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AOHY vs CARY

Angel Oak High Yield Opportunities ETF vs Angel Oak Income ETF

AOHY

Angel Oak High Yield Opportunities ETF

Annual cost

0.56%

Fund size

$123M

CARY

Angel Oak Income ETF

Annual cost

0.79%

Fund size

$1.2B

Key differences

Both AOHY and CARY are fixed income ETFs. AOHY charges 0.56% a year and CARY 0.79%. The main difference: AOHY costs 0.23% less per year.

  • AOHY costs 0.23% less per year.
  • CARY is much larger than AOHY. Larger funds are usually more liquid and less likely to close.
  • AOHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOHYCARY
Annual cost (TER)0.56%0.79%
Fund size (AUM)$123M$1.2B
Since20092022
Dividend yield6.51%5.68%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.9%+6.1%
CAGR 3YN/A+7.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.30
Volatility 1Y3.19%1.95%
Max drawdown-4.17%-1.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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