CARY vs IAI
Comparison between ANGEL OAK INCOME ETF (CARY, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
CARY vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1.30B
IAI
$1.30B
Expense Ratio
CARY
0.80%
Winner
IAI
0.38%
Max Drawdown
Winner
CARY
3.73%
IAI
75.80%
Sharpe Ratio
Winner
CARY
0.67
IAI
0.35
5Y Beta
Winner
CARY
0.02
IAI
1.07
P/E Ratio
CARY
N/A
IAI
21.25
Forward P/E
CARY
N/A
IAI
19.38
PEG Ratio
CARY
N/A
IAI
0.48
5Y Dividends CAGR
CARY
N/A
IAI
12.58%
5Y EPS CAGR
CARY
N/A
IAI
11.97%
Debt to Equity
CARY
N/A
IAI
74.98%
P/S Ratio
CARY
N/A
IAI
3.22
P/B Ratio
CARY
N/A
IAI
3.71
CARY vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CARY
-0.14%
IAI
-1.20%
3M
CARY
+0.64%
Winner
IAI
+5.07%
6M
CARY
+1.34%
Winner
IAI
+5.52%
1Y
CARY
+5.05%
Winner
IAI
+9.10%
5Y(CAGR)
CARY
N/A
IAI
+13.71%
10Y(CAGR)
CARY
N/A
IAI
+18.53%
Max(CAGR)
CARY
+6.99%
Winner
IAI
+8.22%
CARY vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CARY | IAI |
|---|---|---|
| 2026 | +2.31% | +3.58% |
| 2025 | +7.69% | +25.49% |
| 2024 | +6.98% | +35.52% |
| 2023 | +8.75% | +14.79% |
| 2022 | +0.70% | -11.75% |
| 2021 | N/A | +41.17% |
| 2020 | N/A | +17.15% |
| 2019 | N/A | +23.36% |
| 2018 | N/A | -9.42% |
| 2017 | N/A | +27.80% |
| 2016 | N/A | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
CARY vs IAI Drawdown Comparison
The maximum drawdown for CARY was -1.96%, occurring on Jan 14, 2025. Recovery took 104 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current CARY drawdown is -0.19%. The current IAI drawdown is -4.72%.
| Rank | CARY | IAI |
|---|---|---|
| #1 | -1.96% Sep 24, 2024 - Feb 25, 2025 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -1.31% Mar 28, 2024 - May 7, 2024 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -1.28% Mar 2, 2026 - May 29, 2026 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -1.15% Apr 3, 2025 - May 30, 2025 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -1.08% Feb 3, 2023 - Mar 15, 2023 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -0.95% Sep 14, 2023 - Nov 2, 2023 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -0.92% Jan 12, 2024 - Jan 31, 2024 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -0.92% Feb 1, 2024 - Mar 8, 2024 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -0.73% Mar 8, 2024 - Mar 27, 2024 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -0.72% May 12, 2023 - Jun 15, 2023 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -0.61% Mar 24, 2023 - Apr 4, 2023 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -0.59% Jul 3, 2023 - Jul 13, 2023 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -0.56% Dec 27, 2022 - Jan 9, 2023 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -0.54% Apr 5, 2023 - May 4, 2023 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -0.53% Jun 29, 2026 - Jul 23, 2026 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between CARY and IAI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
CARY vs IAI dividend yield comparison.
| Year | CARY | IAI |
|---|---|---|
| 2026 | 3.08% | 0.62% |
| 2025 | 6.13% | 0.95% |
| 2024 | 6.10% | 1.05% |
| 2023 | 6.38% | 1.80% |
| 2022 | 0.48% | 2.14% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 1.52% |
| 2018 | 0.00% | 1.58% |
| 2017 | 0.00% | 1.37% |
| 2016 | 0.00% | 1.49% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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