SCMC vs. CARY
SCMC (Sterling Capital Multi-Strategy Income ETF) and CARY (Angel Oak Income ETF) are both Multisector Bonds funds. Both are actively managed. Their 0.67 correlation means they have sometimes moved together and sometimes differently. SCMC charges 0.55%/yr vs 0.80%/yr for CARY.
Performance
SCMC vs. CARY - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SCMC having a 2.14% return and CARY slightly lower at 2.09%.
SCMC
- 1D
- 0.12%
- 1M
- -0.01%
- 6M
- 1.42%
- YTD
- 2.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
CARY
- 1D
- 0.00%
- 1M
- -0.26%
- 6M
- 1.29%
- YTD
- 2.09%
- 1Y
- 5.10%
- 3Y*
- 6.95%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.64M | $9.88M | $8.12M | |
| $404.56K | $1.57M | $936.38K |
SCMC vs. CARY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SCMC Sterling Capital Multi-Strategy Income ETF | 2.14% | 0.11% |
CARY Angel Oak Income ETF | 2.09% | 0.45% |
Correlation
The correlation between SCMC and CARY is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.67 |
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Return for Risk
SCMC vs. CARY — Risk / Return Rank
SCMC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CARY
SCMC vs. CARY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Multi-Strategy Income ETF (SCMC) and Angel Oak Income ETF (CARY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCMC | CARY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.59 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.00 | — |
| Martin ratioReturn relative to average drawdown | — | 16.56 | — |
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Drawdowns
SCMC vs. CARY - Drawdown Comparison
The maximum SCMC drawdown since its inception was -1.91%, roughly equal to the maximum CARY drawdown of -1.96%. Use the drawdown chart below to compare losses from any high point for SCMC and CARY.
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Drawdown Indicators
| SCMC | CARY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.91% | -1.96% | +0.05% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.28% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -1.96% | — |
Current DrawdownCurrent decline from peak | -0.22% | -0.41% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -0.32% | -0.32% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.31% | — |
Volatility
SCMC vs. CARY - Volatility Comparison
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Volatility by Period
| SCMC | CARY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.56% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.46% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 1.79% | +0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.71% | 2.71% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.71% | 2.71% | 0.00% |
SCMC vs. CARY - Expense Ratio Comparison
SCMC has a 0.55% expense ratio, which is lower than CARY's 0.80% expense ratio.
Dividends
SCMC vs. CARY - Dividend Comparison
SCMC's dividend yield for the trailing twelve months is around 3.05%, less than CARY's 5.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CARY Angel Oak Income ETF | 5.94% | 6.13% | 6.10% | 6.38% | 0.48% |
SCMC Sterling Capital Multi-Strategy Income ETF | 3.05% | 0.29% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SCMC and CARY have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCMC is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCMC is cheaper with a 0.55% expense ratio, compared with 0.80% for CARY.
CARY has the higher dividend yield at 5.94%, compared with 3.05% for SCMC.
They also come from different issuers: Sterling Capital and Angel Oak. Their fees differ too: 0.55% for SCMC and 0.80% for CARY.
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