CARY vs UNIY
Comparison between ANGEL OAK INCOME ETF (CARY, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
CARY vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARY
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
CARY
0.79%
Winner
UNIY
0.15%
Max Drawdown
Winner
CARY
3.73%
UNIY
8.35%
Sharpe Ratio
Winner
CARY
1.40
UNIY
0.32
5Y Beta
Winner
CARY
0.01
UNIY
0.06
CARY vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
CARY
+0.49%
Winner
UNIY
+0.72%
3M
Winner
CARY
+1.15%
UNIY
+1.03%
6M
Winner
CARY
+2.15%
UNIY
+0.75%
1Y
Winner
CARY
+6.24%
UNIY
+4.66%
Max(CAGR)
Winner
CARY
+7.14%
UNIY
+4.06%
CARY vs UNIY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CARY | UNIY |
|---|---|---|
| 2026 | +2.01% | +0.70% |
| 2025 | +7.69% | +7.33% |
| 2024 | +6.98% | +2.22% |
| 2023 | +8.75% | +3.91% |
| 2022 | +0.70% | N/A |
CARY vs UNIY Drawdown Comparison
The maximum drawdown for CARY was -1.96%, occurring on Jan 14, 2025. Recovery took 104 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current CARY drawdown is -0.19%. The current UNIY drawdown is -0.94%.
| Rank | CARY | UNIY |
|---|---|---|
| #1 | -1.96% Sep 24, 2024 - Feb 25, 2025 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -1.31% Mar 28, 2024 - May 7, 2024 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -1.28% Mar 2, 2026 - May 29, 2026 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -1.15% Apr 3, 2025 - May 30, 2025 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -1.08% Feb 3, 2023 - Mar 15, 2023 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -0.95% Sep 14, 2023 - Nov 2, 2023 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -0.92% Jan 12, 2024 - Jan 31, 2024 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -0.92% Feb 1, 2024 - Mar 8, 2024 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -0.73% Mar 8, 2024 - Mar 27, 2024 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -0.72% May 12, 2023 - Jun 15, 2023 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -0.61% Mar 24, 2023 - Apr 4, 2023 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -0.59% Jul 3, 2023 - Jul 13, 2023 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -0.56% Dec 27, 2022 - Jan 9, 2023 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -0.54% Apr 5, 2023 - May 4, 2023 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -0.52% Nov 14, 2023 - Nov 17, 2023 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between CARY and UNIY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
CARY vs UNIY dividend yield comparison.
| Year | CARY | UNIY |
|---|---|---|
| 2026 | 2.10% | 1.92% |
| 2025 | 6.13% | 4.95% |
| 2024 | 6.10% | 4.86% |
| 2023 | 6.38% | 3.99% |
| 2022 | 0.48% | 0.00% |
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