BAB vs CARY
Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and Angel Oak Income ETF (CARY, ETF).
BAB vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAB
$1B
CARY
$1B
Expense Ratio
Winner
BAB
0.28%
CARY
0.79%
Max Drawdown
BAB
29.50%
Winner
CARY
1.68%
Sharpe Ratio
BAB
0.54
Winner
CARY
1.91
5Y Beta
BAB
0.03
Winner
CARY
0.02
5Y Dividends CAGR
BAB
3.27%
CARY
N/A
BAB vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
BAB
+0.19%
Winner
CARY
+0.55%
3M
BAB
+0.07%
Winner
CARY
+0.75%
6M
BAB
+0.59%
Winner
CARY
+2.63%
1Y
BAB
+6.84%
Winner
CARY
+7.14%
5Y(CAGR)
BAB
-0.22%
CARY
N/A
10Y(CAGR)
BAB
+2.50%
CARY
N/A
Max(CAGR)
BAB
+4.75%
Winner
CARY
+6.22%
BAB vs CARY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BAB | CARY |
|---|---|---|
| 2026 | +0.56% | +1.78% |
| 2025 | +8.22% | +7.69% |
| 2024 | +1.68% | -0.74% |
| 2023 | +7.83% | N/A |
| 2022 | -18.48% | N/A |
| 2021 | +1.06% | N/A |
| 2020 | +8.66% | N/A |
| 2019 | +10.85% | N/A |
| 2018 | +1.36% | N/A |
| 2017 | +9.76% | N/A |
| 2016 | +4.06% | N/A |
| 2015 | -0.61% | N/A |
| 2014 | +16.75% | N/A |
| 2013 | -5.13% | N/A |
| 2012 | +11.26% | N/A |
| 2011 | +21.17% | N/A |
| 2010 | +9.24% | N/A |
| 2009 | -2.68% | N/A |
BAB vs CARY Drawdown Comparison
The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BAB drawdown is -5.32%. The current CARY drawdown is -0.04%.
| Rank | BAB | CARY |
|---|---|---|
| #1 | -27.80% Mar 9, 2020 - Jan 27, 2021 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -24.94% Aug 3, 2021 - Oct 24, 2022 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -12.13% May 1, 2013 - May 28, 2014 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -8.31% Jul 29, 2016 - Aug 23, 2017 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -7.40% Jan 30, 2015 - Feb 2, 2016 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -6.99% Aug 26, 2010 - May 4, 2011 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -6.51% Aug 4, 2011 - Aug 18, 2011 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -5.52% Oct 3, 2011 - Nov 23, 2011 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -5.40% Jan 27, 2021 - Jul 6, 2021 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -4.65% Jul 25, 2012 - Nov 8, 2012 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -4.26% Aug 28, 2019 - Jan 27, 2020 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -3.75% Dec 29, 2017 - Dec 19, 2018 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -3.62% Nov 30, 2009 - Feb 5, 2010 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -3.20% Mar 7, 2012 - Apr 9, 2012 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -2.95% Sep 22, 2011 - Oct 3, 2011 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between BAB and CARY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2010 - 2026)
BAB vs CARY dividend yield comparison.
| Year | BAB | CARY |
|---|---|---|
| 2026 | 1.36% | 1.67% |
| 2025 | 3.96% | 6.13% |
| 2024 | 3.97% | 0.42% |
| 2023 | 3.65% | 0.00% |
| 2022 | 3.40% | 0.00% |
| 2021 | 2.63% | 0.00% |
| 2020 | 2.96% | 0.00% |
| 2019 | 3.77% | 0.00% |
| 2018 | 4.20% | 0.00% |
| 2017 | 3.96% | 0.00% |
| 2016 | 4.26% | 0.00% |
| 2015 | 4.71% | 0.00% |
| 2014 | 4.59% | 0.00% |
| 2013 | 5.18% | 0.00% |
| 2012 | 4.87% | 0.00% |
| 2011 | 5.21% | 0.00% |
| 2010 | 5.89% | 0.00% |
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