Angel Oak Income ETF

CARY

Market cap $639M

Overview Fund Activity

21.04 USD

+0.01

0.05%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

21.03

-0.01

0.05%

1 day

0.05%

5 days

0.05%

1 month

0.72%

3 months

1.54%

6 months

1.2%

Year to date

2.33%

1 year

-0.99%

5 years

4.99%

10 years

4.99%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

33% more capital invested

Capital invested by funds: $327M [Q1] → $434M (+$107M) [Q2]

24% more funds holding

Funds holding: 54 [Q1] → 67 (+13) [Q2]

2.74% more ownership

Funds ownership: 80.37% [Q1] → 83.11% (+2.74%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

See Fund Rankings

Financial journalist opinion

4 Stronger Alternatives To BND

BND is one of the largest bond ETFs in the market. It tracks a simple bond index, providing investors with diversified, broad-based exposure to these investments. BND compares unfavorably to several of its peers on different grounds, including dividend yield, returns, risk-adjusted returns, and tax benefits.

4 Stronger Alternatives To BND

BINC Vs. CARY: Which Is Best For Income Investors And Retirees?

BINC and CARY are two of my top income ETFs. Both focus on high-quality, short-term bonds, with investments across fixed-income asset classes. BINC stands out for its broad diversification and lower expense ratio.

BINC Vs. CARY: Which Is Best For Income Investors And Retirees?

3 Strong, Diversified Bond ETFs - One Stands Out: BINC, CARY, And CGMS

Some income ETFs offer investors diversified exposure to high-quality bonds across sub-asset classes. Of these, BINC, CARY, and CGMS seem like particularly strong choices, due to their above-average yields and returns, below-average risk and volatility. All are strong, broadly similar choices, with BINC having the most diversified portfolio, CGMS the highest returns, CARY the lowest volatility.

3 Strong, Diversified Bond ETFs - One Stands Out: BINC, CARY, And CGMS

CARY: Make Money While Equities Wobble

The Angel Oak Income ETF focuses on generating high interest income from a portfolio of Agency and Non-Agency MBS bonds. CARY's performance is driven by interest income and has shown resilience against interest rate fluctuations, outperforming peers with an 8.8% total return in the past year. The fund's portfolio is heavily weighted towards RMBS, with most holdings being investment grade, making interest rates the primary risk factor.

CARY: Make Money While Equities Wobble

CARY: Broad Bond ETF, Above-Average Dividend Yield, Below-Average Risk And Volatility

CARY holds a diversified portfolio of bonds, focusing on short-term investment-grade securities, mainly MBS. The fund's active management strategy, including overweighting MBS, has led to higher returns and outperformance compared to its benchmark and most bonds. CARY sports an above-average 5.0% yield, below-average risk and volatility, and has outperformed most peers since inception.

CARY: Broad Bond ETF, Above-Average Dividend Yield, Below-Average Risk And Volatility

CARY: High Yield And Quite Low Risk, But CLO ETFs Look Better

The Angel Oak Income ETF is an actively managed high-yield fund, primarily investing in mortgage-backed securities, collateralized obligations, and asset-backed securities. CARY has a low-risk profile for a high-yield fund, based on credit risk and historical volatility. CARY outperforms the total US bond market and a high-yield bond benchmark in risk-adjusted performance but lags three CLO ETFs.

CARY: High Yield And Quite Low Risk, But CLO ETFs Look Better

Top Dividend ETFs For 2025

On Seeking Alpha, I focus on dividend ETFs targeted towards income investors and retirees. Of these, six currently stand out for their comparatively high yields, strong overall risk-return profile. ETFs vary in risk, from similar to cash, to leveraged high-yield bonds and loans.

Top Dividend ETFs For 2025

The Largest Bond ETFs Are Good, But These ETFs Are Better

The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much better than reasonable. Lots of ETFs offer higher yields, returns, and risk-adjusted returns than these larger ETFs, with extra advantages to boot.

The Largest Bond ETFs Are Good, But These ETFs Are Better

3 Strong Income ETFs, Yields 6.2% - 8.3%

CARY, CLOZ, and CEFS are three of the strongest income ETFs in the market right now. CARY's diversified, high-quality portfolio is perfect for more risk-averse investors. It has a solid 6.2% yield, and outstanding risk-returns. CEFS is much more aggressive, offering a good 7.8% yield, and strong returns. It is riskier than most.

3 Strong Income ETFs, Yields 6.2% - 8.3%

4 Simple, High-Quality Bond ETFs

CGMS, CARY, BINC, and JPIE are diversified, actively managed bond ETFs with above-average yields and returns and below-average risk and volatility. CGMS offers the highest returns and volatility, while CARY provides the best risk-adjusted returns, making it my top choice. BINC has balanced sector exposures with solid returns, and JPIE boasts the highest-quality portfolio but the lowest returns.

4 Simple, High-Quality Bond ETFs

See News Rankings

Charts implemented using Lightweight Charts™