NELS vs PSR
Comparison between Nelson Select ETF (NELS, ETF) and INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF).
NELS vs PSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NELS
$57M
Winner
PSR
$57M
Expense Ratio
NELS
1.69%
Winner
PSR
0.35%
Max Drawdown
Winner
NELS
9.30%
PSR
42.96%
Sharpe Ratio
NELS
1.01
Winner
PSR
1.02
5Y Beta
NELS
1.02
Winner
PSR
0.45
P/E Ratio
Winner
NELS
29.42
PSR
31.39
Forward P/E
Winner
NELS
21.87
PSR
35.08
PEG Ratio
NELS
0.47
Winner
PSR
0.40
5Y Dividends CAGR
NELS
N/A
PSR
-0.40%
5Y EPS CAGR
Winner
NELS
24.84%
PSR
14.22%
Debt to Equity
NELS
N/A
PSR
43.34%
P/S Ratio
Winner
NELS
2.80
PSR
8.40
P/B Ratio
NELS
6.26
Winner
PSR
3.25
NELS vs PSR - Holdings Comparison
NELS and PSR have 3 common holdings. Overlap is 0.75%
NELS's top 25 holdings weight is 53.41%. PSR's top 25 holdings weight is 94.40%.
| Rank | NELS | PSR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.64% | PROLOGIS INC (PLD) - 9.18% |
| #2 | APPLE INC (AAPL) - 6.45% | WELLTOWER INC (WELL) - 8.48% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.53% | AMERICAN TOWER CORP (AMT) - 7.22% |
| #4 | MICROSOFT CORP (MSFT) - 3.83% | DIGITAL REALTY TRUST INC (DLR) - 6.10% |
| #5 | AMAZON.COM INC (AMZN) - 3.74% | EQUINIX INC (EQIX) - 4.86% |
| #6 | BROADCOM INC (AVGO) - 2.33% | TERRENO REALTY CORP (TRNO) - 4.43% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.24% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.13% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.85% | TANGER INC (SKT) - 4.10% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.55% | UDR INC (UDR) - 4.00% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.47% | CAMDEN PROPERTY TRUST (CPT) - 3.97% |
| #11 | ELI LILLY AND CO (LLY) - 1.35% | W.P. CAREY INC (WPC) - 3.59% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.33% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 3.39% |
| #13 | CITIGROUP INC (C) - 1.31% | IRON MOUNTAIN INC (IRM) - 3.32% |
| #14 | ABBVIE INC (ABBV) - 1.29% | BRIXMOR PROPERTY GROUP INC (BRX) - 3.03% |
| #15 | CHUBB LTD (CB) - 1.24% | EASTGROUP PROPERTIES INC (EGP) - 2.88% |
| #16 | VIRTUS REAVES UTILITIES ETF (UTES) - 1.20% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.84% |
| #17 | COLGATE-PALMOLIVE CO (CL) - 1.19% | PUBLIC STORAGE (PSA) - 2.69% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.18% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.59% |
| #19 | SYSCO CORP (SYY) - 1.13% | CUBESMART (CUBE) - 2.37% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.13% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.16% |
| #21 | THE WALT DISNEY CO (DIS) - 1.11% | VENTAS INC (VTR) - 2.04% |
| #22 | TAPESTRY INC (TPR) - 1.09% | SIMON PROPERTY GROUP INC (SPG) - 1.91% |
| #23 | ANALOG DEVICES INC (ADI) - 1.09% | VORNADO REALTY TRUST (VNO) - 1.88% |
| #24 | n/a (DELL) - 1.07% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.63% |
| #25 | COCA-COLA CO (KO) - 1.07% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.61% |
| Total Holdings | 85 | 32 |
NELS vs PSR - Historical Returns
Returns include dividend reinvestment.
1M
NELS
+0.29%
Winner
PSR
+4.30%
3M
NELS
+6.96%
Winner
PSR
+7.68%
6M
NELS
+9.96%
Winner
PSR
+16.42%
1Y
NELS
N/A
PSR
+18.35%
5Y(CAGR)
NELS
N/A
PSR
+2.53%
10Y(CAGR)
NELS
N/A
PSR
+5.47%
Max(CAGR)
Winner
NELS
+18.43%
PSR
+12.46%
NELS vs PSR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | NELS | PSR |
|---|---|---|
| 2026 | +10.78% | +19.53% |
| 2025 | +2.42% | +3.54% |
| 2024 | N/A | +0.80% |
| 2023 | N/A | +8.21% |
| 2022 | N/A | -24.78% |
| 2021 | N/A | +46.63% |
| 2020 | N/A | -4.44% |
| 2019 | N/A | +31.92% |
| 2018 | N/A | -4.15% |
| 2017 | N/A | +9.52% |
| 2016 | N/A | +6.23% |
| 2015 | N/A | +1.24% |
| 2014 | N/A | +33.32% |
| 2013 | N/A | -0.12% |
| 2012 | N/A | +14.39% |
| 2011 | N/A | +9.35% |
| 2010 | N/A | +27.90% |
| 2009 | N/A | +29.27% |
| 2008 | N/A | +44.81% |
NELS vs PSR Drawdown Comparison
The maximum drawdown for NELS was -9.30%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The current NELS drawdown is -1.46%. The current PSR drawdown is -0.45%.
| Rank | NELS | PSR |
|---|---|---|
| #1 | -9.30% Feb 25, 2026 - Apr 16, 2026 | -42.28% Feb 14, 2020 - Apr 20, 2021 |
| #2 | -5.09% Nov 12, 2025 - Dec 23, 2025 | -37.98% Dec 19, 2008 - Aug 4, 2009 |
| #3 | -4.05% Jun 2, 2026 - Jun 10, 2026 | -34.80% Dec 31, 2021 - Jul 16, 2026 |
| #4 | -3.16% Jan 12, 2026 - Feb 25, 2026 | -21.54% Jul 22, 2011 - Jan 26, 2012 |
| #5 | -2.39% May 14, 2026 - May 26, 2026 | -18.70% May 21, 2013 - Jun 5, 2014 |
| #6 | -1.84% Oct 29, 2025 - Nov 12, 2025 | -16.92% Jan 27, 2015 - May 6, 2016 |
| #7 | -1.27% Dec 24, 2025 - Jan 6, 2026 | -16.61% Apr 29, 2010 - Sep 3, 2010 |
| #8 | -1.15% Apr 27, 2026 - Apr 30, 2026 | -14.25% Aug 1, 2016 - Nov 6, 2017 |
| #9 | -1.08% May 6, 2026 - May 13, 2026 | -12.25% Dec 6, 2018 - Jan 31, 2019 |
| #10 | -0.79% Oct 20, 2025 - Oct 23, 2025 | -11.81% Nov 13, 2017 - Jul 6, 2018 |
| #11 | -0.74% Oct 15, 2025 - Oct 20, 2025 | -11.25% Dec 28, 2009 - Mar 5, 2010 |
| #12 | -0.72% Jan 6, 2026 - Jan 12, 2026 | -10.78% Aug 7, 2009 - Sep 14, 2009 |
| #13 | -0.51% Apr 17, 2026 - Apr 22, 2026 | -9.76% Sep 22, 2009 - Dec 2, 2009 |
| #14 | -0.39% May 1, 2026 - May 5, 2026 | -9.14% May 1, 2012 - Jul 5, 2012 |
| #15 | -0.25% Apr 22, 2026 - Apr 24, 2026 | -9.03% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between NELS and PSR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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