CPSL vs NUDG

CPSL vs NUDG

Which is better, CPSL or NUDG?

NUDG has been ahead.

NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 83.3%.

Lower Fees: NUDGHigher Returns (1Y): NUDGLess Concentrated: NUDG

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

MetricCPSLNUDG
Expense Ratio0.79%0.61%Best
AUM$158M$6.2B
Dividend Yield0.00%0.50%
Holdings1443
YTD Return+4.30%Best+2.67%
1Y Return+5.70%-
Top 10 Weight83.3%42.3%Best
Fund FamilyCalamos InvestmentsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 9, 2024Jun 2, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CPSL vs NUDG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare CPSL against instead:CPSL vs SPYCPSL vs QQQCPSL vs VOOCPSL vs VTINUDG against:NUDG vs VXUS

CPSL vs NUDG Performance

Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) is an ETF from Calamos Investments and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, CPSL is up 4.30% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

CPSL charges 0.79% per year while NUDG charges 0.61%. On a $10,000 position that is $79 vs $61 annually, a gap of $18 per year that compounds over a long holding period. On income, CPSL currently yields 0.00% against 0.50% for NUDG.

Holdings Overlap

We hold position weights for 12 holdings in CPSL and 42 in NUDG, totalling 99.9% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 12 positions we hold weights for in CPSL and 42 in NUDG, against full books of 14 and 43.

What only one of them owns

Our book lists 41 positions for NUDG that do not appear in our book for CPSL (94.5% of the fund), and 12 for CPSL that do not appear in NUDG (99.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of CPSL and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CPSLNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CPSL or NUDG?

CPSL has an expense ratio of 0.79% while NUDG charges 0.61%. NUDG is the cheaper option, by $18 a year on a $10,000 investment.

Which pays a higher dividend, CPSL or NUDG?

CPSL yields 0.00% while NUDG yields 0.50%, so NUDG currently pays the higher dividend yield.

Is NUDG better than CPSL?

NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 83.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.