CGW vs CARY
Comparison between INVESCO S&P GLOBAL WATER INDEX ETF (CGW, ETF) and Angel Oak Income ETF (CARY, ETF).
CGW vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGW
$1B
CARY
$1B
Expense Ratio
Winner
CGW
0.58%
CARY
0.79%
Max Drawdown
CGW
61.08%
Winner
CARY
1.68%
Sharpe Ratio
CGW
0.64
Winner
CARY
1.91
5Y Beta
CGW
0.53
Winner
CARY
0.02
P/E Ratio
CGW
25.05
CARY
N/A
Forward P/E
CGW
21.00
CARY
N/A
PEG Ratio
CGW
1.29
CARY
N/A
5Y Dividends CAGR
CGW
11.92%
CARY
N/A
5Y EPS CAGR
CGW
16.16%
CARY
N/A
Debt to Equity
CGW
42.22%
CARY
N/A
P/S Ratio
CGW
3.15
CARY
N/A
P/B Ratio
CGW
3.46
CARY
N/A
CGW vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
CGW
-2.85%
Winner
CARY
+0.55%
3M
CGW
-4.05%
Winner
CARY
+0.75%
6M
CGW
+1.75%
Winner
CARY
+2.63%
1Y
Winner
CGW
+11.19%
CARY
+7.14%
5Y(CAGR)
CGW
+5.66%
CARY
N/A
10Y(CAGR)
CGW
+10.21%
CARY
N/A
Max(CAGR)
Winner
CGW
+7.30%
CARY
+6.22%
CGW vs CARY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CGW | CARY |
|---|---|---|
| 2026 | +1.26% | +1.78% |
| 2025 | +18.94% | +7.69% |
| 2024 | +5.72% | -0.74% |
| 2023 | +15.01% | N/A |
| 2022 | -21.44% | N/A |
| 2021 | +32.39% | N/A |
| 2020 | +15.09% | N/A |
| 2019 | +34.65% | N/A |
| 2018 | -10.29% | N/A |
| 2017 | +26.50% | N/A |
| 2016 | +7.75% | N/A |
| 2015 | -1.33% | N/A |
| 2014 | +4.94% | N/A |
| 2013 | +23.91% | N/A |
| 2012 | +18.86% | N/A |
| 2011 | -8.41% | N/A |
| 2010 | +13.20% | N/A |
| 2009 | +27.61% | N/A |
| 2008 | -39.60% | N/A |
| 2007 | +4.78% | N/A |
CGW vs CARY Drawdown Comparison
The maximum drawdown for CGW was -57.31%, occurring on Mar 9, 2009. Recovery took 1301 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current CGW drawdown is -6.46%. The current CARY drawdown is -0.04%.
| Rank | CGW | CARY |
|---|---|---|
| #1 | -57.31% Oct 31, 2007 - Jan 2, 2013 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -35.72% Feb 19, 2020 - Oct 12, 2020 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -32.74% Dec 31, 2021 - May 15, 2024 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -16.41% Jan 26, 2018 - Mar 18, 2019 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -15.54% May 14, 2015 - Jun 1, 2016 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -14.18% Sep 30, 2024 - May 15, 2025 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -13.69% Jun 20, 2014 - May 14, 2015 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -13.63% Jul 13, 2007 - Oct 12, 2007 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -10.33% Feb 26, 2026 - Mar 20, 2026 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -10.27% May 21, 2013 - Sep 11, 2013 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -8.54% Sep 22, 2016 - Mar 17, 2017 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -8.31% May 21, 2024 - Aug 23, 2024 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -7.96% Sep 2, 2021 - Nov 12, 2021 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -7.48% Jun 23, 2016 - Aug 11, 2016 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -6.81% Oct 24, 2025 - Jan 15, 2026 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between CGW and CARY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
CGW vs CARY dividend yield comparison.
| Year | CGW | CARY |
|---|---|---|
| 2026 | 0.00% | 1.67% |
| 2025 | 1.58% | 6.13% |
| 2024 | 2.27% | 0.42% |
| 2023 | 1.55% | 0.00% |
| 2022 | 1.45% | 0.00% |
| 2021 | 1.59% | 0.00% |
| 2020 | 1.41% | 0.00% |
| 2019 | 1.48% | 0.00% |
| 2018 | 2.14% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 1.65% | 0.00% |
| 2015 | 1.67% | 0.00% |
| 2014 | 1.77% | 0.00% |
| 2013 | 1.52% | 0.00% |
| 2012 | 2.03% | 0.00% |
| 2011 | 2.19% | 0.00% |
| 2010 | 2.01% | 0.00% |
| 2009 | 1.09% | 0.00% |
| 2008 | 8.77% | 0.00% |
| 2007 | 0.42% | 0.00% |
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