NELS vs OARK
Comparison between Nelson Select ETF (NELS, ETF) and YIELDMAX(R) INNOVATION OPTION INCOME STRATEGY ETF (OARK, ETF).
NELS vs OARK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NELS vs OARK - Holdings Comparison
NELS and OARK have 0 common holdings. Overlap is 0.00%
NELS's top 25 holdings weight is 58.49%. OARK's top 25 holdings weight is 3.34%.
| Rank | NELS | OARK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.84% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.34% |
| #2 | APPLE INC (AAPL) - 6.55% | N/A |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.96% | N/A |
| #4 | AMAZON.COM INC (AMZN) - 4.27% | N/A |
| #5 | MICROSOFT CORP (MSFT) - 3.69% | N/A |
| #6 | BROADCOM INC (AVGO) - 3.22% | N/A |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.32% | N/A |
| #8 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.17% | N/A |
| #9 | META PLATFORMS INC CLASS A (META) - 1.85% | N/A |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% | N/A |
| #11 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.66% | N/A |
| #12 | n/a (DELL) - 1.47% | N/A |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.41% | N/A |
| #14 | STATE STREET CORP (STT) - 1.38% | N/A |
| #15 | n/a (TSM) - 1.38% | N/A |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.37% | N/A |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.35% | N/A |
| #18 | HALLIBURTON CO (HAL) - 1.33% | N/A |
| #19 | LAM RESEARCH CORP (LRCX) - 1.29% | N/A |
| #20 | NETFLIX INC (NFLX) - 1.28% | N/A |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.23% | N/A |
| #22 | ELI LILLY AND CO (LLY) - 1.21% | N/A |
| #23 | THE WALT DISNEY CO (DIS) - 1.20% | N/A |
| #24 | ANALOG DEVICES INC (ADI) - 1.18% | N/A |
| #25 | COLGATE-PALMOLIVE CO (CL) - 1.16% | N/A |
| Total Holdings | 74 | 1 |
NELS vs OARK - Historical Returns
Returns include dividend reinvestment.
NELS vs OARK - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | NELS | OARK |
|---|---|---|
| 2026 | +9.87% | +1.72% |
| 2025 | +2.42% | +20.16% |
| 2024 | N/A | +11.10% |
| 2023 | N/A | +23.15% |
| 2022 | N/A | -9.11% |
NELS vs OARK Drawdown Comparison
The maximum drawdown for NELS was -9.30%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.
The maximum drawdown for OARK was -35.40%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The current NELS drawdown is -2.27%. The current OARK drawdown is -9.22%.
| Rank | NELS | OARK |
|---|---|---|
| #1 | -9.30% Feb 25, 2026 - Apr 16, 2026 | -35.40% Feb 14, 2025 - Jul 9, 2025 |
| #2 | -5.09% Nov 12, 2025 - Dec 23, 2025 | -27.22% Jul 31, 2023 - Nov 8, 2024 |
| #3 | -4.05% Jun 2, 2026 - Jun 10, 2026 | -23.08% Oct 27, 2025 - Mar 30, 2026 |
| #4 | -3.16% Jan 12, 2026 - Feb 25, 2026 | -19.73% Feb 2, 2023 - Jul 3, 2023 |
| #5 | -2.39% May 14, 2026 - May 26, 2026 | -18.57% Dec 2, 2022 - Feb 2, 2023 |
| #6 | -1.84% Oct 29, 2025 - Nov 12, 2025 | -8.56% Dec 17, 2024 - Jan 30, 2025 |
| #7 | -1.27% Dec 24, 2025 - Jan 6, 2026 | -6.46% Nov 11, 2024 - Nov 29, 2024 |
| #8 | -1.15% Apr 27, 2026 - Apr 30, 2026 | -6.41% Jul 18, 2025 - Aug 13, 2025 |
| #9 | -1.08% May 6, 2026 - May 13, 2026 | -4.72% Aug 13, 2025 - Sep 11, 2025 |
| #10 | -0.79% Oct 20, 2025 - Oct 23, 2025 | -4.59% Oct 8, 2025 - Oct 27, 2025 |
| #11 | -0.74% Oct 15, 2025 - Oct 20, 2025 | -4.03% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -0.72% Jan 6, 2026 - Jan 12, 2026 | -3.21% Jul 19, 2023 - Jul 28, 2023 |
| #13 | -0.51% Apr 17, 2026 - Apr 22, 2026 | -2.77% Feb 5, 2025 - Feb 13, 2025 |
| #14 | -0.39% May 1, 2026 - May 5, 2026 | -2.64% Jul 5, 2023 - Jul 10, 2023 |
| #15 | -0.25% Apr 22, 2026 - Apr 24, 2026 | -2.61% Jan 30, 2025 - Feb 5, 2025 |
Correlation
Correlation between NELS and OARK is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
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