NU vs. CSPX.L
Compare and contrast key facts about Nu Holdings Ltd. (NU) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
CSPX.L is a passively managed fund by Blackrock Financial Management that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NU or CSPX.L.
Key characteristics
| NU | CSPX.L | |
|---|---|---|
| YTD Return | 32.65% | 6.83% |
| 1Y Return | 118.81% | 25.92% |
| Sharpe Ratio | 3.45 | 2.26 |
| Daily Std Dev | 35.84% | 11.45% |
| Max Drawdown | -72.07% | -33.90% |
| Current Drawdown | -9.80% | -3.00% |
Correlation
The correlation between NU and CSPX.L is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NU vs. CSPX.L - Performance Comparison
In the year-to-date period, NU achieves a 32.65% return, which is significantly higher than CSPX.L's 6.83% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NU vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L). 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.
Dividends
NU vs. CSPX.L - Dividend Comparison
Neither NU nor CSPX.L has paid dividends to shareholders.
Drawdowns
NU vs. CSPX.L - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for NU and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
NU vs. CSPX.L - Volatility Comparison
Nu Holdings Ltd. (NU) has a higher volatility of 6.79% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) at 3.90%. This indicates that NU's price experiences larger fluctuations and is considered to be riskier than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.