NU vs. SOFI

In the year-to-date period, NU achieves a 15.93% return, which is significantly higher than SOFI's -16.36% return.

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This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and SoFi Technologies, Inc. (SOFI). 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.

The current NU Sharpe Ratio is 0.21, which is lower than the SOFI Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of NU and SOFI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither NU nor SOFI has paid dividends to shareholders.

The maximum NU drawdown since its inception was -72.07%, smaller than the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for NU and SOFI. For additional features, visit the drawdowns tool.

The current volatility for Nu Holdings Ltd. (NU) is 17.67%, while SoFi Technologies, Inc. (SOFI) has a volatility of 31.28%. This indicates that NU experiences smaller price fluctuations and is considered to be less risky than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Nu Holdings Ltd. and SoFi Technologies, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.