Compare Nu Holdings Ltd (NU) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Nu Holdings Ltd vs VanEck Semiconductor ETF — how do they compare? Nu Holdings Ltd trades at $15.98 (market cap $74.30B), while VanEck Semiconductor ETF trades at $603.68 (market cap $73.92B). The key difference: Nu Holdings Ltd and VanEck Semiconductor ETF are close in size by market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, Nu Holdings Ltd nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nu Holdings Ltd for 53 Days and VanEck Semiconductor ETF for 101 Days on average.
| NU | SMH | |
|---|---|---|
Market Cap | $74.30B | $73.92B |
Volume | 80,294,805 | 11,050,892 |
Sector | Financials | — |
52-Week High | $18.76 | $668.91 |
52-Week Low | $11.60 | $325.10 |
Typical Hold Time | 53 Days | 101 Days |
Enterprise Value | $96.91B | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
NU Holdings (NU) trades at $15.92, up 2.18% with bullish technical signals from moving averages. The company demonstrates strong fundamental momentum with revenue growing from $3.0B in 2022 to $10.6B in 2025 and net income reaching $2.9B. Recent news highlights acquisition speculation around Monzo and Goldman Sachs' bullish stance, though the stock remains volatile amid mixed earnings performance with two misses and one beat in recent quarters.
The outlook remains positive with 56.5% analyst buy ratings and a $16.53 consensus target, though risks include credit concentration (85% customer concentration in Brazil) and rising delinquencies. The stock trades near resistance at $16 with RSI at 91 suggesting overbought conditions, requiring careful entry timing despite strong growth fundamentals.
SMH (VanEck Semiconductor ETF) trades at $603.00, down 3.52% on the day, while maintaining a bullish technical signal with strong moving average support. The ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming individual semiconductor leaders like Nvidia. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities, and positive semiconductor market outlooks from major financial institutions.
The semiconductor sector shows strong momentum with Bank of America projecting the global chip market to nearly double by 2030. However, concentration risk in top holdings and potential rotation to equal-weight alternatives present challenges. The ETF's 12% pullback from recent highs offers entry opportunity, though investors should monitor sector rotation trends and geopolitical trade dynamics affecting semiconductor supply chains.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Nu Holdings Ltd
Nu Holdings Ltd is engaged in providing digital banking services. It offers several financial services such as Credit cards, Personal Account, Investments, Personal Loans, Insurance, Mobile payments, Business Account, and Rewards.
Read more on NU →About VanEck Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →
