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NELSvsCVLCETF Comparison

ETF 1

NELS

Nelson Select ETF

This fund is part of

Multi-Asset: Aggressive

-0.11%

Full NELS fund page

VS

ETF 2

CVLC

Calvert US Large-Cap Core Responsible Index ETF

This fund is part of

US Large Cap

-0.26%

Full CVLC fund page

Nelson Select ETF (NELS) belongs to the Multi-Asset: Aggressive segment. Calvert US Large-Cap Core Responsible Index ETF (CVLC) is part of the US Large Cap segment. NELS's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, CVLC's top sector exposures are Technology, Finance and Industrials. NELS is more expensive with a Total Expense Ratio (TER) of 1.81%, versus 0.15% for CVLC. NELS is up 14.41% year-to-date (YTD) with +$10M in YTD flows. CVLC performs better with 15.52% YTD performance, and +$157M in YTD flows. Run a side-by-side ETF comparison of NELS and CVLC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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NELS vs CVLC performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 08/04/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	NELS CVLC	+2.25%+2.49%	+5.77%+5.87%	+14.41%+15.52%	n/a+26.19%	n/a+77.87%	n/an/a
Flows	NELS CVLC	+$3M+$66M	+$5M+$98M	+$10M+$157M	-+$288M	-+$469M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	NELS CVLC	+13.29%+14.29%	n/a+13.52%	n/a+15.70%	n/an/a
Max drawdown	NELS CVLC	-4.17%-4.30%	n/a-9.66%	n/a-19.88%	n/an/a
Max drawdown duration	NELS CVLC	62d59d	n/a91d	n/a155d	n/an/a

Trading data

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	NELS	CVLC
Last sale 8/6/2026 at 1:30 PM	$29.40	$96.65
Previous close 08/05/2026	$29.49	$96.91
Consolidated volume 08/05/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of July 31, 2026

1-year trailing difference

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NELS

is actively managed and doesn’t replicate an index

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	NELS	CVLC
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 8/6/2026 at 1:30 PM

Live

Closed

	NELS	CVLC
Last price	$29.40	$96.65
1D performance	-0.32%	-0.27%
AuM	$58.00 M	$963.85 M
E/R	1.81%	0.15%

Characteristics

	NELS	CVLC
Management strategy	Active	Passive
Provider	Collaborative Fund Advisors	Morgan Stanley
Benchmark	-	Calvert US Large-Cap Core Responsible Index
N° of holdings	116	759
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 15, 2025	February 1, 2023
ESG	No	Yes

More NELS data on Trackinsight

More CVLC data on Trackinsight

Exposure

Countries

NELS

USA

92.41%

Other

7.59%

CVLC

USA

97.42%

Other

2.58%

Sectors

NELS

Technology

43.34%

Finance

12.18%

Healthcare

9.56%

Industrials

9.4%

Consumer Non-Cycl.

9.18%

Other

16.33%

CVLC

Technology

44.32%

Finance

14.64%

Industrials

10.48%

Healthcare

9.43%

Consumer Non-Cycl.

8.73%

Other

12.41%

Diversification

NELS

Total weight of top 15 holdings out of 15

40.97%

CVLC

Total weight of top 15 holdings out of 15

39.84%

Top 15 holdings

Data as of June 30, 2026

NELS

NVIDIA Corp.

6.57%

Apple, Inc.

6.19%

Alphabet, Inc.

5.35%

Microsoft Corp.

3.64%

Amazon.com, Inc.

3.60%

Broadcom Inc.

2.33%

JPMorgan Chase & Co.

2.15%

Meta Platforms, Inc.

1.66%

Micron Technology, Inc.

1.61%

Johnson & Johnson

1.52%

Eli Lilly & Co.

1.33%

Cisco Systems, Inc.

1.30%

Citigroup, Inc.

1.27%

AbbVie, Inc.

1.26%

Advanced Micro Devices, Inc.

1.19%

CVLC

NVIDIA Corp.

6.74%

Apple, Inc.

6.16%

Alphabet, Inc.

5.63%

Microsoft Corp.

4.00%

Amazon.com, Inc.

3.46%

Broadcom Inc.

2.62%

Micron Technology, Inc.

2.02%

Eli Lilly & Co.

1.61%

Advanced Micro Devices, Inc.

1.51%

JPMorgan Chase & Co.

1.41%

Intel Corp.

0.99%

Applied Materials, Inc.

0.96%

Visa, Inc.

0.95%

Lam Research Corp.

0.90%

Caterpillar, Inc.

0.88%

Frequently asked questions about NELS and CVLC

How have the NELS and CVLC ETFs performed in 2026?

As of August 4, 2026, NELS is up 14.41% year-to-date (YTD), while CVLC has returned 15.52%. That puts CVLC better performer ahead so far this year.

Which ETF is attracting more investor money: NELS or CVLC?

Year-to-date, the NELS ETF saw +$10M in flows, compared to +$157M for CVLC.

Which ETF is bigger: NELS or CVLC?

As of August 4, 2026, NELS holds $58.00 M in assets under management (AUM), while CVLC manages $963.85 M.

What sectors do the NELS and CVLC ETFs invest in?

NELS leans toward sectors like Technology, Finance and Healthcare. Meanwhile, CVLC focuses on Technology, Finance and Industrials.

What are the top holdings of the NELS ETF and CVLC ETF?

NELS top holdings include NVIDIA Corp., Apple, Inc. and Alphabet, Inc.. CVLC holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..

Which ETF is more diversified: NELS or CVLC?

NELS holds 116 securities with 40.97% of its assets in the top 15. CVLC has 759 securities and a top 15 weight of 39.84%.

Morgan Stanley Launches Six New ESG-Focused ETFs

February 16, 2023

NELSvsCVLCETF Comparison

Nelson Select ETF

Calvert US Large-Cap Core Responsible Index ETF

NELS vs CVLC performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the NELS and CVLC ETFs performed in 2026?

As of August 4, 2026, NELS is up 14.41% year-to-date (YTD), while CVLC has returned 15.52%. That puts CVLC better performer ahead so far this year.

Which ETF is attracting more investor money: NELS or CVLC?

Year-to-date, the NELS ETF saw +$10M in flows, compared to +$157M for CVLC.

Which ETF is bigger: NELS or CVLC?

As of August 4, 2026, NELS holds $58.00 M in assets under management (AUM), while CVLC manages $963.85 M.

What sectors do the NELS and CVLC ETFs invest in?

NELS leans toward sectors like Technology, Finance and Healthcare. Meanwhile, CVLC focuses on Technology, Finance and Industrials.

What are the top holdings of the NELS ETF and CVLC ETF?

NELS top holdings include NVIDIA Corp., Apple, Inc. and Alphabet, Inc.. CVLC holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..

Which ETF is more diversified: NELS or CVLC?

NELS holds 116 securities with 40.97% of its assets in the top 15. CVLC has 759 securities and a top 15 weight of 39.84%.

Morgan Stanley Launches Six New ESG-Focused ETFs

The ETF Industry Is Evolving Fast