CARY vs FGD
Comparison between ANGEL OAK INCOME ETF (CARY, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
CARY vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1.30B
Winner
FGD
$1.40B
Expense Ratio
CARY
0.80%
Winner
FGD
0.55%
Max Drawdown
Winner
CARY
3.73%
FGD
70.20%
Sharpe Ratio
CARY
0.67
Winner
FGD
1.96
5Y Beta
Winner
CARY
0.02
FGD
0.52
5Y Dividends CAGR
CARY
N/A
FGD
10.00%
CARY vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
CARY
-0.14%
Winner
FGD
+6.43%
3M
CARY
+0.64%
Winner
FGD
+4.78%
6M
CARY
+1.34%
Winner
FGD
+7.78%
1Y
CARY
+5.05%
Winner
FGD
+30.11%
5Y(CAGR)
CARY
N/A
FGD
+12.37%
10Y(CAGR)
CARY
N/A
FGD
+10.17%
Max(CAGR)
Winner
CARY
+6.99%
FGD
+6.21%
CARY vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CARY | FGD |
|---|---|---|
| 2026 | +2.31% | +15.65% |
| 2025 | +7.69% | +44.34% |
| 2024 | +6.98% | +6.10% |
| 2023 | +8.75% | +8.21% |
| 2022 | +0.70% | -7.94% |
| 2021 | N/A | +21.01% |
| 2020 | N/A | -5.99% |
| 2019 | N/A | +20.71% |
| 2018 | N/A | -13.23% |
| 2017 | N/A | +16.88% |
| 2016 | N/A | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
CARY vs FGD Drawdown Comparison
The maximum drawdown for CARY was -1.96%, occurring on Jan 14, 2025. Recovery took 104 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current CARY drawdown is -0.19%. The current FGD drawdown is -0.43%.
| Rank | CARY | FGD |
|---|---|---|
| #1 | -1.96% Sep 24, 2024 - Feb 25, 2025 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -1.31% Mar 28, 2024 - May 7, 2024 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -1.28% Mar 2, 2026 - May 29, 2026 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -1.15% Apr 3, 2025 - May 30, 2025 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -1.08% Feb 3, 2023 - Mar 15, 2023 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -0.95% Sep 14, 2023 - Nov 2, 2023 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -0.92% Jan 12, 2024 - Jan 31, 2024 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -0.92% Feb 1, 2024 - Mar 8, 2024 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -0.73% Mar 8, 2024 - Mar 27, 2024 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -0.72% May 12, 2023 - Jun 15, 2023 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -0.61% Mar 24, 2023 - Apr 4, 2023 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -0.59% Jul 3, 2023 - Jul 13, 2023 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -0.56% Dec 27, 2022 - Jan 9, 2023 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -0.54% Apr 5, 2023 - May 4, 2023 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -0.53% Jun 29, 2026 - Jul 23, 2026 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between CARY and FGD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
CARY vs FGD dividend yield comparison.
| Year | CARY | FGD |
|---|---|---|
| 2026 | 3.08% | 1.82% |
| 2025 | 6.13% | 5.62% |
| 2024 | 6.10% | 5.87% |
| 2023 | 6.38% | 6.44% |
| 2022 | 0.48% | 5.74% |
| 2021 | 0.00% | 5.35% |
| 2020 | 0.00% | 6.17% |
| 2019 | 0.00% | 5.19% |
| 2018 | 0.00% | 5.88% |
| 2017 | 0.00% | 4.01% |
| 2016 | 0.00% | 4.36% |
| 2015 | 0.00% | 5.07% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
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