IBDY vs CARY
Comparison between ISHARES IBONDS DEC 2033 TERM CORPORATE ETF (IBDY, ETF) and Angel Oak Income ETF (CARY, ETF).
IBDY vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDY
$1B
CARY
$1B
Expense Ratio
Winner
IBDY
0.10%
CARY
0.79%
Max Drawdown
IBDY
8.56%
Winner
CARY
1.68%
Sharpe Ratio
IBDY
0.73
Winner
CARY
1.91
5Y Beta
IBDY
0.11
Winner
CARY
0.02
IBDY vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
IBDY
+0.19%
Winner
CARY
+0.55%
3M
IBDY
+0.05%
Winner
CARY
+0.75%
6M
IBDY
+1.49%
Winner
CARY
+2.63%
1Y
Winner
IBDY
+7.80%
CARY
+7.14%
Max(CAGR)
IBDY
+6.13%
Winner
CARY
+6.22%
IBDY vs CARY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBDY | CARY |
|---|---|---|
| 2026 | +0.60% | +1.78% |
| 2025 | +9.37% | +7.69% |
| 2024 | +2.41% | -0.74% |
| 2023 | +5.75% | N/A |
IBDY vs CARY Drawdown Comparison
The maximum drawdown for IBDY was -7.52%, occurring on Oct 19, 2023. Recovery took 97 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBDY drawdown is -1.01%. The current CARY drawdown is -0.04%.
| Rank | IBDY | CARY |
|---|---|---|
| #1 | -7.52% Jul 13, 2023 - Nov 29, 2023 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -5.08% Sep 17, 2024 - Jun 12, 2025 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -4.51% Dec 27, 2023 - Jul 11, 2024 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -2.84% Feb 27, 2026 - Mar 27, 2026 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -1.87% Jun 30, 2023 - Jul 12, 2023 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -1.35% Aug 5, 2024 - Aug 14, 2024 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -1.30% Oct 27, 2025 - Nov 26, 2025 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -1.08% Jul 2, 2025 - Jul 29, 2025 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -0.98% Jul 16, 2024 - Jul 30, 2024 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -0.95% Sep 15, 2025 - Oct 14, 2025 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -0.74% Dec 29, 2025 - Feb 5, 2026 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -0.74% Nov 26, 2025 - Dec 24, 2025 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -0.62% Aug 13, 2025 - Aug 22, 2025 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -0.56% Dec 6, 2023 - Dec 12, 2023 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -0.55% Jun 12, 2025 - Jun 23, 2025 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between IBDY and CARY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
IBDY vs CARY dividend yield comparison.
| Year | IBDY | CARY |
|---|---|---|
| 2026 | 1.61% | 1.67% |
| 2025 | 4.87% | 6.13% |
| 2024 | 5.02% | 0.42% |
| 2023 | 2.20% | 0.00% |
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