Compare · 2 funds side by side · dividends reinvested

NELS and SCHD

NELSNelson Capital×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

NELS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Collaborative Investment Series Trust - Nelson Select ETFUnsorted1.81%0.00%+12.4%+12.0%[…][…]−9.3%13.5%$82M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: NELS 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Collaborative Investment Series Trust - Nelson Select ETF · $82M[…]

NELS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

NELSMeasureSCHD

+12.4%Year to dateJan 1 → Nov 4+35.3%

+12.0%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

1.81%Expense ratio$181 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

−9.3%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer11.5%

NELSSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NELS vs SCHD: Top 5 Holdings

Today

NELS

28.4%in top 5

SCHD

in top 521.6%

NELSStockSCHD

7.3%NVDAnot top 5

7.3%AAPLnot top 5

6.1%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%GOOGLnot top 5

3.8%AMZNnot top 5

Held in common7.6%

End-of-day Nov 4, 2026 · share of each fund

NELS vs SCHD Returns, Every Period

Nelson CapitalNELS

+12.0%

past year

SCHDSchwab

+41.6%

past year

NELSSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: NELS vs SCHD

YTD

Nelson CapitalNELS

+12.4%

SCHDSchwab

+35.3%

+12.4%Year to date+35.3%

−9.3%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y11.5%

0.0%Yield2.9%

$81.8MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NELS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NELS1.81%$181

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NELS, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

NELS0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

NELS$0 − $181 = −$181

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NELS, SCHD

Today

7.6%most shared, NELS and SCHD

NELSSCHD

NELS—7.6%

SCHD7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

NELSWorst drop−9.3%13.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDNELS

+35.3%Year to date+12.4%

2.9%Yield0.0%

+41.6%Past year+12.0%

0.06%Fee1.81%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026