CARY vs SFGV
Comparison between Angel Oak Income ETF (CARY, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
CARY vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1.10B
SFGV
$1.10B
Expense Ratio
CARY
0.79%
Winner
SFGV
0.33%
Max Drawdown
Winner
CARY
1.68%
SFGV
15.68%
Sharpe Ratio
Winner
CARY
1.83
SFGV
1.81
5Y Beta
Winner
CARY
0.02
SFGV
0.68
P/E Ratio
CARY
N/A
SFGV
21.85
Forward P/E
CARY
N/A
SFGV
15.93
5Y EPS CAGR
CARY
N/A
SFGV
10.53%
Debt to Equity
CARY
N/A
SFGV
-24.35%
P/S Ratio
CARY
N/A
SFGV
1.61
P/B Ratio
CARY
N/A
SFGV
3.38
CARY vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
CARY
+0.45%
Winner
SFGV
+1.83%
3M
Winner
CARY
+0.72%
SFGV
-1.30%
6M
CARY
+2.44%
Winner
SFGV
+11.23%
1Y
CARY
+7.40%
Winner
SFGV
+24.63%
Max(CAGR)
CARY
+6.15%
Winner
SFGV
+17.07%
CARY vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CARY | SFGV |
|---|---|---|
| 2026 | +1.73% | +8.52% |
| 2025 | +7.69% | +19.10% |
| 2024 | -0.74% | +10.72% |
CARY vs SFGV 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 SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current CARY drawdown is -0.09%. The current SFGV drawdown is -1.53%.
| Rank | CARY | SFGV |
|---|---|---|
| #1 | -1.28% Mar 2, 2026 - Mar 27, 2026 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -1.27% Dec 30, 2024 - Feb 14, 2025 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -1.15% Apr 3, 2025 - May 30, 2025 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.42% Oct 28, 2025 - Nov 25, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -0.29% Mar 4, 2025 - Apr 1, 2025 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.26% Jan 14, 2026 - Jan 23, 2026 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -0.26% Nov 28, 2025 - Dec 16, 2025 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.24% Dec 23, 2024 - Dec 30, 2024 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.24% Sep 11, 2025 - Oct 1, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.19% Feb 14, 2025 - Feb 21, 2025 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.19% Oct 2, 2025 - Oct 14, 2025 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -0.17% Jul 22, 2025 - Jul 29, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.15% May 30, 2025 - Jun 10, 2025 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -0.14% Apr 1, 2025 - Apr 3, 2025 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between CARY and SFGV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
CARY vs SFGV dividend yield comparison.
| Year | CARY | SFGV |
|---|---|---|
| 2026 | 1.67% | 0.26% |
| 2025 | 6.13% | 2.52% |
| 2024 | 0.42% | 2.23% |
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