BTZ vs CARY
Comparison between BlackRock Credit Allocation Income Trust (BTZ, ETF) and Angel Oak Income ETF (CARY, ETF).
BTZ vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTZ
$1B
CARY
$1B
Expense Ratio
BTZ
N/A
CARY
0.79%
Max Drawdown
BTZ
80.22%
Winner
CARY
1.68%
Sharpe Ratio
BTZ
0.44
Winner
CARY
1.91
5Y Beta
BTZ
0.34
Winner
CARY
0.02
5Y Dividends CAGR
BTZ
1.61%
CARY
N/A
BTZ vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTZ
+1.89%
CARY
+0.55%
3M
BTZ
-1.37%
Winner
CARY
+0.75%
6M
BTZ
-1.60%
Winner
CARY
+2.63%
1Y
Winner
BTZ
+7.85%
CARY
+7.14%
5Y(CAGR)
BTZ
+1.61%
CARY
N/A
10Y(CAGR)
BTZ
+5.94%
CARY
N/A
Max(CAGR)
BTZ
+3.94%
Winner
CARY
+6.22%
BTZ vs CARY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BTZ | CARY |
|---|---|---|
| 2026 | -0.96% | +1.78% |
| 2025 | +13.25% | +7.69% |
| 2024 | +10.85% | -0.74% |
| 2023 | +11.05% | N/A |
| 2022 | -26.17% | N/A |
| 2021 | +9.80% | N/A |
| 2020 | +13.19% | N/A |
| 2019 | +32.44% | N/A |
| 2018 | -9.09% | N/A |
| 2017 | +8.26% | N/A |
| 2016 | +13.40% | N/A |
| 2015 | +2.09% | N/A |
| 2014 | +6.14% | N/A |
| 2013 | +0.98% | N/A |
| 2012 | +20.64% | N/A |
| 2011 | +7.44% | N/A |
| 2010 | +15.42% | N/A |
| 2009 | +52.40% | N/A |
| 2008 | -44.69% | N/A |
| 2007 | -25.00% | N/A |
| 2006 | +0.20% | N/A |
BTZ vs CARY Drawdown Comparison
The maximum drawdown for BTZ was -74.54%, occurring on Mar 9, 2009. Recovery took 1449 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BTZ drawdown is -2.92%. The current CARY drawdown is -0.04%.
| Rank | BTZ | CARY |
|---|---|---|
| #1 | -74.54% Dec 26, 2006 - Sep 26, 2012 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -35.34% Feb 7, 2020 - Aug 3, 2020 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -34.63% Jul 13, 2021 - Jul 31, 2025 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -13.35% Apr 30, 2013 - Mar 3, 2014 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -12.13% Oct 2, 2017 - Mar 25, 2019 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -9.74% Aug 31, 2016 - Feb 28, 2017 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -9.71% Apr 28, 2015 - Apr 13, 2016 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -9.29% Oct 31, 2025 - Mar 27, 2026 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -6.02% Feb 11, 2021 - May 6, 2021 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -4.56% Nov 2, 2012 - Jan 10, 2013 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -3.99% Aug 7, 2020 - Nov 11, 2020 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -3.92% Feb 28, 2017 - Apr 3, 2017 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -3.53% Oct 23, 2014 - Jan 16, 2015 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -3.35% Jul 14, 2014 - Oct 23, 2014 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -2.45% Jan 18, 2013 - Apr 5, 2013 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between BTZ and CARY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
BTZ vs CARY dividend yield comparison.
| Year | BTZ | CARY |
|---|---|---|
| 2026 | 3.25% | 1.67% |
| 2025 | 9.30% | 6.13% |
| 2024 | 9.63% | 0.42% |
| 2023 | 9.76% | 0.00% |
| 2022 | 9.14% | 0.00% |
| 2021 | 6.69% | 0.00% |
| 2020 | 6.84% | 0.00% |
| 2019 | 6.23% | 0.00% |
| 2018 | 7.19% | 0.00% |
| 2017 | 6.25% | 0.00% |
| 2016 | 6.90% | 0.00% |
| 2015 | 7.83% | 0.00% |
| 2014 | 7.48% | 0.00% |
| 2013 | 7.27% | 0.00% |
| 2012 | 7.13% | 0.00% |
| 2011 | 7.09% | 0.00% |
| 2010 | 8.36% | 0.00% |
| 2009 | 11.60% | 0.00% |
| 2008 | 19.94% | 0.00% |
| 2007 | 10.95% | 0.00% |
Select Stocks to Compare
Popular: BTZ vs SPYCARY vs SPY
More Comparisons
Compare with similar stocks