FYX vs CARY
Comparison between FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX, ETF) and Angel Oak Income ETF (CARY, ETF).
FYX vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FYX
$1B
CARY
$1B
Expense Ratio
Winner
FYX
0.58%
CARY
0.79%
Max Drawdown
FYX
62.06%
Winner
CARY
1.68%
Sharpe Ratio
Winner
FYX
2.15
CARY
1.91
5Y Beta
FYX
1.01
Winner
CARY
0.02
P/E Ratio
FYX
26.47
CARY
N/A
Forward P/E
FYX
13.31
CARY
N/A
5Y Dividends CAGR
FYX
9.09%
CARY
N/A
5Y EPS CAGR
FYX
6.54%
CARY
N/A
P/S Ratio
FYX
1.18
CARY
N/A
P/B Ratio
FYX
1.72
CARY
N/A
FYX vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FYX
+7.35%
CARY
+0.55%
3M
Winner
FYX
+7.69%
CARY
+0.75%
6M
Winner
FYX
+24.17%
CARY
+2.63%
1Y
Winner
FYX
+48.81%
CARY
+7.14%
5Y(CAGR)
FYX
+8.46%
CARY
N/A
10Y(CAGR)
FYX
+12.64%
CARY
N/A
Max(CAGR)
Winner
FYX
+9.12%
CARY
+6.22%
FYX vs CARY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FYX | CARY |
|---|---|---|
| 2026 | +17.61% | +1.78% |
| 2025 | +12.89% | +7.69% |
| 2024 | +12.88% | -0.74% |
| 2023 | +18.62% | N/A |
| 2022 | -19.12% | N/A |
| 2021 | +28.79% | N/A |
| 2020 | +19.53% | N/A |
| 2019 | +20.24% | N/A |
| 2018 | -11.31% | N/A |
| 2017 | +13.62% | N/A |
| 2016 | +26.06% | N/A |
| 2015 | -8.43% | N/A |
| 2014 | +2.64% | N/A |
| 2013 | +39.11% | N/A |
| 2012 | +14.16% | N/A |
| 2011 | -2.46% | N/A |
| 2010 | +24.45% | N/A |
| 2009 | +34.42% | N/A |
| 2008 | -33.33% | N/A |
| 2007 | -10.31% | N/A |
FYX vs CARY Drawdown Comparison
The maximum drawdown for FYX was -61.80%, occurring on Mar 9, 2009. Recovery took 874 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current FYX drawdown is -0.55%. The current CARY drawdown is -0.04%.
| Rank | FYX | CARY |
|---|---|---|
| #1 | -61.80% Jul 17, 2007 - Jan 3, 2011 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -48.82% Aug 31, 2018 - Nov 16, 2020 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -27.91% Nov 25, 2024 - Sep 18, 2025 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -27.25% Nov 8, 2021 - Jul 16, 2024 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -26.98% Jul 7, 2011 - Feb 2, 2012 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -25.45% Jun 23, 2015 - Nov 14, 2016 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -14.30% Jul 3, 2014 - Feb 13, 2015 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -13.82% Mar 26, 2012 - Sep 13, 2012 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -11.05% Sep 14, 2012 - Jan 2, 2013 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -10.21% Jun 8, 2021 - Oct 25, 2021 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -9.39% Apr 29, 2011 - Jul 7, 2011 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -9.32% Jan 23, 2018 - May 16, 2018 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -9.27% Jul 26, 2024 - Sep 19, 2024 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -8.84% Mar 15, 2021 - Jun 8, 2021 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -8.23% Dec 26, 2013 - Mar 4, 2014 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between FYX and CARY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2007 - 2026)
FYX vs CARY dividend yield comparison.
| Year | FYX | CARY |
|---|---|---|
| 2026 | 0.15% | 1.67% |
| 2025 | 0.64% | 6.13% |
| 2024 | 1.62% | 0.42% |
| 2023 | 1.22% | 0.00% |
| 2022 | 0.95% | 0.00% |
| 2021 | 0.99% | 0.00% |
| 2020 | 0.65% | 0.00% |
| 2019 | 1.12% | 0.00% |
| 2018 | 1.08% | 0.00% |
| 2017 | 0.60% | 0.00% |
| 2016 | 0.94% | 0.00% |
| 2015 | 0.88% | 0.00% |
| 2014 | 0.58% | 0.00% |
| 2013 | 0.35% | 0.00% |
| 2012 | 1.92% | 0.00% |
| 2011 | 0.20% | 0.00% |
| 2010 | 0.39% | 0.00% |
| 2009 | 0.28% | 0.00% |
| 2008 | 0.56% | 0.00% |
| 2007 | 0.15% | 0.00% |
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