IBHF vs CARY
Comparison between ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF) and Angel Oak Income ETF (CARY, ETF).
IBHF vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHF
$1B
CARY
$1B
Expense Ratio
Winner
IBHF
0.35%
CARY
0.79%
Max Drawdown
IBHF
15.67%
Winner
CARY
1.68%
Sharpe Ratio
IBHF
0.75
Winner
CARY
1.91
5Y Beta
IBHF
0.10
Winner
CARY
0.02
5Y Dividends CAGR
IBHF
29.72%
CARY
N/A
IBHF vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
IBHF
-0.08%
Winner
CARY
+0.55%
3M
IBHF
+0.13%
Winner
CARY
+0.75%
6M
IBHF
+1.06%
Winner
CARY
+2.63%
1Y
IBHF
+5.13%
Winner
CARY
+7.14%
5Y(CAGR)
IBHF
+4.15%
CARY
N/A
Max(CAGR)
IBHF
+4.74%
Winner
CARY
+6.22%
IBHF vs CARY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBHF | CARY |
|---|---|---|
| 2026 | +0.59% | +1.78% |
| 2025 | +6.49% | +7.69% |
| 2024 | +8.41% | -0.74% |
| 2023 | +10.58% | N/A |
| 2022 | -6.74% | N/A |
| 2021 | +4.60% | N/A |
| 2020 | +2.97% | N/A |
IBHF vs CARY Drawdown Comparison
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBHF drawdown is -0.30%. The current CARY drawdown is -0.04%.
| Rank | IBHF | CARY |
|---|---|---|
| #1 | -11.19% Dec 27, 2021 - Nov 14, 2023 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -2.53% Feb 28, 2025 - Apr 25, 2025 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -1.87% Nov 5, 2021 - Dec 22, 2021 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -1.40% Jan 7, 2021 - Mar 29, 2021 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -1.13% Mar 20, 2024 - May 2, 2024 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -1.09% Jul 6, 2021 - Sep 1, 2021 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -1.08% Dec 27, 2023 - Feb 1, 2024 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -0.79% Sep 15, 2021 - Nov 4, 2021 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -0.69% Dec 6, 2024 - Dec 26, 2024 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -0.66% May 7, 2021 - May 24, 2021 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -0.64% Feb 27, 2026 - Apr 14, 2026 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -0.60% Jul 31, 2024 - Aug 12, 2024 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -0.52% May 15, 2024 - Jun 3, 2024 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -0.52% Oct 27, 2025 - Nov 25, 2025 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -0.51% Feb 1, 2024 - Feb 9, 2024 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between IBHF and CARY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
IBHF vs CARY dividend yield comparison.
| Year | IBHF | CARY |
|---|---|---|
| 2026 | 2.00% | 1.67% |
| 2025 | 6.73% | 6.13% |
| 2024 | 7.17% | 0.42% |
| 2023 | 7.33% | 0.00% |
| 2022 | 6.01% | 0.00% |
| 2021 | 4.55% | 0.00% |
| 2020 | 0.61% | 0.00% |
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