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NELS vs S&P 500

YTD$28.61 · +0.4% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+12.4%S&P 500 +13.4%Dec 31, 2025Nov 4, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.4%−2.7%−3.0%+11.1%+11.1%——+13.7%
Peer average————————
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Nelson Capital NELS and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
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NELS’s Top 10 Holdings

Today
38.6%of NELS sits in these 10
1NVDANvidia7.30%
2AAPLApple7.26%
3MSFTMicrosoft6.07%
4GOOGLAlphabet -4.00%
5AMZNAmazon3.79%
6AVGOBroadcom2.41%
7METAMeta Platforms2.21%
8JPMJpmorgan Chase &1.98%
9LLYEli Lilly &1.85%
10MUMicron Technology1.73%
Nelson Capital NELS · weight in the fund · as of Nov 4, 2026
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NELS vs Peer Average

YTD
NELSAvsBPeer average
1D+0.4%[…]
1M−2.7%[…]
3M−3.0%[…]
YTD+11.1%[…]
1Y+11.1%[…]
0–0level
0 peers · each row scaled to its leader
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