DUSA vs CARY

Comparison between DAVIS SELECT U.S. EQUITY ETF (DUSA, ETF) and Angel Oak Income ETF (CARY, ETF).

DUSA vs CARY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUSA(ETF)	CARY(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.59%	0.79%
Max Drawdown	36.71%	1.68%
Sharpe Ratio	1.91	1.91
5Y Beta	0.89	0.02
P/E Ratio	30.55	N/A
Forward P/E	14.06	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	26.88%	N/A
5Y EPS CAGR	9.62%	N/A
Debt to Equity	54.79%	N/A
P/S Ratio	1.08	N/A
P/B Ratio	1.93	N/A

Net Assets

DUSA

$1B

CARY

$1B

Expense Ratio

Winner

DUSA

0.59%

CARY

0.79%

Max Drawdown

DUSA

36.71%

Winner

CARY

1.68%

Sharpe Ratio

DUSA

1.91

Winner

CARY

1.91

5Y Beta

DUSA

0.89

Winner

CARY

0.02

P/E Ratio

DUSA

30.55

CARY

N/A

Forward P/E

DUSA

14.06

CARY

N/A

PEG Ratio

DUSA

0.36

CARY

N/A

5Y Dividends CAGR

DUSA

26.88%

CARY

N/A

5Y EPS CAGR

DUSA

9.62%

CARY

N/A

Debt to Equity

DUSA

54.79%

CARY

N/A

P/S Ratio

DUSA

1.08

CARY

N/A

P/B Ratio

DUSA

1.93

CARY

N/A

DUSA vs CARY - Historical Returns

Returns include dividend reinvestment.

Period	DUSA	CARY
1 month	+6.84%	+0.55%
3 months	+4.24%	+0.75%
6 months	+17.52%	+2.63%
1 year	+32.12%	+7.14%
5 years(CAGR)	+10.77%	N/A
10 years(CAGR)	+13.12%	N/A
Max(CAGR)	+13.12%	+6.22%

Winner

DUSA

+6.84%

CARY

+0.55%

Winner

DUSA

+4.24%

CARY

+0.75%

Winner

DUSA

+17.52%

CARY

+2.63%

Winner

DUSA

+32.12%

CARY

+7.14%

5Y(CAGR)

DUSA

+10.77%

CARY

N/A

10Y(CAGR)

DUSA

+13.12%

CARY

N/A

Max(CAGR)

Winner

DUSA

+13.12%

CARY

+6.22%

DUSA vs CARY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DUSA	CARY
2026	+9.35%	+1.78%
2025	+22.66%	+7.69%
2024	+20.23%	-0.74%
2023	+32.93%	N/A
2022	-20.61%	N/A
2021	+19.30%	N/A
2020	+12.51%	N/A
2019	+28.87%	N/A
2018	-12.36%	N/A
2017	+16.91%	N/A

DUSA vs CARY Drawdown Comparison

The maximum drawdown for DUSA was -36.71%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current CARY drawdown is -0.04%.

Rank	DUSA	CARY
#1	-36.71% Feb 19, 2020 - Nov 9, 2020	-1.28% Mar 2, 2026 - Mar 27, 2026
#2	-30.48% Jan 12, 2022 - Dec 18, 2023	-1.27% Dec 30, 2024 - Feb 14, 2025
#3	-24.72% Aug 29, 2018 - Nov 4, 2019	-1.15% Apr 3, 2025 - May 30, 2025
#4	-16.82% Feb 13, 2025 - Jun 27, 2025	-0.42% Oct 28, 2025 - Nov 25, 2025
#5	-11.18% Jan 26, 2018 - Jul 24, 2018	-0.29% Jun 30, 2025 - Jul 21, 2025
#6	-10.08% Jul 16, 2024 - Oct 14, 2024	-0.29% Mar 4, 2025 - Apr 1, 2025
#7	-8.14% Jun 1, 2021 - Jan 11, 2022	-0.26% Jan 14, 2026 - Jan 23, 2026
#8	-7.59% Feb 9, 2026 - Apr 17, 2026	-0.26% Nov 28, 2025 - Dec 16, 2025
#9	-6.97% Dec 2, 2024 - Jan 23, 2025	-0.24% Dec 23, 2024 - Dec 30, 2024
#10	-5.09% Jan 20, 2021 - Feb 4, 2021	-0.24% Sep 11, 2025 - Oct 1, 2025
#11	-5.04% Apr 1, 2024 - May 15, 2024	-0.19% Feb 14, 2025 - Feb 21, 2025
#12	-4.73% Sep 18, 2025 - Oct 27, 2025	-0.19% Oct 2, 2025 - Oct 14, 2025
#13	-4.49% Oct 27, 2025 - Nov 25, 2025	-0.17% Jul 22, 2025 - Jul 29, 2025
#14	-4.18% Jul 3, 2025 - Aug 13, 2025	-0.15% May 30, 2025 - Jun 10, 2025
#15	-4.05% May 7, 2021 - Jun 1, 2021	-0.14% Apr 1, 2025 - Apr 3, 2025