Caldwell U.S. Dividend Advantage Fund 

C$16.42
0
+C$0.00+0% Monday 17:19

Statistics

Day High
16.42
Day Low
16.42
52W High
18.48
52W Low
15.51
Volume
1,400
Avg. Volume
479
Mkt Cap
0
P/E Ratio
-
Dividend Yield
2.78%
Dividend
0.46

Upcoming

Expense Ratio

0.90%
0%
1%+
The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

2.78%Dividend Yield
Oct 26
C$0.04
Sep 26
C$0.04
Aug 26
C$0.04
Jul 26
C$0.04
Jun 26
C$0.04
10Y Growth
N/A
5Y Growth
N/A
3Y Growth
N/A
1Y Growth
N/A

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.
BlackRock iShares S&P/TSX Canadian Dividend Aristocrats Index
CDZ.TO
Mkt Cap0
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF, focuses on Canadian dividend-paying stocks, similar to UDA.TO.
BlackRock Canada iShares Canadian Select Dividend Index
XDV.TO
Mkt Cap0
iShares Canadian Select Dividend Index ETF, targets high dividend yielding Canadian companies, competing directly in the dividend space.
Vanguard FTSE Canadian High Dividend Yield Index
VDY.TO
Mkt Cap0
Vanguard FTSE Canadian High Dividend Yield Index ETF, offers exposure to Canadian high dividend yielding stocks, aligning with UDA.TO's strategy.
BMO Canadian Dividend (CAD Units)
ZDV.TO
Mkt Cap0
BMO Canadian Dividend ETF, aims to provide income through dividend-paying stocks in Canada, similar to UDA.TO's investment focus.
BetaPro S&P/TSX 60 -2x Daily Bear
HXD.TO
Mkt Cap0
Horizons BetaPro S&P/TSX 60 Bear Plus ETF, provides inverse exposure but competes for investors looking at Canadian market-focused funds.
BlackRock Canada iShares S&P/TSX 60 Index
XIU.TO
Mkt Cap0
iShares S&P/TSX 60 Index ETF, although more broad-market, it includes significant dividend-paying companies competing for similar investment dollars.
BlackRock iShares Core S&P/TSX Capped Composite Index
XIC.TO
Mkt Cap0
iShares Core S&P/TSX Capped Composite Index ETF, covers a broad index but includes many high dividend companies, offering an alternative to UDA.TO.
BMO Covered Call Canadian Banks (CAD Units)
ZWB.TO
Mkt Cap0
BMO Covered Call Canadian Banks ETF, employs a dividend-focused strategy with added option strategy, appealing to similar investors.
iShares Core MSCI Canadian Quality Dividend Index
XDIV.TO
Mkt Cap0
iShares Core MSCI Canadian Quality Dividend Index ETF, focuses on quality dividend-paying stocks in Canada, directly competing with UDA.TO.
BMO S&P/TSX Capped Composite Index (CAD Units)
ZCN.TO
Mkt Cap0
BMO S&P/TSX Capped Composite Index ETF, while broader, it competes for investors interested in Canadian equities including dividends.

Holdings

Regions

Sectors

About

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 potential for future dividend and business growth. A proprietary analysis that combines quantitative and qualitative fundamentals is used for constructing the funds concentrated portfolio. In addition, the fund may write cash-covered put or covered call options to enhance the funds total returns and lower the overall portfolio volatility. UDA is Caldwells offer for ETF investors that seek stable monthly distributions, capital appreciation and long-term risk adjusted returns.
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CEO
Scott Melbye
Employees
11
Country
Canada
ISIN
CA1292472018

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FAQ

What is Caldwell U.S. Dividend Advantage Fund stock price today?▼
The current price of UDA.CN is C$16.42 CAD — it has increased by +0% in the past 24 hours. Watch Caldwell U.S. Dividend Advantage Fund stock price performance more closely on the chart.
What is Caldwell U.S. Dividend Advantage Fund stock ticker?▼
Depending on the exchange, the stock ticker may vary. For instance, on Canadian Securities Exchange exchange Caldwell U.S. Dividend Advantage Fund stocks are traded under the ticker UDA.CN.
Does Caldwell U.S. Dividend Advantage Fund pay dividends?▼
Yes, UDA.CN dividends are paid monthly. The last dividend per share was 0.04 . As of today, Dividend Yield (FWD)% is 2.78%.
How many employees does Caldwell U.S. Dividend Advantage Fund have?▼
As of September 27, 2026, the company has 11 employees.
In which sector is Caldwell U.S. Dividend Advantage Fund located?▼
Caldwell U.S. Dividend Advantage Fund operates in the Finance & Payments sector.
When did Caldwell U.S. Dividend Advantage Fund complete a stock split?▼
Caldwell U.S. Dividend Advantage Fund has not had any recent stock splits.
Where is Caldwell U.S. Dividend Advantage Fund headquartered?▼
Caldwell U.S. Dividend Advantage Fund is headquartered in Toronto, Canada.