NELS vs XRMI
Comparison between Nelson Select ETF (NELS, ETF) and GLOBAL X S&P 500 RISK MANAGED INCOME ETF (XRMI, ETF).
NELS vs XRMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NELS
$49M
Winner
XRMI
$49M
Expense Ratio
NELS
1.69%
Winner
XRMI
0.60%
Max Drawdown
Winner
NELS
9.30%
XRMI
37.83%
Sharpe Ratio
Winner
NELS
1.05
XRMI
0.91
5Y Beta
NELS
1.07
Winner
XRMI
0.31
P/E Ratio
Winner
NELS
28.92
XRMI
29.47
Forward P/E
NELS
23.87
Winner
XRMI
22.40
PEG Ratio
NELS
0.64
XRMI
N/A
5Y EPS CAGR
NELS
27.49%
Winner
XRMI
29.35%
Debt to Equity
NELS
N/A
XRMI
40.90%
P/S Ratio
NELS
3.73
Winner
XRMI
3.72
P/B Ratio
NELS
6.08
Winner
XRMI
5.65
NELS vs XRMI - Holdings Comparison
NELS and XRMI have 48 common holdings. Overlap is 40.11%
NELS's top 25 holdings weight is 58.49%. XRMI's top 25 holdings weight is 51.67%.
| Rank | NELS | XRMI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.84% | NVIDIA CORP (NVDA) - 8.28% |
| #2 | APPLE INC (AAPL) - 6.55% | APPLE INC (AAPL) - 7.18% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.96% | MICROSOFT CORP (MSFT) - 4.90% |
| #4 | AMAZON.COM INC (AMZN) - 4.27% | AMAZON.COM INC (AMZN) - 4.11% |
| #5 | MICROSOFT CORP (MSFT) - 3.69% | ALPHABET INC CLASS A (GOOGL) - 3.59% |
| #6 | BROADCOM INC (AVGO) - 3.22% | BROADCOM INC (AVGO) - 3.17% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.32% | ALPHABET INC CLASS C (GOOG) - 2.85% |
| #8 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.17% | META PLATFORMS INC CLASS A (META) - 2.12% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.85% | TESLA INC (TSLA) - 1.93% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% | MICRON TECHNOLOGY INC (MU) - 1.60% |
| #11 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #12 | n/a (DELL) - 1.47% | ELI LILLY AND CO (LLY) - 1.34% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #14 | STATE STREET CORP (STT) - 1.38% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #15 | n/a (TSM) - 1.38% | EXXON MOBIL CORP (XOM) - 0.99% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.37% | INTEL CORP (INTC) - 0.92% |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.35% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #18 | HALLIBURTON CO (HAL) - 1.33% | VISA INC CLASS A (V) - 0.87% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.29% | WALMART INC (WMT) - 0.82% |
| #20 | NETFLIX INC (NFLX) - 1.28% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.23% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #22 | ELI LILLY AND CO (LLY) - 1.21% | TJX COMPANIES INC (TJX) - 0.28% |
| #23 | THE WALT DISNEY CO (DIS) - 1.20% | BOEING CO (BA) - 0.27% |
| #24 | ANALOG DEVICES INC (ADI) - 1.18% | AMPHENOL CORP CLASS A (APH) - 0.27% |
| #25 | COLGATE-PALMOLIVE CO (CL) - 1.16% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% |
| Total Holdings | 74 | 468 |
NELS vs XRMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NELS
+3.19%
XRMI
+0.41%
3M
Winner
NELS
+9.38%
XRMI
-0.17%
6M
Winner
NELS
+9.64%
XRMI
+2.22%
1Y
NELS
N/A
XRMI
+8.84%
5Y(CAGR)
NELS
N/A
XRMI
+2.39%
Max(CAGR)
Winner
NELS
+19.69%
XRMI
+2.39%
NELS vs XRMI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NELS | XRMI |
|---|---|---|
| 2026 | +9.18% | +0.88% |
| 2025 | +2.42% | +4.80% |
| 2024 | N/A | +15.01% |
| 2023 | N/A | +4.58% |
| 2022 | N/A | -14.20% |
| 2021 | N/A | +2.68% |
NELS vs XRMI Drawdown Comparison
The maximum drawdown for NELS was -9.30%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.
The maximum drawdown for XRMI was -15.29%, occurring on Oct 14, 2022. Recovery took 718 trading sessions.
The current NELS drawdown is -2.88%. The current XRMI drawdown is -0.90%.
| Rank | NELS | XRMI |
|---|---|---|
| #1 | -9.30% Feb 25, 2026 - Apr 16, 2026 | -15.29% Dec 29, 2021 - Nov 6, 2024 |
| #2 | -5.09% Nov 12, 2025 - Dec 23, 2025 | -8.34% Feb 20, 2025 - Nov 24, 2025 |
| #3 | -3.16% Jan 12, 2026 - Feb 25, 2026 | -5.03% Feb 25, 2026 - Jun 2, 2026 |
| #4 | -2.88% Jun 2, 2026 - Jun 5, 2026 | -2.24% Sep 15, 2021 - Oct 15, 2021 |
| #5 | -2.39% May 14, 2026 - May 26, 2026 | -1.50% Nov 22, 2021 - Dec 8, 2021 |
| #6 | -1.84% Oct 29, 2025 - Nov 12, 2025 | -1.45% Dec 15, 2021 - Dec 27, 2021 |
| #7 | -1.27% Dec 24, 2025 - Jan 6, 2026 | -1.37% Feb 2, 2026 - Feb 9, 2026 |
| #8 | -1.15% Apr 27, 2026 - Apr 30, 2026 | -1.15% Jan 6, 2025 - Jan 15, 2025 |
| #9 | -1.08% May 6, 2026 - May 13, 2026 | -0.99% Dec 8, 2021 - Dec 15, 2021 |
| #10 | -0.79% Oct 20, 2025 - Oct 23, 2025 | -0.90% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -0.74% Oct 15, 2025 - Oct 20, 2025 | -0.89% Feb 10, 2026 - Feb 20, 2026 |
| #12 | -0.72% Jan 6, 2026 - Jan 12, 2026 | -0.81% Jan 6, 2026 - Jan 26, 2026 |
| #13 | -0.51% Apr 17, 2026 - Apr 22, 2026 | -0.78% Dec 17, 2024 - Dec 20, 2024 |
| #14 | -0.39% May 1, 2026 - May 5, 2026 | -0.69% Dec 26, 2024 - Jan 6, 2025 |
| #15 | -0.25% Apr 22, 2026 - Apr 24, 2026 | -0.67% Jan 23, 2025 - Feb 10, 2025 |
Correlation
Correlation between NELS and XRMI is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
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