Angel Oak Income ETFCARY

Angel OakIncomeDividend Stocks#349 of 469 by YTD

$20.34

+0.2% last session

+2.2% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Aug 6, 2026 – Nov 4, 2026CARYS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.2%	+1.6%	−0.1%	+2.2%	+3.2%	+22.8%	—	+29.5%
Peer average	+1.3%	+1.1%	−0.2%	+11.0%	+13.9%	+63.0%	+52.8%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $1.4B
Expense ratio: 1.00%
Distribution yield: 5.9%
NAV: $20.31
Volume: 1.9M
Avg. volume 30D: 654K
High today: $20.35
Low today: $20.29
Previous close: $20.29
52-week high: $21.55
52-week low: $20.07
Our risk indicator: 3/5

CARY in One Breath

CARY Among Dividend Stocks ETFs

YTD

#1AMDYYieldMax+91.2%$409M

#2USOYDefiance+58.0%$78.2M

#3DIVBiShares+38.6%$2.3B

#4SCHDSchwab+35.3%$121B

#5XUDVFranklin Templeton+31.1%$79.4M

#6HDViShares+31.0%$16.2B

#7EASYLiberty One+29.9%$67.8M

#8PEYInvesco+29.4%$1.2B

#248CARYAngel Oak+2.2%$1.4B

End-of-day Nov 5, 2026 · 324 Dividend stocks ETFs by YTD

$10,000 in CARY

$10,000 in CARY became

$12,947

In the S&P 500 (VOO)

$21,205

Total return, dividends in · Nov 8, 2022 – Nov 4, 2026 · S&P 500 uses VOO

CARY Returns by Period

Today

YTD

MAX

CARY

+0.2%

+1.6%

−0.1%

+2.2%

+3.2%

+22.8%

—

+29.5%

Peer average

+1.3%

+1.1%

−0.2%

+11.0%

+13.9%

+63.0%

+52.8%

—

S&P 500 · VOO

+1.6%

−1.6%

0.0%

+13.4%

+13.5%

+91.7%

+81.2%

—

End-of-day Nov 5, 2026 · total return, dividends in · peers = 401 Dividend stocks ETFs

CARY’s Income Rank

YTD

#349of 469
income ETFs

Best · MRNY+543.9%

Average+10.0%

CARY+2.2%

Worst · RDYY−51.6%

Income ETFs by YTD return · Nov 5, 2026

CARY Price and 52-Week Range

From the 52-week high

−5.6%

From the 52-week low

+1.3%

Today $20.29 – $20.35

Previous close $20.29

$20.34 now

52-week low$20.0752-week high$21.55

End-of-day Nov 5, 2026 · box = today’s range, dashed = previous close

CARY’s Share of Dividend Stocks ETFs

Today

0.2%

of the $854B in 402 Dividend stocks ETFs

CARY$1.4B0.2%

SCHD$121B14.2%

VIG$109B12.8%

399 others$622B72.8%

Dividend stocks ETF AUM · Nov 5, 2026

CARY Fee per $100 vs Peers

Today

$1.00a year
per $100

$100 a year on $10,000

VIG$0.04

VYM$0.04

SCHD$0.06

DGRO$0.08

CGDV$0.33

CARY$1.00

Expense ratio · Dividend stocks peers · Nov 5, 2026

Inside CARY

823 holdings

CARY

Angel Oak Income ETF

Today

CARY reports no holdings we can show: […]

Angel Oak CARY · holdings

How It Compares

CARY

Angel Oak Income ETF’s Peers

YTD


SCHD	SchwabRead Desk	0.06%	+35.3%	+41.6%	$121.5B
VIG	VanguardRead Desk	0.04%	+16.4%	+18.9%	$109.1B
VYM	VanguardRead Desk	0.04%	+17.2%	+21.2%	$78.9B
DGRO	iSharesRead Desk	0.08%	+20.6%	+24.5%	$45.1B
CGDV	Capital GroupRead Desk	0.33%	+14.6%	+17.5%	$38.8B
CARY	Angel OakThis fundRead Desk	1.00%	+2.2%	+3.2%	$1.4B

Dividend stocks peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put CARY head to head with SCHD →

SCHD vs CARY

YTD

SCHDSchwab · Dividend stocksCARYAngel Oak · Dividend stocks

Year to date

+35.3%

+2.2%

SCHD wins+33.1 pts

Past year

+41.6%

+3.2%

SCHD wins+38.4 pts

Fee

0.06%

1.00%

SCHD winslower fee

Yield

2.9%

5.9%

CARY wins+3.0 pts

AUM

$121B

$1.4B

SCHD87.4× more

3–1SCHD wins

Schwab SCHD and Angel Oak CARY · year-to-date · as of Nov 5, 2026 · AUM not scored

CARY vs VOO

YTD

CARY · Angel Oak Income

+2.2%

VOO · S&P 500

+13.4%

Gap

11.2 pts

Angel Oak CARY and Vanguard VOO · YTD total return · as of Nov 5, 2026

CARY vs Its Peer Average

YTD

CARYAvsBPeer average

1D+0.2%+1.3%

1M+1.6%+1.1%

3M−0.1%−0.2%

YTD+2.2%+11.0%

1Y+3.2%+13.9%

3Y+22.8%+63.0%

5Y[…]+52.8%

2–4Peer average wins

401 Dividend stocks peers · each row scaled to its leader

The Details

CARY

Risk

3/5our risk indicator

CalmerBumpier

Volatility · 1Y2.09%

Deepest drop · 1Y−2.3%

Lowest point · 5Y0.0%

52-week range

$20.34

$20.07−5.6% from the high$21.55

Angel Oak CARY · past-year price moves · as of Nov 5, 2026

CARY

Fund Facts

Today

2022launched Nov 7

Tracks[…]

Exchange · CUSIPNASDAQ · 03463K760

StructureETF

Leverage1x

Cost on $10,000$100 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Angel Oak CARY · fund facts · as of Nov 5, 2026

CARY

Payouts by Year

$0.10per share, Oct 2026

Distribution yield5.9%

PaidEvery month

Latest ex-date · paidOct 30 · Nov 2, 2026

12 payouts added up$1.21 a share

Angel Oak CARY · distributions by ex-date · 2022–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Trading & Liquidity

Net asset value$20.31

Premium / discount[…]

Median spread · 30D[…]

Volume today1.9M

Average volume · 30D654K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio1.00%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$100.00

Our risk indicator3/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Oct 30, 2026	Nov 2, 2026	$0.10
Sep 30, 2026	Oct 1, 2026	$0.10
Aug 31, 2026	Sep 1, 2026	$0.0931
Jul 31, 2026	Aug 3, 2026	$0.10
Jun 30, 2026	Jul 1, 2026	$0.10
May 29, 2026	Jun 1, 2026	$0.0876
Apr 30, 2026	May 1, 2026	$0.0934
Mar 31, 2026	Apr 1, 2026	$0.11
Feb 27, 2026	Mar 2, 2026	$0.0798
Jan 30, 2026	Feb 2, 2026	$0.0685
Dec 31, 2025	Jan 2, 2026	$0.18
Nov 28, 2025	Dec 1, 2025	$0.0914

Issuer contentFrom Angel OakHear the strategy from the people behind CARY.No issuer videos have been published for this fund.Are you the issuer? Claim this fund →