither overbought nor oversold. The STOCH value of 84.66 is Negative, 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	―	―	$636.99M	0.28%	―
JHMD	―	―	$994.30M	0.39%	―
QEFA	―	―	$960.57M	0.30%	―
GSID	―	―	$957.15M	0.20%	―
IQDG	―	―	$749.60M	0.42%	―
DMXF	―	―	$668.14M	0.12%	―

Performance Comparison

NUDM

Nuveen ESG International Developed Markets Equity ETF

38.96

7.97

25.72%

JHMD

John Hancock Multifactor Developed International ETF

―

QEFA

SPDR MSCI EAFE StrategicFactors ETF

―

GSID

Goldman Sachs MarketBeta International Equity ETF

―

IQDG

WisdomTree International Quality Dividend Growth Fund

―

DMXF

iShares ESG Advanced MSCI EAFE 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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