NBIS vs. IWM
NBIS (Nebius Group N.V.) is a stock, while IWM (iShares Russell 2000 ETF) is Small Cap Blend Equities fund tracking the Russell 2000 Index. Over the past year, NBIS returned 314.21% vs 35.31% for IWM. At a 0.43 correlation, their price movements are largely independent.
Performance
NBIS vs. IWM - Performance Comparison
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Returns By Period
In the year-to-date period, NBIS achieves a 159.15% return, which is significantly higher than IWM's 20.97% return.
NBIS
- 1D
- 18.78%
- 1M
- -24.34%
- 6M
- 118.47%
- YTD
- 159.15%
- 1Y
- 314.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 301.22%
IWM
- 1D
- 1.45%
- 1M
- 0.32%
- 6M
- 13.40%
- YTD
- 20.97%
- 1Y
- 35.31%
- 3Y*
- 16.47%
- 5Y*
- 7.63%
- 10Y*
- 10.81%
- ALL TIME*
- 8.82%
NBIS vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
NBIS Nebius Group N.V. | 159.15% | 202.18% | 46.25% |
IWM iShares Russell 2000 ETF | 20.97% | 12.66% | -1.99% |
Correlation
The correlation between NBIS and IWM is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2024 | 0.43 |
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Return for Risk
NBIS vs. IWM — Risk / Return Rank
NBIS
IWM
NBIS vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nebius Group N.V. (NBIS) and iShares Russell 2000 ETF (IWM). 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.
| NBIS | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.31 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 6.96 | 3.22 | +3.75 |
| Martin ratioReturn relative to average drawdown | 15.13 | 11.33 | +3.80 |
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Drawdowns
NBIS vs. IWM - Drawdown Comparison
The maximum NBIS drawdown since its inception was -58.27%, roughly equal to the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for NBIS and IWM.
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Drawdown Indicators
| NBIS | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.27% | -59.05% | +0.78% |
Max Drawdown (1Y)Largest decline over 1 year | -45.47% | -11.03% | -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 | -24.34% | -1.30% | -23.04% |
Average DrawdownAverage peak-to-trough decline | -18.91% | -10.72% | -8.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.88% | 3.12% | +17.76% |
Volatility
NBIS vs. IWM - Volatility Comparison
Nebius Group N.V. (NBIS) has a higher volatility of 37.73% compared to iShares Russell 2000 ETF (IWM) at 3.36%. This indicates that NBIS's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBIS | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 37.73% | 3.36% | +34.37% |
Volatility (6M)Calculated over the trailing 6-month period | 77.62% | 14.23% | +63.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 108.22% | 19.38% | +88.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 111.13% | 22.49% | +88.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 111.13% | 23.01% | +88.12% |
Dividends
NBIS vs. IWM - Dividend Comparison
NBIS has not paid dividends to shareholders, while IWM's dividend yield for the trailing twelve months is around 0.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 0.90% | 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
NBIS and IWM have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBIS has higher volatility (37.73%) compared to IWM (3.36%). In terms of maximum drawdown, NBIS dropped -58.27% vs IWM's -59.05%.
NBIS currently has the higher Sharpe Ratio (2.93 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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