Compare · 2 funds side by side · dividends reinvested

NELS and SPYM

NELSNelson Capital×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

NELS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.0

Collaborative Investment Series Trust - Nelson Select ETFUnsorted1.81%0.00%+8.0%+8.5%[…][…]−9.3%14.1%$83M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: NELS 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Collaborative Investment Series Trust - Nelson Select ETF · $83M[…]

NELS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 58.8% in common

NELSMeasureSPYM

+8.0%Year to dateJan 1 → Nov 6+8.8%

+8.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

1.81%Expense ratio$181 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−9.3%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

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

0–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NELS vs SPYM: Top 5 Holdings

Today

NELS

29.1%in top 5

SPYM

in top 527.8%

NELSStockSPYM

7.8%AAPL7.9%

6.6%NVDA6.9%

6.4%MSFT6.3%

4.2%GOOGL2.6%

4.1%AMZN4.0%

Held in common58.8%

End-of-day Nov 6, 2026 · share of each fund

NELS vs SPYM Returns, Every Period

Nelson CapitalNELS

+8.5%

past year

SPYMSPDR

+9.8%

past year

NELSSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: NELS vs SPYM

YTD

Nelson CapitalNELS

+8.0%

SPYMSPDR

+8.8%

+8.0%Year to date+8.8%

−9.3%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

0.0%Yield1.1%

$82.8MAssets$182B

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NELS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NELS1.81%$181

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NELS, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

NELS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

NELS$0 − $181 = −$181

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NELS, SPYM

Today

58.8%most shared, NELS and SPYM

NELSSPYM

NELS—58.8%

SPYM58.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

NELSWorst drop−9.3%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMNELS

+8.8%Year to date+8.0%

1.1%Yield0.0%

+9.8%Past year+8.5%

0.02%Fee1.81%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026