FRC
FRC Logo
Sign InGet Access

Connect With Us

Stay updated with our latest research and insights

Fundamental Research Corp Logo

Highly ranked equity research firm providing institutional grade tools and analysis to all investors worldwide. Trusted by global investors for over 20+ years.

20+ Years
Rate us on TrustpilotLeave a review

Policies

  • Privacy Policy
  • Terms of Service
  • Disclaimer

Company

  • About Us
  • Our Team
  • Contact Us
  • Leave a Review

Resources

  • Videos
  • Research Reports
  • FAQ
  • How to use FRC

Browse

  • Stock Directory
  • Stock Screener
  • Market Intel Weekly
  • Report Archive

Trackers

  • Congress Trading
  • Senate Trading
  • Congress Net Worth
  • Commodities

© 2026 Fundamental Research Corp. All Rights Reserved.

Professional investment research since 2003

Home
Research
Get Access
Sign In
Caldwell US Dividend Advantage Fund ETF AnalysisComprehensive ETF analysis for Caldwell US Dividend Advantage Fund (UDA.TO) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisUDA.TO
UDA.TO
Caldwell US Dividend Advantage Fund
UDA.TO
  1. Home
  2. Screener
  3. Caldwell US Dividend Advantage FundUDA.TOETF
Caldwell US Dividend Advantage Fund Logo

Caldwell US Dividend Advantage Fund

ETF
🇨🇦UDA.TO•TSX•Equity

Your view on UDA.TO

Caldwell US Dividend Advantage Fund Logo

Caldwell US Dividend Advantage Fund

ETFCaldwell
🇨🇦UDA.TO•TSX•Equity
AUM (CAD)$43.88M
Expense Ratio0.9%
Holdings0

Sentiment

AUM (CAD)

$43.88M

Expense Ratio

0.9%

Holdings

0

Sentiment

UDA.TO
Caldwell US Dividend Advantage Fund
UDA.TO

Overview for Caldwell US Dividend Advantage Fund

Fund Type
ETF
Fund Issuer
Caldwell
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
March 11, 2020
Domicile
CA
Website
caldwellinvestment.com/investment-solutions/actively-managed-etfs/us-dividend-advantage-fund-etf
Fund Type
ETF
Fund Issuer
Caldwell
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
March 11, 2020
Domicile
CA
Website
caldwellinvestment.com/investment-solutions/actively-managed-etfs/us-dividend-advantage-fund-etf
Fund Type
ETF
Fund Issuer
Caldwell
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
March 11, 2020
Domicile
CA
Website
caldwellinvestment.com/investment-solutions/actively-managed-etfs/us-dividend-advantage-fund-etf

About this fund

The fund actively selects dividend-paying securities issued by firms domiciled in or that derive a significant portion of their revenue or earnings from US. The fund specifically invests in companies with attractive valuations which not only have a history but also offer the pote…

UDA.TO Stock Price

Key Facts

Equity

Expense Ratio

0.9%

AUM

$43.88M

Fund Details

NAV$17.10 CAD
Average Volume170
Inception DateMarch 11, 2020
Asset ClassEquity
Fund IssuerCaldwell
DomicileCA
ISINCA1292472018
CUSIP129247201
NAV CurrencyCAD

Expense Ratio

0.9%

Assets Under Management

$43.88M

NAV

$17.10 CAD

Average Volume

170

Inception Date

March 11, 2020

Asset Class

Equity

Fund Issuer

Caldwell

Domicile

CA

ISIN

CA1292472018

CUSIP

129247201

NAV Currency

CAD

Expense Ratio

0.9%

Assets Under Management

$43.88M

NAV

$17.10 CAD

Average Volume

170

Inception Date

March 11, 2020

Asset Class

Equity

Fund Issuer

Caldwell

Domicile

CA

ISIN

CA1292472018

CUSIP

129247201

NAV Currency

CAD

Data last updated: Sep 15, 2026, 07:10 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is UDA.TO?

Caldwell US Dividend Advantage Fund (UDA.TO) is a Equity fund from Caldwell, listed since 2020, with $43.9M in assets under management, a 0.90% expense ratio, a NAV of $17.10 CAD.

UDA.TO sector breakdown

  • Industrials 37.39%
  • Financial Services 17.87%
  • Healthcare 17.09%
  • Consumer Cyclical 11.93%
  • Consumer Defensive 4.38%
  • Energy 3.28%
  • Real Estate 2.89%
  • Technology 2.69%

Comparable funds

  • BRKY.NEBerkshire Hathaway (BRK) Yield Shares Purpose ETF
  • EQCL.TOGlobal X Enhanced All-Equity Asset Allocation Covered Call ETF
  • FHQ.TOFirst Trust AlphaDEX U.S. Technology Sector Index ETF
  • GCNS.TOiShares ESG Conservative Balanced ETF Portfolio
  • HDGE.TOAccelerate Absolute Return Hedge Fund
  • HIG.TOBrompton Global Healthcare Income & Growth ETF
  • LLHE.TOHarvest Eli Lilly Enhanced High Income Shares ETF
  • PMM.TOPurpose Multi-Strategy Market Neutral Fund