CARK vs PMO

Comparison between CASTLEARK LARGE GROWTH ETF (CARK, ETF) and Putnam Municipal Opportunities Trust (PMO, ETF).

CARK vs PMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARK(ETF)	PMO(ETF)
Net Assets	$309M	$310M
Expense Ratio	0.54%	N/A
Max Drawdown	25.24%	44.44%
Sharpe Ratio	0.80	0.90
5Y Beta	1.21	0.19
P/E Ratio	36.14	N/A
Forward P/E	27.47	N/A
PEG Ratio	0.48	N/A
5Y Dividends CAGR	N/A	-7.33%
5Y EPS CAGR	43.83%	N/A
Debt to Equity	43.19%	N/A
P/S Ratio	9.80	N/A
P/B Ratio	14.11	N/A

Net Assets

CARK

$309M

Winner

PMO

$310M

Expense Ratio

CARK

0.54%

PMO

N/A

Max Drawdown

Winner

CARK

25.24%

PMO

44.44%

Sharpe Ratio

CARK

0.80

Winner

PMO

0.90

5Y Beta

CARK

1.21

Winner

PMO

0.19

P/E Ratio

CARK

36.14

PMO

N/A

Forward P/E

CARK

27.47

PMO

N/A

PEG Ratio

CARK

0.48

PMO

N/A

5Y Dividends CAGR

CARK

N/A

PMO

-7.33%

5Y EPS CAGR

CARK

43.83%

PMO

N/A

Debt to Equity

CARK

43.19%

PMO

N/A

P/S Ratio

CARK

9.80

PMO

N/A

P/B Ratio

CARK

14.11

PMO

N/A

CARK vs PMO - Historical Returns

Returns include dividend reinvestment.

Period	CARK	PMO
1 month	+1.23%	+1.26%
3 months	+8.69%	-1.13%
6 months	+4.88%	+0.93%
1 year	+17.50%	+11.67%
5 years(CAGR)	N/A	-1.40%
10 years(CAGR)	N/A	+2.50%
Max(CAGR)	+18.27%	+5.13%

CARK

+1.23%

Winner

PMO

+1.26%

Winner

CARK

+8.69%

PMO

-1.13%

Winner

CARK

+4.88%

PMO

+0.93%

Winner

CARK

+17.50%

PMO

+11.67%

5Y(CAGR)

CARK

N/A

PMO

-1.40%

10Y(CAGR)

CARK

N/A

PMO

+2.50%

Max(CAGR)

Winner

CARK

+18.27%

PMO

+5.13%

CARK vs PMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CARK	PMO
2026	+4.53%	-0.39%
2025	+10.53%	+9.91%
2024	+28.67%	+2.45%
2023	+3.57%	-3.28%
2022	N/A	-19.78%
2021	N/A	+9.37%
2020	N/A	+9.03%
2019	N/A	+21.21%
2018	N/A	-4.43%
2017	N/A	+8.53%
2016	N/A	+2.30%
2015	N/A	+8.40%
2014	N/A	+18.82%
2013	N/A	-14.31%
2012	N/A	+12.61%
2011	N/A	+22.64%
2010	N/A	+4.65%
2009	N/A	+34.84%
2008	N/A	-17.87%
2007	N/A	-1.05%
2006	N/A	+10.34%
2005	N/A	-0.56%
2004	N/A	+0.91%
2003	N/A	+15.65%
2002	N/A	+1.00%
2001	N/A	+3.07%
2000	N/A	+18.39%
1999	N/A	-11.15%

CARK vs PMO Drawdown Comparison

The maximum drawdown for CARK was -25.22%, occurring on Apr 8, 2025. Recovery took 154 trading sessions.

The maximum drawdown for PMO was -36.47%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The current CARK drawdown is -4.93%. The current PMO drawdown is -13.98%.

Rank	CARK	PMO
#1	-25.22% Dec 11, 2024 - Jul 28, 2025	-36.47% Dec 23, 2021 - Oct 23, 2023
#2	-16.50% Oct 29, 2025 - May 6, 2026	-30.16% Apr 3, 2007 - Sep 3, 2009
#3	-14.79% Jul 10, 2024 - Dec 2, 2024	-26.06% Feb 25, 2020 - Jul 17, 2020
#4	-7.76% Mar 21, 2024 - May 21, 2024	-22.27% Nov 30, 2012 - Jan 15, 2015
#5	-4.93% Jun 1, 2026 - Jun 5, 2026	-15.92% Oct 18, 2010 - Aug 17, 2011
#6	-3.36% Feb 9, 2024 - Feb 22, 2024	-14.04% Aug 22, 2016 - Feb 14, 2019
#7	-3.31% Oct 9, 2025 - Oct 27, 2025	-13.12% Apr 1, 2004 - Oct 27, 2006
#8	-2.92% Dec 28, 2023 - Jan 10, 2024	-12.90% Nov 5, 1999 - Jul 11, 2000
#9	-2.69% May 14, 2026 - May 28, 2026	-10.47% Oct 7, 2002 - May 6, 2003
#10	-2.64% Sep 22, 2025 - Oct 6, 2025	-10.09% Sep 18, 2001 - Sep 4, 2002
#11	-2.58% Jun 18, 2024 - Jul 2, 2024	-8.71% Aug 18, 2021 - Dec 20, 2021
#12	-2.53% Aug 14, 2025 - Aug 28, 2025	-7.75% Jul 7, 2003 - Dec 18, 2003
#13	-2.42% Jul 28, 2025 - Aug 6, 2025	-7.05% Aug 5, 2020 - Dec 15, 2020
#14	-2.30% May 28, 2024 - Jun 5, 2024	-6.52% Feb 2, 2015 - Oct 21, 2015
#15	-2.24% Aug 28, 2025 - Sep 9, 2025	-5.79% Jul 8, 2016 - Aug 17, 2016

Correlation

Correlation between CARK and PMO is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2000 - 2026)

CARK vs PMO dividend yield comparison.

Year	CARK	PMO
2026	0.00%	1.89%
2025	0.01%	4.25%
2024	0.02%	4.15%
2023	0.00%	4.64%
2022	0.00%	5.87%
2021	0.00%	4.42%
2020	0.00%	4.65%
2019	0.00%	4.85%
2018	0.00%	5.55%
2017	0.00%	5.26%
2016	0.00%	5.89%
2015	0.00%	5.81%
2014	0.00%	5.95%
2013	0.00%	6.35%
2012	0.00%	5.82%
2011	0.00%	6.48%
2010	0.00%	7.32%
2009	0.00%	6.70%
2008	0.00%	7.36%
2007	0.00%	5.10%
2006	0.00%	5.04%
2005	0.00%	6.25%
2004	0.00%	7.59%
2003	0.00%	7.25%
2002	0.00%	7.47%
2001	0.00%	7.09%
2000	0.00%	2.91%