CARY vs AVLC
Comparison between Angel Oak Income ETF (CARY, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).
CARY vs AVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1.10B
Winner
AVLC
$1.20B
Expense Ratio
CARY
0.79%
Winner
AVLC
0.15%
Max Drawdown
Winner
CARY
1.68%
AVLC
19.85%
Sharpe Ratio
CARY
1.83
Winner
AVLC
2.15
5Y Beta
Winner
CARY
0.02
AVLC
0.99
P/E Ratio
CARY
N/A
AVLC
25.21
Forward P/E
CARY
N/A
AVLC
18.92
5Y EPS CAGR
CARY
N/A
AVLC
23.48%
P/S Ratio
CARY
N/A
AVLC
2.63
P/B Ratio
CARY
N/A
AVLC
4.38
CARY vs AVLC - Historical Returns
Returns include dividend reinvestment.
1M
CARY
+0.45%
Winner
AVLC
+8.05%
3M
CARY
+0.72%
Winner
AVLC
+7.07%
6M
CARY
+2.44%
Winner
AVLC
+12.49%
1Y
CARY
+7.40%
Winner
AVLC
+31.47%
Max(CAGR)
CARY
+6.15%
Winner
AVLC
+25.30%
CARY vs AVLC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CARY | AVLC |
|---|---|---|
| 2026 | +1.73% | +10.80% |
| 2025 | +7.69% | +17.70% |
| 2024 | -0.74% | +23.60% |
| 2023 | N/A | +12.04% |
CARY vs AVLC Drawdown Comparison
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current CARY drawdown is -0.09%.
| Rank | CARY | AVLC |
|---|---|---|
| #1 | -1.28% Mar 2, 2026 - Mar 27, 2026 | -19.64% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -1.27% Dec 30, 2024 - Feb 14, 2025 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -1.15% Apr 3, 2025 - May 30, 2025 | -8.00% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -0.42% Oct 28, 2025 - Nov 25, 2025 | -6.11% Oct 17, 2023 - Nov 10, 2023 |
| #5 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -5.70% Mar 28, 2024 - May 15, 2024 |
| #6 | -0.29% Mar 4, 2025 - Apr 1, 2025 | -5.18% Oct 29, 2025 - Dec 3, 2025 |
| #7 | -0.26% Jan 14, 2026 - Jan 23, 2026 | -4.82% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -0.26% Nov 28, 2025 - Dec 16, 2025 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -0.24% Dec 23, 2024 - Dec 30, 2024 | -2.80% Dec 11, 2025 - Dec 24, 2025 |
| #10 | -0.24% Sep 11, 2025 - Oct 1, 2025 | -2.56% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -0.19% Feb 14, 2025 - Feb 21, 2025 | -2.44% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -0.19% Oct 2, 2025 - Oct 14, 2025 | -2.18% Dec 28, 2023 - Jan 19, 2024 |
| #13 | -0.17% Jul 22, 2025 - Jul 29, 2025 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -0.15% May 30, 2025 - Jun 10, 2025 | -2.09% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -0.14% Apr 1, 2025 - Apr 3, 2025 | -2.00% Feb 2, 2026 - Feb 6, 2026 |
Correlation
Correlation between CARY and AVLC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
CARY vs AVLC dividend yield comparison.
| Year | CARY | AVLC |
|---|---|---|
| 2026 | 1.67% | 0.18% |
| 2025 | 6.13% | 0.92% |
| 2024 | 0.42% | 1.09% |
| 2023 | 0.00% | 0.38% |
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