XMCX.L vs. NU
XMCX.L (Xtrackers FTSE 250 UCITS ETF 1D) is Europe Equities fund tracking the FTSE 250 Ex Investment Trust TR GBP, while NU (Nu Holdings Ltd.) is a stock. Over the past 3 years, XMCX.L returned 6.25%/yr vs 17.51%/yr for NU. At a 0.23 correlation, their price movements are largely independent.
Performance
XMCX.L vs. NU - Performance Comparison
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Different Trading Currencies
XMCX.L is traded in GBp, while NU is traded in USD. To make them comparable, the NU values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, XMCX.L achieves a 3.83% return, which is significantly higher than NU's -27.30% return.
XMCX.L
- 1D
- 0.64%
- 1M
- 3.42%
- YTD
- 3.83%
- 6M
- 6.00%
- 1Y
- 9.84%
- 3Y*
- 6.25%
- 5Y*
- -0.20%
- 10Y*
- 2.36%
NU
- 1D
- 4.12%
- 1M
- -14.17%
- YTD
- -27.30%
- 6M
- -31.81%
- 1Y
- 2.49%
- 3Y*
- 17.51%
- 5Y*
- —
- 10Y*
- —
XMCX.L vs. NU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XMCX.L Xtrackers FTSE 250 UCITS ETF 1D | 3.83% | 8.84% | 3.42% | 3.42% | -20.92% | 1.65% |
NU Nu Holdings Ltd. | -27.30% | 50.07% | 26.54% | 94.44% | -51.45% | -11.31% |
Correlation
The correlation between XMCX.L and NU is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2021 | 0.23 |
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Return for Risk
XMCX.L vs. NU — Risk / Return Rank
XMCX.L
NU
XMCX.L vs. NU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers FTSE 250 UCITS ETF 1D (XMCX.L) and Nu Holdings Ltd. (NU). 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.
| XMCX.L | NU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.05 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 0.07 | +0.76 |
| Martin ratioReturn relative to average drawdown | 2.78 | 0.19 | +2.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XMCX.L | NU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.07 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.06 | +0.16 |
Drawdowns
XMCX.L vs. NU - Drawdown Comparison
The maximum XMCX.L drawdown since its inception was -50.63%, smaller than the maximum NU drawdown of -70.24%. Use the drawdown chart below to compare losses from any high point for XMCX.L and NU.
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Drawdown Indicators
| XMCX.L | NU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -70.24% | +19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -36.16% | +24.21% |
Max Drawdown (3Y)Largest decline over 3 years | -18.45% | -40.06% | +21.61% |
Max Drawdown (5Y)Largest decline over 5 years | -32.61% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.35% | — | — |
Current DrawdownCurrent decline from peak | -7.13% | -33.53% | +26.40% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -28.39% | +17.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 13.26% | -9.71% |
Volatility
XMCX.L vs. NU - Volatility Comparison
The current volatility for Xtrackers FTSE 250 UCITS ETF 1D (XMCX.L) is 3.58%, while Nu Holdings Ltd. (NU) has a volatility of 14.04%. This indicates that XMCX.L experiences smaller price fluctuations and is considered to be less risky than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XMCX.L | NU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 14.04% | -10.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 27.16% | -17.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 37.48% | -25.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 57.29% | -42.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 57.29% | -40.82% |
Dividends
XMCX.L vs. NU - Dividend Comparison
XMCX.L's dividend yield for the trailing twelve months is around 0.04%, while NU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XMCX.L Xtrackers FTSE 250 UCITS ETF 1D | 0.04% | 0.04% | 0.04% | 0.03% | 0.05% | 0.01% | 0.03% | 0.03% | 0.04% | 0.03% | 0.03% | 0.00% |
Frequently Asked Questions
XMCX.L and NU have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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