IWM vs. NBIS
IWM (iShares Russell 2000 ETF) is Small Cap Blend Equities fund tracking the Russell 2000 Index, while NBIS (Nebius Group N.V.) is a stock. Over the past year, IWM returned 35.52% vs 351.53% for NBIS. At a 0.44 correlation, their price movements are largely independent.
Performance
IWM vs. NBIS - Performance Comparison
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Returns By Period
In the year-to-date period, IWM achieves a 15.62% return, which is significantly lower than NBIS's 160.44% return.
IWM
- 1D
- 0.87%
- 1M
- -0.02%
- YTD
- 15.62%
- 6M
- 13.83%
- 1Y
- 35.52%
- 3Y*
- 16.64%
- 5Y*
- 5.48%
- 10Y*
- 10.78%
NBIS
- 1D
- -4.31%
- 1M
- 23.13%
- YTD
- 160.44%
- 6M
- 117.28%
- 1Y
- 351.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM vs. NBIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IWM iShares Russell 2000 ETF | 15.62% | 12.66% | -1.79% |
NBIS Nebius Group N.V. | 160.44% | 202.18% | 46.25% |
Correlation
The correlation between IWM and NBIS is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2024 | 0.44 |
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Return for Risk
IWM vs. NBIS — Risk / Return Rank
IWM
NBIS
IWM vs. NBIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 ETF (IWM) and Nebius Group N.V. (NBIS). 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.
| IWM | NBIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.41 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 7.79 | -4.56 |
| Martin ratioReturn relative to average drawdown | 11.44 | 17.86 | -6.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWM | NBIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 3.39 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 3.19 | -2.82 |
Drawdowns
IWM vs. NBIS - Drawdown Comparison
The maximum IWM drawdown since its inception was -59.05%, roughly equal to the maximum NBIS drawdown of -58.27%. Use the drawdown chart below to compare losses from any high point for IWM and NBIS.
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Drawdown Indicators
| IWM | NBIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -58.27% | -0.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.03% | -45.47% | +34.44% |
Max Drawdown (3Y)Largest decline over 3 years | -27.50% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -31.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.13% | — | — |
Current DrawdownCurrent decline from peak | -2.71% | -17.58% | +14.87% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -19.02% | +8.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 19.79% | -16.68% |
Volatility
IWM vs. NBIS - Volatility Comparison
The current volatility for iShares Russell 2000 ETF (IWM) is 6.52%, while Nebius Group N.V. (NBIS) has a volatility of 33.60%. This indicates that IWM experiences smaller price fluctuations and is considered to be less risky than NBIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWM | NBIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 33.60% | -27.08% |
Volatility (6M)Calculated over the trailing 6-month period | 14.00% | 71.53% | -57.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.53% | 104.78% | -85.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 110.72% | -88.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.07% | 110.72% | -87.65% |
Dividends
IWM vs. NBIS - Dividend Comparison
IWM's dividend yield for the trailing twelve months is around 0.89%, while NBIS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 0.89% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
NBIS Nebius Group N.V. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IWM and NBIS have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBIS has higher volatility (33.60%) compared to IWM (6.52%). In terms of maximum drawdown, IWM dropped -59.05% vs NBIS's -58.27%.
NBIS currently has the higher Sharpe Ratio (3.39 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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