iShares Russell 2000 ETF (IWM) vs Nu Holdings Ltd. (NU)

Over the past 3 years, NU outperformed IWM — 21.47% vs 15.67% annualized total return (price plus dividends).

A side-by-side comparison of iShares Russell 2000 ETF and Nu Holdings Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 26, 2026. . Differences are shown without an overall score or investment verdict.

Compare

Total returnIWM vs NU

growth of $100 · dividends reinvested · last 5y
IWM +37.0%NU +36.4%IWM compounded faster
50100150Start $10020222023202420252026$137$136
IWM NU

Metrics side by side

Did NU beat IWM?

Over the past 3 years, NU outperformed IWM — 21.47% vs 15.67% annualized total return (price plus dividends).

Total return (annualized)

MetricIWMNU
Total return (1Y)31.62%10.52%
Total return CAGR (3Y)15.67%21.47%
Total return CAGR (5Y)7.14%N/A
Total return CAGR (10Y)10.61%N/A

IWM is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).

Frequently asked

Has NU beaten IWM?
Over the past 3 years, NU outperformed IWM — 21.47% vs 15.67% annualized total return (price plus dividends).

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 26, 2026.