NU vs. VOO
Compare and contrast key facts about Nu Holdings Ltd. (NU) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NU or VOO.
Key characteristics
| NU | VOO | |
|---|---|---|
| YTD Return | 32.65% | 7.31% |
| 1Y Return | 118.81% | 25.21% |
| Sharpe Ratio | 3.45 | 2.36 |
| Daily Std Dev | 35.84% | 11.75% |
| Max Drawdown | -72.07% | -33.99% |
| Current Drawdown | -9.80% | -2.94% |
Correlation
The correlation between NU and VOO is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NU vs. VOO - Performance Comparison
In the year-to-date period, NU achieves a 32.65% return, which is significantly higher than VOO's 7.31% 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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
NU has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NU vs. VOO - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NU and VOO. For additional features, visit the drawdowns tool.
Volatility
NU vs. VOO - Volatility Comparison
Nu Holdings Ltd. (NU) has a higher volatility of 6.79% compared to Vanguard S&P 500 ETF (VOO) at 3.60%. This indicates that NU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.