BT-A.L vs. NU
BT-A.L (BT Group plc) and NU (Nu Holdings Ltd.) are both stocks. BT-A.L operates in Telecom Services (Communication Services), while NU operates in Banks - Diversified (Financial Services). Over the past 3 years, BT-A.L returned 20.67%/yr vs 15.00%/yr for NU. At a 0.01 correlation, their price movements are largely independent.
Performance
BT-A.L vs. NU - Performance Comparison
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Different Trading Currencies
BT-A.L is traded in GBp, while NU is traded in USD. To make them comparable, the NU values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BT-A.L achieves a 13.83% return, which is significantly higher than NU's -26.81% return.
BT-A.L
- 1D
- 1.65%
- 1M
- -7.51%
- YTD
- 13.83%
- 6M
- 17.66%
- 1Y
- 18.58%
- 3Y*
- 20.67%
- 5Y*
- 6.64%
- 10Y*
- -1.67%
NU
- 1D
- 0.92%
- 1M
- -0.61%
- YTD
- -26.81%
- 6M
- -28.05%
- 1Y
- 3.71%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
BT-A.L vs. NU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BT-A.L BT Group plc | 13.83% | 33.10% | 23.69% | 17.70% | -30.23% | 0.02% |
NU Nu Holdings Ltd. | -26.81% | 50.07% | 26.54% | 94.44% | -51.45% | -18.56% |
Correlation
The correlation between BT-A.L and NU is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.01 |
Fundamentals
BT-A.L:
£20.36B
NU:
$17.54B
BT-A.L:
£9.54B
NU:
$7.67B
BT-A.L:
£7.36B
NU:
$4.14B
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Return for Risk
BT-A.L vs. NU — Risk / Return Rank
BT-A.L
NU
BT-A.L vs. NU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BT Group plc (BT-A.L) and Nu Holdings Ltd. (NU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BT-A.L | NU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.05 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.09 | +0.81 |
| Martin ratioReturn relative to average drawdown | 1.70 | 0.22 | +1.48 |
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Drawdowns
BT-A.L vs. NU - Drawdown Comparison
The maximum BT-A.L drawdown since its inception was -75.45%, which is greater than NU's maximum drawdown of -70.24%. Use the drawdown chart below to compare losses from any high point for BT-A.L and NU.
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Drawdown Indicators
| BT-A.L | NU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.45% | -70.24% | -5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -19.61% | -36.16% | +16.55% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -40.06% | +16.32% |
Max Drawdown (5Y)Largest decline over 5 years | -43.18% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -71.80% | — | — |
Current DrawdownCurrent decline from peak | -32.44% | -33.08% | +0.64% |
Average DrawdownAverage peak-to-trough decline | -36.99% | -28.40% | -8.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.36% | 14.27% | -3.91% |
Volatility
BT-A.L vs. NU - Volatility Comparison
The current volatility for BT Group plc (BT-A.L) is 9.89%, while Nu Holdings Ltd. (NU) has a volatility of 14.39%. This indicates that BT-A.L experiences smaller price fluctuations and is considered to be less risky than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BT-A.L | NU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 14.39% | -4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 20.93% | 27.16% | -6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.53% | 37.33% | -10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.74% | 57.32% | -27.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.01% | 57.32% | -26.31% |
Dividends
BT-A.L vs. NU - Dividend Comparison
BT-A.L's dividend yield for the trailing twelve months is around 3.92%, while NU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BT-A.L BT Group plc | 3.92% | 4.46% | 5.62% | 6.23% | 6.87% | 1.36% | 0.00% | 8.00% | 6.37% | 5.67% | 3.94% | 2.73% |
NU Nu Holdings Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BT-A.L vs. NU - Financials Comparison
This section allows you to compare key financial metrics between BT Group plc and Nu Holdings Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BT-A.L and NU have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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