NELS vs. CVSE
NELS (Nelson Select ETF) and CVSE (Calvert US Select Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. NELS charges 1.69%/yr vs 0.29%/yr for CVSE.
Performance
NELS vs. CVSE - Performance Comparison
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Returns By Period
NELS
- 1D
- -2.87%
- 1M
- 1.32%
- YTD
- 9.49%
- 6M
- 9.64%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CVSE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 8.30%
- 3Y*
- 13.32%
- 5Y*
- —
- 10Y*
- —
NELS vs. CVSE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NELS Nelson Select ETF | 9.49% | 2.42% |
CVSE Calvert US Select Equity ETF | 0.00% | 0.00% |
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Return for Risk
NELS vs. CVSE — Risk / Return Rank
NELS
CVSE
NELS vs. CVSE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nelson Select ETF (NELS) and Calvert US Select Equity ETF (CVSE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| NELS | CVSE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 0.92 | +0.42 |
Drawdowns
NELS vs. CVSE - Drawdown Comparison
The maximum NELS drawdown since its inception was -9.30%, smaller than the maximum CVSE drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for NELS and CVSE.
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Drawdown Indicators
| NELS | CVSE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.30% | -20.29% | +10.99% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.08% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.29% | — |
Current DrawdownCurrent decline from peak | -2.88% | -1.68% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -2.69% | +1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.43% | — |
Volatility
NELS vs. CVSE - Volatility Comparison
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Volatility by Period
| NELS | CVSE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.80% | 6.42% | +8.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 13.85% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.80% | 13.85% | +0.95% |
NELS vs. CVSE - Expense Ratio Comparison
NELS has a 1.69% expense ratio, which is higher than CVSE's 0.29% expense ratio.
Dividends
NELS vs. CVSE - Dividend Comparison
NELS has not paid dividends to shareholders, while CVSE's dividend yield for the trailing twelve months is around 0.59%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CVSE Calvert US Select Equity ETF | 0.59% | 0.81% | 1.05% | 1.22% |
NELS Nelson Select ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
On fees, CVSE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CVSE is cheaper with a 0.29% expense ratio, compared with 1.69% for NELS.
CVSE has the higher dividend yield at 0.59%, compared with 0.00% for NELS.
They also come from different issuers: Nelson Capital Management and Calvert. Their fees differ too: 1.69% for NELS and 0.29% for CVSE.
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