NU vs. IUIT.L
NU (Nu Holdings Ltd.) is a stock, while IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) is Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Over the past 3 years, NU returned 17.37%/yr vs 31.45%/yr for IUIT.L. At a 0.29 correlation, their price movements are largely independent.
Performance
NU vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, NU achieves a -27.18% return, which is significantly lower than IUIT.L's 17.28% return.
NU
- 1D
- 0.83%
- 1M
- -5.72%
- YTD
- -27.18%
- 6M
- -27.87%
- 1Y
- 2.44%
- 3Y*
- 17.37%
- 5Y*
- —
- 10Y*
- —
IUIT.L
- 1D
- 2.98%
- 1M
- 0.18%
- YTD
- 17.28%
- 6M
- 18.91%
- 1Y
- 43.37%
- 3Y*
- 31.45%
- 5Y*
- 22.66%
- 10Y*
- 26.03%
NU vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | -27.18% | 61.58% | 24.37% | 104.67% | -56.61% | -16.62% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.28% | 22.93% | 38.51% | 59.45% | -29.15% | 1.22% |
Correlation
The correlation between NU and IUIT.L is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.29 |
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Return for Risk
NU vs. IUIT.L — Risk / Return Rank
NU
IUIT.L
NU vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.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.
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.
| NU | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.33 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | 2.48 | -2.44 |
| Martin ratioReturn relative to average drawdown | 0.10 | 7.17 | -7.06 |
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Drawdowns
NU vs. IUIT.L - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for NU and IUIT.L.
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Drawdown Indicators
| NU | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.07% | -33.46% | -38.61% |
Max Drawdown (1Y)Largest decline over 1 year | -38.17% | -17.03% | -21.14% |
Max Drawdown (3Y)Largest decline over 3 years | -39.58% | -26.40% | -13.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -35.02% | -7.68% | -27.34% |
Average DrawdownAverage peak-to-trough decline | -29.77% | -5.90% | -23.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.36% | 5.91% | +9.45% |
Volatility
NU vs. IUIT.L - Volatility Comparison
Nu Holdings Ltd. (NU) has a higher volatility of 14.80% compared to iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) at 8.88%. This indicates that NU's price experiences larger fluctuations and is considered to be riskier than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NU | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.80% | 8.88% | +5.92% |
Volatility (6M)Calculated over the trailing 6-month period | 28.91% | 16.62% | +12.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.77% | 21.07% | +17.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.48% | 23.74% | +34.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.48% | 22.26% | +36.22% |
Dividends
NU vs. IUIT.L - Dividend Comparison
Neither NU nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
NU and IUIT.L have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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