CARY vs BBAG
Comparison between Angel Oak Income ETF (CARY, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).
CARY vs BBAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1B
Winner
BBAG
$1.10B
Expense Ratio
CARY
0.79%
Winner
BBAG
0.03%
Max Drawdown
Winner
CARY
1.68%
BBAG
23.99%
Sharpe Ratio
Winner
CARY
1.91
BBAG
0.36
5Y Beta
Winner
CARY
0.02
BBAG
0.04
5Y Dividends CAGR
CARY
N/A
BBAG
13.34%
CARY vs BBAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CARY
+0.55%
BBAG
+0.02%
3M
Winner
CARY
+0.75%
BBAG
+0.06%
6M
Winner
CARY
+2.63%
BBAG
+0.89%
1Y
Winner
CARY
+7.14%
BBAG
+5.56%
5Y(CAGR)
CARY
N/A
BBAG
+0.09%
Max(CAGR)
Winner
CARY
+6.22%
BBAG
+1.92%
CARY vs BBAG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CARY | BBAG |
|---|---|---|
| 2026 | +1.78% | +0.60% |
| 2025 | +7.69% | +7.20% |
| 2024 | -0.74% | +1.62% |
| 2023 | N/A | +4.81% |
| 2022 | N/A | -12.62% |
| 2021 | N/A | -1.75% |
| 2020 | N/A | +6.90% |
| 2019 | N/A | +8.08% |
| 2018 | N/A | +1.00% |
CARY vs BBAG 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 BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current CARY drawdown is -0.04%. The current BBAG drawdown is -2.52%.
| Rank | CARY | BBAG |
|---|---|---|
| #1 | -1.28% Mar 2, 2026 - Mar 27, 2026 | -18.74% Aug 6, 2020 - Oct 21, 2022 |
| #2 | -1.27% Dec 30, 2024 - Feb 14, 2025 | -9.69% Mar 9, 2020 - Jun 10, 2020 |
| #3 | -1.15% Apr 3, 2025 - May 30, 2025 | -2.18% Sep 4, 2019 - Jan 22, 2020 |
| #4 | -0.42% Oct 28, 2025 - Nov 25, 2025 | -0.90% Jan 3, 2019 - Jan 31, 2019 |
| #5 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -0.88% Jul 3, 2019 - Aug 1, 2019 |
| #6 | -0.29% Mar 4, 2025 - Apr 1, 2025 | -0.78% Mar 27, 2019 - May 13, 2019 |
| #7 | -0.26% Jan 14, 2026 - Jan 23, 2026 | -0.74% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -0.26% Nov 28, 2025 - Dec 16, 2025 | -0.63% Aug 15, 2019 - Aug 27, 2019 |
| #9 | -0.24% Dec 23, 2024 - Dec 30, 2024 | -0.60% Feb 26, 2019 - Mar 7, 2019 |
| #10 | -0.24% Sep 11, 2025 - Oct 1, 2025 | -0.43% Jan 31, 2019 - Feb 7, 2019 |
| #11 | -0.19% Feb 14, 2025 - Feb 21, 2025 | -0.43% Dec 19, 2018 - Dec 28, 2018 |
| #12 | -0.19% Oct 2, 2025 - Oct 14, 2025 | -0.39% Feb 8, 2019 - Feb 19, 2019 |
| #13 | -0.17% Jul 22, 2025 - Jul 29, 2025 | -0.31% May 15, 2019 - May 23, 2019 |
| #14 | -0.15% May 30, 2025 - Jun 10, 2025 | -0.29% Jun 11, 2020 - Jun 19, 2020 |
| #15 | -0.14% Apr 1, 2025 - Apr 3, 2025 | -0.27% Jun 3, 2019 - Jun 13, 2019 |
Correlation
Correlation between CARY and BBAG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2018 - 2026)
CARY vs BBAG dividend yield comparison.
| Year | CARY | BBAG |
|---|---|---|
| 2026 | 1.67% | 1.41% |
| 2025 | 6.13% | 4.29% |
| 2024 | 0.42% | 4.25% |
| 2023 | 0.00% | 3.60% |
| 2022 | 0.00% | 2.23% |
| 2021 | 0.00% | 1.44% |
| 2020 | 0.00% | 2.26% |
| 2019 | 0.00% | 2.92% |
| 2018 | 0.00% | 0.16% |
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