NELS vs CARZ
Comparison between Nelson Select ETF (NELS, ETF) and FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF).
NELS vs CARZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NELS
$54M
Winner
CARZ
$54M
Expense Ratio
NELS
1.69%
Winner
CARZ
0.70%
Max Drawdown
Winner
NELS
9.30%
CARZ
53.93%
Sharpe Ratio
NELS
1.07
Winner
CARZ
2.41
5Y Beta
Winner
NELS
1.06
CARZ
1.45
P/E Ratio
Winner
NELS
28.30
CARZ
208.63
Forward P/E
Winner
NELS
23.41
CARZ
24.53
PEG Ratio
NELS
0.61
Winner
CARZ
0.16
5Y Dividends CAGR
NELS
N/A
CARZ
34.06%
5Y EPS CAGR
Winner
NELS
25.52%
CARZ
22.83%
P/S Ratio
NELS
3.71
Winner
CARZ
2.86
P/B Ratio
Winner
NELS
6.07
CARZ
6.99
NELS vs CARZ - Holdings Comparison
NELS and CARZ have 12 common holdings. Overlap is 21.36%
NELS's top 25 holdings weight is 58.49%. CARZ's top 25 holdings weight is 68.03%.
| Rank | NELS | CARZ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.84% | MICRON TECHNOLOGY INC (MU) - 8.10% |
| #2 | APPLE INC (AAPL) - 6.55% | ADVANCED MICRO DEVICES INC (AMD) - 7.07% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.96% | INTEL CORP (INTC) - 5.61% |
| #4 | AMAZON.COM INC (AMZN) - 4.27% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.55% |
| #5 | MICROSOFT CORP (MSFT) - 3.69% | TESLA INC (TSLA) - 3.94% |
| #6 | BROADCOM INC (AVGO) - 3.22% | n/a (TSM) - 3.92% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.32% | NVIDIA CORP (NVDA) - 3.89% |
| #8 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.17% | APPLE INC (AAPL) - 3.88% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.85% | MICROSOFT CORP (MSFT) - 3.80% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% | ALPHABET INC CLASS A (GOOGL) - 3.65% |
| #11 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.66% | TEXAS INSTRUMENTS INC (TXN) - 2.27% |
| #12 | n/a (DELL) - 1.47% | QUALCOMM INC (QCOM) - 2.08% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.41% | MARVELL TECHNOLOGY INC (MRVL) - 2.05% |
| #14 | STATE STREET CORP (STT) - 1.38% | ANALOG DEVICES INC (ADI) - 1.67% |
| #15 | n/a (TSM) - 1.38% | MAXLINEAR INC (MXL) - 1.60% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.37% | SCHNEIDER ELECTRIC SE (n/a) - 1.52% |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.35% | TOYOTA MOTOR CORP (n/a) - 1.29% |
| #18 | HALLIBURTON CO (HAL) - 1.33% | INFINEON TECHNOLOGIES AG (n/a) - 1.08% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.29% | AMS-OSRAM AG (n/a) - 0.78% |
| #20 | NETFLIX INC (NFLX) - 1.28% | AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 0.76% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.23% | CUMMINS INC (CMI) - 0.75% |
| #22 | ELI LILLY AND CO (LLY) - 1.21% | STMICROELECTRONICS NV ADR (STM) - 0.72% |
| #23 | THE WALT DISNEY CO (DIS) - 1.20% | SYNAPTICS INC (SYNA) - 0.70% |
| #24 | ANALOG DEVICES INC (ADI) - 1.18% | AURORA INNOVATION INC CLASS A (AUR) - 0.68% |
| #25 | COLGATE-PALMOLIVE CO (CL) - 1.16% | ON SEMICONDUCTOR CORP (ON) - 0.67% |
| Total Holdings | 74 | 106 |
NELS vs CARZ - Historical Returns
Returns include dividend reinvestment.
1M
NELS
+2.16%
Winner
CARZ
+2.86%
3M
NELS
+11.96%
Winner
CARZ
+41.40%
6M
NELS
+11.08%
Winner
CARZ
+51.17%
1Y
NELS
N/A
CARZ
+97.73%
5Y(CAGR)
NELS
N/A
CARZ
+15.32%
10Y(CAGR)
NELS
N/A
CARZ
+16.29%
Max(CAGR)
Winner
NELS
+20.20%
CARZ
+11.16%
NELS vs CARZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | NELS | CARZ |
|---|---|---|
| 2026 | +9.87% | +44.63% |
| 2025 | +2.42% | +38.39% |
| 2024 | N/A | +6.21% |
| 2023 | N/A | +43.01% |
| 2022 | N/A | -32.84% |
| 2021 | N/A | +17.65% |
| 2020 | N/A | +52.44% |
| 2019 | N/A | +12.28% |
| 2018 | N/A | -24.52% |
| 2017 | N/A | +23.29% |
| 2016 | N/A | +0.23% |
| 2015 | N/A | -0.33% |
| 2014 | N/A | -2.57% |
| 2013 | N/A | +35.73% |
| 2012 | N/A | +25.00% |
| 2011 | N/A | -24.17% |
NELS vs CARZ Drawdown Comparison
The maximum drawdown for NELS was -9.30%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.
The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.
The current NELS drawdown is -2.27%. The current CARZ drawdown is -5.86%.
| Rank | NELS | CARZ |
|---|---|---|
| #1 | -9.30% Feb 25, 2026 - Apr 16, 2026 | -51.18% Jan 23, 2018 - Nov 5, 2020 |
| #2 | -5.09% Nov 12, 2025 - Dec 23, 2025 | -40.33% Nov 4, 2021 - Jul 2, 2025 |
| #3 | -4.05% Jun 2, 2026 - Jun 10, 2026 | -33.03% Jul 7, 2011 - Mar 11, 2013 |
| #4 | -3.16% Jan 12, 2026 - Feb 25, 2026 | -31.17% Apr 27, 2015 - Sep 19, 2017 |
| #5 | -2.39% May 14, 2026 - May 26, 2026 | -16.13% Jul 3, 2014 - Apr 10, 2015 |
| #6 | -1.84% Oct 29, 2025 - Nov 12, 2025 | -14.44% Feb 25, 2026 - Apr 13, 2026 |
| #7 | -1.27% Dec 24, 2025 - Jan 6, 2026 | -12.15% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -1.15% Apr 27, 2026 - Apr 30, 2026 | -10.94% May 21, 2013 - Jul 12, 2013 |
| #9 | -1.08% May 6, 2026 - May 13, 2026 | -10.49% Oct 29, 2025 - Dec 10, 2025 |
| #10 | -0.79% Oct 20, 2025 - Oct 23, 2025 | -9.92% Jun 4, 2021 - Oct 22, 2021 |
| #11 | -0.74% Oct 15, 2025 - Oct 20, 2025 | -9.89% Apr 5, 2021 - Jun 1, 2021 |
| #12 | -0.72% Jan 6, 2026 - Jan 12, 2026 | -8.51% Jan 22, 2014 - Mar 6, 2014 |
| #13 | -0.51% Apr 17, 2026 - Apr 22, 2026 | -8.12% Feb 9, 2021 - Apr 5, 2021 |
| #14 | -0.39% May 1, 2026 - May 5, 2026 | -7.14% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -0.25% Apr 22, 2026 - Apr 24, 2026 | -6.94% Mar 31, 2014 - Jun 26, 2014 |
Correlation
Correlation between NELS and CARZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Select Stocks to Compare
Popular: NELS vs SPYCARZ vs SPY
More Comparisons
Compare with similar stocks