NUDM vs VOO

Quick Verdict

VOO has a lower expense ratio. NUDM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: NUDMMore Diversified: VOO

Side-by-Side Comparison

MetricNUDMVOOWinner
Expense Ratio0.27%0.03%
AUM$694M$979.0B
Dividend Yield5.06%1.09%
Holdings153509
YTD Return+13.75%+13.72%
1Y Return+23.13%+21.63%
3Y Return (annualized)+18.85%+21.55%
5Y Return (annualized)+9.28%+13.26%
Volatility (annualized)16.0%14.1%
Max Drawdown-32.0%-34.3%
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
InceptionJun 6, 2017Sep 7, 2010

NUDM vs VOO Performance

Nuveen ESG International Developed Markets Equity ETF (NUDM) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NUDM returned +23.13% while VOO returned +21.63%. Year to date, NUDM is up 13.75% versus a gain of 13.72% for VOO.

Over three years, NUDM compounded at +18.85% per year against +21.55% for VOO; over five years the annualized figures are +9.28% and +13.26% respectively. Across the full 9-year window we track, VOO has the edge at +13.56% annualized vs +8.95%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NUDM has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -32.0% for NUDM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NUDM charges 0.27% per year while VOO charges 0.03%. On a $10,000 position that is $27 vs $3 annually, a gap of $24 per year that compounds over a long holding period. On income, NUDM currently yields 5.06% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

NUDM and VOO share 0 holdings out of 654 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NUDM or VOO?

NUDM has an expense ratio of 0.27% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, NUDM or VOO?

Over the past year NUDM returned +23.13% vs +21.63% for VOO, so NUDM leads on 1-year performance. Over the longest common window we track (9 years), NUDM annualized +8.95% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, NUDM or VOO?

NUDM has been the more volatile fund at 16.0% annualized versus 14.1% for VOO. Worst drawdown: NUDM -32.0% vs VOO -34.3%.

Should I hold both NUDM and VOO?

NUDM and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NUDM and VOO?

NUDM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 654 unique securities.

Which pays a higher dividend, NUDM or VOO?

NUDM yields 5.06% while VOO yields 1.09%, so NUDM currently pays the higher dividend yield.

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