CAML vs NUGO
Congress Large Cap Growth ETF vs Nuveen Growth Opportunities ETF
Which is better, CAML or NUGO?
NUGO has been ahead.
NUGO has a lower expense ratio. NUGO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 61.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CAML | NUGO |
|---|---|---|
| Expense Ratio | 0.65% | 0.50%Best |
| AUM | $394M | $2.5B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 39 | 46 |
| YTD Return | +6.09% | +9.42%Best |
| 1Y Return | +5.81% | +11.31%Best |
| 3Y Return (annualized) | +16.98% | +23.57%Best |
| 5Y Return (annualized) | - | +12.11% |
| Volatility (annualized) | 14.6%Best | 17.2% |
| Max Drawdown | -21.1%Best | -25.1% |
| $10,000 over 3.1 years | $16,123 | $19,007Best |
| Top 10 Weight | 45.7%Best | 61.9% |
| Fund Family | Congress Asset Management Company | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | Sep 27, 2021 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 22, 2023 to Oct 14, 2026 (3.1 years).
CAML vs NUGO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
CAML vs NUGO Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen. Over the past year CAML returned +5.81% while NUGO returned +11.31%. Year to date, CAML is up 6.09% versus a gain of 9.42% for NUGO.
Over three years, CAML compounded at +16.98% per year against +23.57% for NUGO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUGO has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 14.6% for CAML. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.1% for CAML and -25.1% for NUGO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CAML charges 0.65% per year while NUGO charges 0.50%. On a $10,000 position that is $65 vs $50 annually, a gap of $15 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.00% for NUGO.
Holdings Overlap
63.3% of CAML's money is in holdings NUGO also owns. 71.7% of NUGO's money is in holdings CAML also owns.
Most of NUGO is already inside CAML. Owning both mostly buys the same companies twice.
19 positions in common, counted across the 38 positions we hold weights for in CAML and 43 in NUGO, against full books of 39 and 46.
What only one of them owns
Measured across the 38 and 43 positions we hold weights for.
CAML holds 15 positions NUGO does not, 28.4% of the fund.
Largest: MDB 2.64%, V 2.57%, WELL 2.57%, COST 2.21%, ECL 2.09%
Top Shared Holdings
| Stock | Weight in CAML | Weight in NUGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 15.71% | 7.27% |
| GOOGLAlphabet Inc | 5.48% | 10.15% | 4.67% |
| AAPLApple, Inc | 6.20% | 7.05% | 0.85% |
| MSFTMicrosoft Corp | 6.03% | 7.15% | 1.12% |
| AVGOBroadcom Inc | 4.22% | 5.98% | 1.76% |
| ANETArista Networks Inc Common Stock | 3.41% | 2.29% | 1.12% |
| LLYEli Lilly & Co. | 1.83% | 3.86% | 2.03% |
| MUMicron Technology, Inc. | 2.41% | 3.02% | 0.61% |
| METAMeta Platforms Inc | 3.10% | 2.09% | 1.01% |
| APHAmphenol Corp. Class A | 3.27% | 1.45% | 1.82% |
71.7% of NUGO is already inside CAML.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CAML or NUGO?
CAML has an expense ratio of 0.65% while NUGO charges 0.50%. NUGO is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, CAML or NUGO?
Over the past year CAML returned +5.81% vs +11.31% for NUGO, so NUGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAML or NUGO?
NUGO has been the more volatile fund at 17.2% annualized versus 14.6% for CAML. Worst drawdown: CAML -21.1% vs NUGO -25.1%.
Should I hold both CAML and NUGO?
CAML and NUGO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between CAML and NUGO?
71.7% of NUGO's money is in holdings CAML also owns. 71.7% of NUGO's is in holdings CAML also owns. They hold 19 positions in common, counted across the 38 positions we hold weights for in CAML and 43 in NUGO.
Which pays a higher dividend, CAML or NUGO?
CAML yields 0.00% while NUGO yields 0.00%, so CAML currently pays the higher dividend yield.
Is NUGO better than CAML?
NUGO has a lower expense ratio. NUGO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 61.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.