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Screener

UYLD vs CARY

Angel Oak Ultrashort Income ETF vs Angel Oak Income ETF

UYLD

Angel Oak Ultrashort Income ETF

Annual cost

0.34%

Fund size

$1.5B

CARY

Angel Oak Income ETF

Annual cost

0.79%

Fund size

$1.2B

Key differences

Both UYLD and CARY are fixed income ETFs. UYLD charges 0.34% a year and CARY 0.79%. The main difference: UYLD follows a index tracking strategy; CARY uses active selection.

  • UYLD follows a index tracking strategy; CARY uses active selection.
  • UYLD costs 0.45% less per year.
  • Over the last three years, CARY has delivered higher annualized returns.

Side-by-side comparison

UYLDCARY
Annual cost (TER)0.34%0.79%
Fund size (AUM)$1.5B$1.2B
Since20222022
Dividend yield4.72%5.68%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.8%+6.1%
CAGR 3Y+6.0%+7.4%
CAGR 5YN/AN/A
Sharpe 3Y3.191.30
Volatility 1Y0.54%1.95%
Max drawdown-0.41%-1.69%

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

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