MSFT.NEO vs. NVDA
MSFT.NEO (Microsoft Corp CDR) and NVDA (NVIDIA Corporation) are both stocks. Both are in the Technology sector — MSFT.NEO in Software - Infrastructure, NVDA in Semiconductors. Over the past 3 years, MSFT.NEO returned 7.46%/yr vs 76.83%/yr for NVDA. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
MSFT.NEO vs. NVDA - Performance Comparison
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Different Trading Currencies
MSFT.NEO is traded in CAD, while NVDA is traded in USD. To make them comparable, the NVDA values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MSFT.NEO achieves a -11.93% return, which is significantly lower than NVDA's 11.84% return.
MSFT.NEO
- 1D
- 0.13%
- 1M
- 3.49%
- YTD
- -11.93%
- 6M
- -12.03%
- 1Y
- -9.88%
- 3Y*
- 7.46%
- 5Y*
- —
- 10Y*
- —
NVDA
- 1D
- -6.01%
- 1M
- 1.01%
- YTD
- 11.84%
- 6M
- 13.58%
- 1Y
- 49.55%
- 3Y*
- 76.83%
- 5Y*
- 68.35%
- 10Y*
- 69.66%
MSFT.NEO vs. NVDA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | -11.93% | 12.97% | 11.57% | 56.83% | -29.06% | 16.15% |
NVDA NVIDIA Corporation | 11.84% | 32.54% | 194.55% | 231.55% | -46.72% | 44.52% |
Correlation
The correlation between MSFT.NEO and NVDA is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.56 |
Over the past year, the correlation between MSFT.NEO and NVDA has dropped to 0.34 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
Fundamentals
MSFT.NEO:
CA$224.03B
NVDA:
$5.00T
MSFT.NEO:
CA$14.11
NVDA:
$6.53
MSFT.NEO:
2.14
NVDA:
31.43
MSFT.NEO:
0.76
NVDA:
19.79
MSFT.NEO:
0.62
NVDA:
25.59
MSFT.NEO:
CA$293.81B
NVDA:
$253.49B
MSFT.NEO:
CA$202.04B
NVDA:
$187.95B
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Return for Risk
MSFT.NEO vs. NVDA — Risk / Return Rank
MSFT.NEO
NVDA
MSFT.NEO vs. NVDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) and NVIDIA Corporation (NVDA). 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.
| MSFT.NEO | NVDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.80 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.25 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 2.38 | -2.65 |
| Martin ratioReturn relative to average drawdown | -0.55 | 5.40 | -5.95 |
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
| MSFT.NEO | NVDA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.36 | 1.43 | -1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.36 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 1.14 | -0.84 |
Drawdowns
MSFT.NEO vs. NVDA - Drawdown Comparison
The maximum MSFT.NEO drawdown since its inception was -37.84%, smaller than the maximum NVDA drawdown of -63.31%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and NVDA.
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Drawdown Indicators
| MSFT.NEO | NVDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.84% | -63.31% | +25.47% |
Max Drawdown (1Y)Largest decline over 1 year | -34.33% | -20.91% | -13.42% |
Max Drawdown (3Y)Largest decline over 3 years | -34.33% | -37.37% | +3.04% |
Max Drawdown (5Y)Largest decline over 5 years | — | -63.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.31% | — |
Current DrawdownCurrent decline from peak | -21.69% | -11.51% | -10.18% |
Average DrawdownAverage peak-to-trough decline | -12.29% | -19.41% | +7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.49% | 9.21% | +7.28% |
Volatility
MSFT.NEO vs. NVDA - Volatility Comparison
The current volatility for Microsoft Corp CDR (MSFT.NEO) is 10.20%, while NVIDIA Corporation (NVDA) has a volatility of 13.07%. This indicates that MSFT.NEO experiences smaller price fluctuations and is considered to be less risky than NVDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSFT.NEO | NVDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.20% | 13.07% | -2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 22.47% | 26.31% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.13% | 34.81% | -9.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.23% | 50.53% | -23.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.23% | 48.84% | -21.61% |
Dividends
MSFT.NEO vs. NVDA - Dividend Comparison
MSFT.NEO's dividend yield for the trailing twelve months is around 1.15%, more than NVDA's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | 1.15% | 0.99% | 1.01% | 1.01% | 1.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA NVIDIA Corporation | 0.14% | 0.02% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% |
Financials
MSFT.NEO vs. NVDA - Financials Comparison
This section allows you to compare key financial metrics between Microsoft Corp CDR and NVIDIA Corporation. 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
MSFT.NEO vs. NVDA - Profitability Comparison
MSFT.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a gross profit of 53.63B and revenue of 77.67B. Therefore, the gross margin over that period was 69.1%.
NVDA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NVIDIA Corporation reported a gross profit of 61.16B and revenue of 81.62B. Therefore, the gross margin over that period was 74.9%.
MSFT.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported an operating income of 37.96B and revenue of 77.67B, resulting in an operating margin of 48.9%.
NVDA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NVIDIA Corporation reported an operating income of 53.54B and revenue of 81.62B, resulting in an operating margin of 65.6%.
MSFT.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a net income of 27.75B and revenue of 77.67B, resulting in a net margin of 35.7%.
NVDA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NVIDIA Corporation reported a net income of 58.32B and revenue of 81.62B, resulting in a net margin of 71.5%.
Frequently Asked Questions
MSFT.NEO and NVDA have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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