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CARY
-0.01 · -0.03%
$20.92 · NASDAQ

Angel Oak Income ETF (CARY) ETF Analysis | Multisector Bond

Angel Oak · USA
AUM:$1.1B
#– of – in Multisector Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is CARY?

The fund invests primarily in agency and non-agency RMBS, CMBS, CLOs, CDOs, CMOs, CBOs, ABS, including securities or securitizations backed by assets such as unsecured consumer loans, credit card receivables, student loans, automobile loans, loans financing solar energy systems, and residential and commercial real estate, and other debt securitizations; mortgage loans, secured and unsecured consumer loans, commercial loans and pools of such loans; corporate debt; and U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
CARY returned 7.2% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 0.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.1B
Expense Ratio0.79%
Dividend Yield5.83%
Holdings1
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderAngel Oak
Beta0.44
CategoryMultisector Bond
CurrencyUSD
Portfolio Impact

How would CARY affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.1%
1Y
+2.8%
3Y
+21.0%
5Y
+40.4%
OpenBook InsightIf you had invested £10,000 in CARY 5 years ago, it would have grown to £14,042 — a gain of £4,042.

Annual Returns

Calendar year performance

CARY delivered positive returns in 5 of the last 5 calendar years.
YearCARY
2026 YTD+0.7%
2025+7.7%
2024+7.6%
2023+8.8%
2022+0.7%
CAGR 4yr+6.1%
5/5 positive yearsAvg return: +5.1%Worst year: +0.7% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
2.4%
Low
Momentum
-0.2%
30-day change
Support Level
20.62
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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