CARY vs FXO
Comparison between Angel Oak Income ETF (CARY, ETF) and FIRST TRUST FINANCIALS ALPHADEX FUND (FXO, ETF).
CARY vs FXO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1.10B
FXO
$1.10B
Expense Ratio
CARY
0.79%
Winner
FXO
0.60%
Max Drawdown
Winner
CARY
1.68%
FXO
72.24%
Sharpe Ratio
Winner
CARY
1.83
FXO
0.65
5Y Beta
Winner
CARY
0.02
FXO
0.93
P/E Ratio
CARY
N/A
FXO
10.58
Forward P/E
CARY
N/A
FXO
9.74
PEG Ratio
CARY
N/A
FXO
0.06
5Y Dividends CAGR
CARY
N/A
FXO
7.96%
5Y EPS CAGR
CARY
N/A
FXO
15.87%
Debt to Equity
CARY
N/A
FXO
54.77%
P/S Ratio
CARY
N/A
FXO
1.70
P/B Ratio
CARY
N/A
FXO
1.36
CARY vs FXO - Historical Returns
Returns include dividend reinvestment.
1M
CARY
+0.45%
Winner
FXO
+1.24%
3M
Winner
CARY
+0.72%
FXO
-2.54%
6M
Winner
CARY
+2.44%
FXO
+1.68%
1Y
CARY
+7.40%
Winner
FXO
+10.49%
5Y(CAGR)
CARY
N/A
FXO
+8.23%
10Y(CAGR)
CARY
N/A
FXO
+12.32%
Max(CAGR)
CARY
+6.15%
Winner
FXO
+7.96%
CARY vs FXO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CARY | FXO |
|---|---|---|
| 2026 | +1.73% | -2.36% |
| 2025 | +7.69% | +13.88% |
| 2024 | -0.74% | +27.24% |
| 2023 | N/A | +9.08% |
| 2022 | N/A | -9.62% |
| 2021 | N/A | +39.47% |
| 2020 | N/A | +5.64% |
| 2019 | N/A | +26.07% |
| 2018 | N/A | -11.40% |
| 2017 | N/A | +17.18% |
| 2016 | N/A | +20.31% |
| 2015 | N/A | +1.29% |
| 2014 | N/A | +9.86% |
| 2013 | N/A | +36.94% |
| 2012 | N/A | +19.02% |
| 2011 | N/A | -8.70% |
| 2010 | N/A | +18.07% |
| 2009 | N/A | +30.70% |
| 2008 | N/A | -37.89% |
| 2007 | N/A | -20.20% |
CARY vs FXO 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 FXO was -71.30%, occurring on Mar 6, 2009. Recovery took 1480 trading sessions.
The current CARY drawdown is -0.09%. The current FXO drawdown is -4.73%.
| Rank | CARY | FXO |
|---|---|---|
| #1 | -1.28% Mar 2, 2026 - Mar 27, 2026 | -71.30% May 24, 2007 - Apr 11, 2013 |
| #2 | -1.27% Dec 30, 2024 - Feb 14, 2025 | -48.55% Feb 20, 2020 - Dec 4, 2020 |
| #3 | -1.15% Apr 3, 2025 - May 30, 2025 | -28.81% Jan 11, 2022 - Mar 20, 2024 |
| #4 | -0.42% Oct 28, 2025 - Nov 25, 2025 | -21.48% Sep 20, 2018 - Jul 12, 2019 |
| #5 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -21.35% Nov 25, 2024 - Aug 13, 2025 |
| #6 | -0.29% Mar 4, 2025 - Apr 1, 2025 | -19.26% Aug 10, 2015 - Aug 5, 2016 |
| #7 | -0.26% Jan 14, 2026 - Jan 23, 2026 | -11.72% Feb 6, 2026 - Mar 27, 2026 |
| #8 | -0.26% Nov 28, 2025 - Dec 16, 2025 | -9.66% Jan 26, 2018 - Aug 20, 2018 |
| #9 | -0.24% Dec 23, 2024 - Dec 30, 2024 | -9.32% Jun 1, 2021 - Aug 25, 2021 |
| #10 | -0.24% Sep 11, 2025 - Oct 1, 2025 | -9.12% Nov 3, 2021 - Jan 11, 2022 |
| #11 | -0.19% Feb 14, 2025 - Feb 21, 2025 | -8.14% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -0.19% Oct 2, 2025 - Oct 14, 2025 | -8.13% Jul 24, 2019 - Nov 4, 2019 |
| #13 | -0.17% Jul 22, 2025 - Jul 29, 2025 | -7.51% Mar 28, 2024 - May 15, 2024 |
| #14 | -0.15% May 30, 2025 - Jun 10, 2025 | -7.20% Sep 2, 2014 - Oct 31, 2014 |
| #15 | -0.14% Apr 1, 2025 - Apr 3, 2025 | -7.14% Sep 19, 2025 - Dec 10, 2025 |
Correlation
Correlation between CARY and FXO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
CARY vs FXO dividend yield comparison.
| Year | CARY | FXO |
|---|---|---|
| 2026 | 1.67% | 0.80% |
| 2025 | 6.13% | 1.78% |
| 2024 | 0.42% | 1.97% |
| 2023 | 0.00% | 2.98% |
| 2022 | 0.00% | 2.49% |
| 2021 | 0.00% | 1.91% |
| 2020 | 0.00% | 2.60% |
| 2019 | 0.00% | 1.72% |
| 2018 | 0.00% | 2.60% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.35% |
| 2015 | 0.00% | 1.51% |
| 2014 | 0.00% | 1.54% |
| 2013 | 0.00% | 1.21% |
| 2012 | 0.00% | 1.88% |
| 2011 | 0.00% | 2.49% |
| 2010 | 0.00% | 1.27% |
| 2009 | 0.00% | 1.06% |
| 2008 | 0.00% | 2.35% |
| 2007 | 0.00% | 1.32% |
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