SYSB vs CARY
Comparison between iShares U.S. Fixed Income Balanced Risk Systematic ETF (SYSB, ETF) and Angel Oak Income ETF (CARY, ETF).
SYSB vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SYSB
$1B
CARY
$1B
Expense Ratio
Winner
SYSB
0.25%
CARY
0.79%
Max Drawdown
SYSB
22.37%
Winner
CARY
1.68%
Sharpe Ratio
SYSB
0.80
Winner
CARY
1.91
5Y Beta
SYSB
0.09
Winner
CARY
0.02
5Y Dividends CAGR
SYSB
13.60%
CARY
N/A
SYSB vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
SYSB
+0.08%
Winner
CARY
+0.55%
3M
SYSB
-0.13%
Winner
CARY
+0.75%
6M
SYSB
+1.06%
Winner
CARY
+2.63%
1Y
SYSB
+6.83%
Winner
CARY
+7.14%
5Y(CAGR)
SYSB
+1.63%
CARY
N/A
10Y(CAGR)
SYSB
+2.42%
CARY
N/A
Max(CAGR)
SYSB
+2.44%
Winner
CARY
+6.22%
SYSB vs CARY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SYSB | CARY |
|---|---|---|
| 2026 | +0.55% | +1.78% |
| 2025 | +8.23% | +7.69% |
| 2024 | +6.57% | -0.74% |
| 2023 | +7.83% | N/A |
| 2022 | -13.21% | N/A |
| 2021 | -0.85% | N/A |
| 2020 | +3.08% | N/A |
| 2019 | +10.23% | N/A |
| 2018 | -0.65% | N/A |
| 2017 | +3.68% | N/A |
| 2016 | +5.10% | N/A |
| 2015 | -0.27% | N/A |
SYSB vs CARY Drawdown Comparison
The maximum drawdown for SYSB was -18.48%, occurring on Oct 20, 2022. Recovery took 907 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current SYSB drawdown is -1.33%. The current CARY drawdown is -0.04%.
| Rank | SYSB | CARY |
|---|---|---|
| #1 | -18.48% Sep 15, 2021 - Apr 28, 2025 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -11.71% Mar 4, 2020 - Jul 20, 2020 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -4.39% Sep 27, 2016 - Aug 29, 2017 | -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 | -2.81% Oct 13, 2017 - Jan 24, 2019 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -2.71% Jan 5, 2021 - Aug 3, 2021 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -1.75% Apr 24, 2015 - Mar 14, 2016 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -1.25% Oct 28, 2025 - Nov 26, 2025 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -1.08% Jun 21, 2016 - Aug 4, 2016 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -1.02% Aug 7, 2020 - Nov 30, 2020 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -0.91% Nov 26, 2025 - Jan 5, 2026 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -0.85% Jan 5, 2026 - Feb 9, 2026 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -0.76% Sep 16, 2025 - Oct 14, 2025 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -0.63% Aug 3, 2021 - Sep 2, 2021 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -0.62% Sep 7, 2016 - Sep 22, 2016 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between SYSB and CARY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
SYSB vs CARY dividend yield comparison.
| Year | SYSB | CARY |
|---|---|---|
| 2026 | 1.51% | 1.67% |
| 2025 | 4.78% | 6.13% |
| 2024 | 5.04% | 0.42% |
| 2023 | 4.44% | 0.00% |
| 2022 | 3.27% | 0.00% |
| 2021 | 1.92% | 0.00% |
| 2020 | 2.57% | 0.00% |
| 2019 | 3.27% | 0.00% |
| 2018 | 3.61% | 0.00% |
| 2017 | 2.74% | 0.00% |
| 2016 | 2.92% | 0.00% |
| 2015 | 2.26% | 0.00% |
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