CARY vs. IBHF
Compare and contrast key facts about Angel Oak Income ETF (CARY) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF).
CARY and IBHF 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. IBHF is an actively managed fund by iShares. It was launched on Nov 10, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CARY or IBHF.
Correlation
The correlation between CARY and IBHF is 0.06, 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. IBHF - Performance Comparison
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Key characteristics
CARY:
2.63
IBHF:
2.63
CARY:
4.46
IBHF:
3.81
CARY:
1.56
IBHF:
1.62
CARY:
4.49
IBHF:
3.34
CARY:
11.64
IBHF:
21.84
CARY:
0.65%
IBHF:
0.39%
CARY:
2.72%
IBHF:
3.17%
CARY:
-1.68%
IBHF:
-11.19%
CARY:
-0.34%
IBHF:
-0.09%
Returns By Period
In the year-to-date period, CARY achieves a 2.06% return, which is significantly lower than IBHF's 2.36% return.
CARY
2.06%
0.41%
2.78%
7.10%
N/A
N/A
IBHF
2.36%
1.26%
3.22%
8.33%
N/A
N/A
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CARY vs. IBHF - Expense Ratio Comparison
CARY has a 0.80% expense ratio, which is higher than IBHF's 0.35% expense ratio.
Risk-Adjusted Performance
CARY vs. IBHF — Risk-Adjusted Performance Rank
CARY
IBHF
CARY vs. IBHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Income ETF (CARY) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF). 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. IBHF - Dividend Comparison
CARY's dividend yield for the trailing twelve months is around 6.56%, less than IBHF's 6.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
CARY Angel Oak Income ETF | 6.56% | 6.69% | 6.38% | 0.48% | 0.00% | 0.00% |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 6.90% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% |
Drawdowns
CARY vs. IBHF - Drawdown Comparison
The maximum CARY drawdown since its inception was -1.68%, smaller than the maximum IBHF drawdown of -11.19%. Use the drawdown chart below to compare losses from any high point for CARY and IBHF. For additional features, visit the drawdowns tool.
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Volatility
CARY vs. IBHF - Volatility Comparison
The current volatility for Angel Oak Income ETF (CARY) is 0.78%, while iShares iBonds 2026 Term High Yield and Income ETF (IBHF) has a volatility of 0.96%. This indicates that CARY experiences smaller price fluctuations and is considered to be less risky than IBHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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