Compare · 2 funds side by side · dividends reinvested

NUDM and IEFA

NUDMNuveen×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,228IEFA · best of the two

02 / 04

NUDM and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.34%+11.9%+15.8%+20.6%+8.8%−11.5%16.0%$189B1.3

Nuveen ESG International Developed Markets EquityInternational · Developed0.27%6.73%+10.9%+13.7%+20.8%+8.6%−12.5%16.7%$892M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: NUDM 2017 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG International Developed Markets Equity · $892M$15,109

NUDM

IEFA

iShares Core MSCI EAFE ETF · $189B$15,228

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

NUDMMeasureIEFA

+10.9%Year to dateJan 1 → Nov 4+11.9%

+13.7%1 yearTotal return+15.8%

+20.8%3 years · per year$10,000 became $17,622 · $17,523+20.6%

+8.6%5 years · per year$10,000 became $15,109 · $15,228+8.8%

0.27%Expense ratio$27 · $7 a year on $10k · lower is better0.07%

6.73%Trailing 12-mo yield$673 · $334 a year on $10k3.34%

−12.5%Worst dropSmaller is better−11.5%

16.7%VolatilityLower is calmer16.0%

NUDMIEFA Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IEFA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUDM vs IEFA: Top 5 Holdings

Today

NUDM

13.3%in top 5

IEFA

in top 57.3%

NUDMStockIEFA

4.0%ASML.AS2.4%

2.6%NOVN.SW1.2%

2.3%SAP.DEnot top 5

2.3%SIE.DEnot top 5

2.1%ALV.DEnot top 5

not top 5ROP.SW1.3%

not top 5SHEL.L1.2%

not top 5HSBA.L1.2%

Held in common26.8%

End-of-day Nov 4, 2026 · share of each fund

NUDM vs IEFA Returns, Every Period

NuveenNUDM

+8.6%

5 years, per year

IEFAiShares

+8.8%

5 years, per year

NUDMIEFAFaded: behind in that period

1–3IEFA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NUDM vs IEFA

YTD

NuveenNUDM

+10.9%

IEFAiShares

+11.9%

+10.9%Year to date+11.9%

−12.5%Worst drop · 1Y−11.5%

16.7%Volatility · 1Y16.0%

6.7%Yield3.3%

$892MAssets$189B

3–1IEFA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUDM, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

NUDM0.27%$27

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NUDM, IEFA

6.73%highest, NUDM

FundTrailing yieldYield$10k

NUDM6.73%$673

IEFA3.34%$334

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$646most kept, NUDM

NUDM$673 − $27 = $646

IEFA$334 − $7 = $327

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NUDM, IEFA

Today

26.8%most shared, NUDM and IEFA

NUDMIEFA

NUDM—26.8%

IEFA26.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%IEFA, at 16.0% volatility

IEFAWorst drop−11.5%16.0% vol

NUDMWorst drop−12.5%16.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NUDMIEFA

+10.9%Year to date+11.9%

6.7%Yield3.3%

+13.7%Past year+15.8%

0.27%Fee0.07%

3–1IEFA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$189B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026