CARY vs. BOXX
Compare and contrast key facts about Angel Oak Income ETF (CARY) and Alpha Architect 1-3 Month Box ETF (BOXX).
CARY and BOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CARY is an actively managed fund by Angel Oak. It was launched on Nov 7, 2022. BOXX is an actively managed fund by Alpha Architect. It was launched on Dec 27, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CARY or BOXX.
Correlation
The correlation between CARY and BOXX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CARY vs. BOXX - Performance Comparison
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Key characteristics
CARY:
2.63
BOXX:
13.55
CARY:
4.46
BOXX:
36.44
CARY:
1.56
BOXX:
10.54
CARY:
4.49
BOXX:
45.12
CARY:
11.64
BOXX:
555.51
CARY:
0.65%
BOXX:
0.01%
CARY:
2.72%
BOXX:
0.37%
CARY:
-1.68%
BOXX:
-0.12%
CARY:
-0.34%
BOXX:
0.00%
Returns By Period
In the year-to-date period, CARY achieves a 2.06% return, which is significantly higher than BOXX's 1.66% return.
CARY
2.06%
0.41%
2.78%
7.10%
N/A
N/A
BOXX
1.66%
0.32%
2.28%
4.85%
N/A
N/A
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CARY vs. BOXX - Expense Ratio Comparison
CARY has a 0.80% expense ratio, which is higher than BOXX's 0.20% expense ratio.
Risk-Adjusted Performance
CARY vs. BOXX — Risk-Adjusted Performance Rank
CARY
BOXX
CARY vs. BOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Income ETF (CARY) and Alpha Architect 1-3 Month Box ETF (BOXX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CARY vs. BOXX - Dividend Comparison
CARY's dividend yield for the trailing twelve months is around 6.56%, more than BOXX's 0.26% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
CARY Angel Oak Income ETF | 6.56% | 6.69% | 6.38% | 0.48% |
BOXX Alpha Architect 1-3 Month Box ETF | 0.26% | 0.26% | 0.00% | 0.00% |
Drawdowns
CARY vs. BOXX - Drawdown Comparison
The maximum CARY drawdown since its inception was -1.68%, which is greater than BOXX's maximum drawdown of -0.12%. Use the drawdown chart below to compare losses from any high point for CARY and BOXX. For additional features, visit the drawdowns tool.
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Volatility
CARY vs. BOXX - Volatility Comparison
Angel Oak Income ETF (CARY) has a higher volatility of 0.78% compared to Alpha Architect 1-3 Month Box ETF (BOXX) at 0.11%. This indicates that CARY's price experiences larger fluctuations and is considered to be riskier than BOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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