SURE vs NELS
Comparison between ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF) and Nelson Select ETF (NELS, ETF).
SURE vs NELS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SURE
$54M
NELS
$54M
Expense Ratio
Winner
SURE
0.90%
NELS
1.69%
Max Drawdown
SURE
35.68%
Winner
NELS
9.30%
Sharpe Ratio
Winner
SURE
1.60
NELS
1.07
5Y Beta
Winner
SURE
0.83
NELS
1.06
P/E Ratio
Winner
SURE
19.56
NELS
28.30
Forward P/E
Winner
SURE
16.03
NELS
23.41
PEG Ratio
SURE
N/A
NELS
0.61
5Y Dividends CAGR
SURE
20.56%
NELS
N/A
5Y EPS CAGR
SURE
17.64%
Winner
NELS
25.52%
Debt to Equity
SURE
22.23%
NELS
N/A
P/S Ratio
Winner
SURE
1.96
NELS
3.71
P/B Ratio
Winner
SURE
3.89
NELS
6.07
SURE vs NELS - Holdings Comparison
SURE and NELS have 15 common holdings. Overlap is 13.23%
SURE's top 25 holdings weight is 33.00%. NELS's top 25 holdings weight is 58.49%.
| Rank | SURE | NELS |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.11% | NVIDIA CORP (NVDA) - 6.84% |
| #2 | FORTINET INC (FTNT) - 1.64% | APPLE INC (AAPL) - 6.55% |
| #3 | QUALCOMM INC (QCOM) - 1.58% | ALPHABET INC CLASS A (GOOGL) - 5.96% |
| #4 | ON SEMICONDUCTOR CORP (ON) - 1.51% | AMAZON.COM INC (AMZN) - 4.27% |
| #5 | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.48% | MICROSOFT CORP (MSFT) - 3.69% |
| #6 | DAVITA INC (DVA) - 1.47% | BROADCOM INC (AVGO) - 3.22% |
| #7 | n/a (ASTS) - 1.46% | JPMORGAN CHASE & CO (JPM) - 2.32% |
| #8 | KFORCE INC (KFRC) - 1.42% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.17% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.40% | META PLATFORMS INC CLASS A (META) - 1.85% |
| #10 | SEZZLE INC (SEZL) - 1.40% | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.39% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.66% |
| #12 | CATERPILLAR INC (CAT) - 1.24% | n/a (DELL) - 1.47% |
| #13 | CTS CORP (CTS) - 1.21% | JOHNSON & JOHNSON (JNJ) - 1.41% |
| #14 | CROCS INC (CROX) - 1.20% | STATE STREET CORP (STT) - 1.38% |
| #15 | OKLO INC CLASS A SHARES (OKLO) - 1.17% | n/a (TSM) - 1.38% |
| #16 | MURPHY USA INC (MUSA) - 1.16% | BANK OF NEW YORK MELLON CORP (BNY) - 1.37% |
| #17 | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.16% | PALO ALTO NETWORKS INC (PANW) - 1.35% |
| #18 | ELEVANCE HEALTH INC (ELV) - 1.14% | HALLIBURTON CO (HAL) - 1.33% |
| #19 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 1.14% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #20 | EVERQUOTE INC CLASS A (EVER) - 1.13% | NETFLIX INC (NFLX) - 1.28% |
| #21 | MONARCH CASINO & RESORT INC (MCRI) - 1.13% | APPLIED MATERIALS INC (AMAT) - 1.23% |
| #22 | MARATHON PETROLEUM CORP (MPC) - 1.13% | ELI LILLY AND CO (LLY) - 1.21% |
| #23 | ALBANY INTERNATIONAL CORP (AIN) - 1.12% | THE WALT DISNEY CO (DIS) - 1.20% |
| #24 | NVIDIA CORP (NVDA) - 1.11% | ANALOG DEVICES INC (ADI) - 1.18% |
| #25 | AMPLITUDE INC CLASS A (AMPL) - 1.10% | COLGATE-PALMOLIVE CO (CL) - 1.16% |
| Total Holdings | 102 | 74 |
SURE vs NELS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SURE
+6.08%
NELS
+2.16%
3M
Winner
SURE
+13.59%
NELS
+11.96%
6M
Winner
SURE
+12.78%
NELS
+11.08%
1Y
SURE
+26.63%
NELS
N/A
5Y(CAGR)
SURE
+9.60%
NELS
N/A
10Y(CAGR)
SURE
+11.28%
NELS
N/A
Max(CAGR)
SURE
+13.25%
Winner
NELS
+20.20%
SURE vs NELS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SURE | NELS |
|---|---|---|
| 2026 | +13.16% | +9.87% |
| 2025 | +11.05% | +2.42% |
| 2024 | +12.64% | N/A |
| 2023 | +25.16% | N/A |
| 2022 | -12.09% | N/A |
| 2021 | +25.01% | N/A |
| 2020 | +8.13% | N/A |
| 2019 | +27.58% | N/A |
| 2018 | -17.27% | N/A |
| 2017 | +12.02% | N/A |
| 2016 | +20.73% | N/A |
| 2015 | -1.33% | N/A |
| 2014 | +16.05% | N/A |
| 2013 | +39.47% | N/A |
| 2012 | +12.56% | N/A |
| 2011 | +12.49% | N/A |
SURE vs NELS Drawdown Comparison
The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for NELS was -9.30%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.
The current NELS drawdown is -2.27%.
| Rank | SURE | NELS |
|---|---|---|
| #1 | -35.68% Feb 12, 2020 - Nov 13, 2020 | -9.30% Feb 25, 2026 - Apr 16, 2026 |
| #2 | -25.07% Jan 26, 2018 - Dec 18, 2019 | -5.09% Nov 12, 2025 - Dec 23, 2025 |
| #3 | -23.75% Jan 14, 2022 - Jul 31, 2023 | -4.05% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -21.55% Nov 26, 2024 - Sep 11, 2025 | -3.16% Jan 12, 2026 - Feb 25, 2026 |
| #5 | -15.94% May 21, 2015 - Aug 15, 2016 | -2.39% May 14, 2026 - May 26, 2026 |
| #6 | -11.43% Sep 18, 2012 - Feb 7, 2013 | -1.84% Oct 29, 2025 - Nov 12, 2025 |
| #7 | -9.83% Apr 2, 2012 - Aug 9, 2012 | -1.27% Dec 24, 2025 - Jan 6, 2026 |
| #8 | -9.81% Aug 1, 2023 - Dec 1, 2023 | -1.15% Apr 27, 2026 - Apr 30, 2026 |
| #9 | -9.39% Oct 28, 2011 - Jan 13, 2012 | -1.08% May 6, 2026 - May 13, 2026 |
| #10 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -0.79% Oct 20, 2025 - Oct 23, 2025 |
| #11 | -7.32% Nov 5, 2021 - Jan 4, 2022 | -0.74% Oct 15, 2025 - Oct 20, 2025 |
| #12 | -7.28% Sep 5, 2014 - Oct 30, 2014 | -0.72% Jan 6, 2026 - Jan 12, 2026 |
| #13 | -7.10% Mar 2, 2026 - Apr 17, 2026 | -0.51% Apr 17, 2026 - Apr 22, 2026 |
| #14 | -6.62% Jun 1, 2021 - Oct 20, 2021 | -0.39% May 1, 2026 - May 5, 2026 |
| #15 | -6.34% Mar 28, 2024 - Jul 16, 2024 | -0.25% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between SURE and NELS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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