Screener
MSTI vs CARY
Madison Short-Term Strategic Income ETF vs Angel Oak Income ETF
Key differences
Both MSTI and CARY are fixed income ETFs. MSTI charges 0.36% a year and CARY 0.79%. The main difference: MSTI costs 0.43% less per year.
- MSTI costs 0.43% less per year.
- CARY is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MSTI | CARY | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.79% |
| Fund size (AUM) | $49M | $1.2B |
| Since | 2023 | 2022 |
| Dividend yield | 5.31% | 5.68% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.2% | +6.1% |
| CAGR 3Y | N/A | +7.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.30 |
| Volatility 1Y | 2.44% | 1.95% |
| Max drawdown | -1.47% | -1.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.