CARY

Angel Oak$20.45-0.03 (-0.15%)
AUM $1.47BER 1.00%NAV $20.47Holdings 640

Price Chart

Key Statistics

Previous Close

$20.48

Day Range

$20.43$20.53

52-Week Range

$20.45$21.10

Avg Volume

394.7K

Dividend Yield

5.91%

Expense Ratio

1.00%

AUM

$1.47B

Shares Outstanding

62.2M

ETF Grades

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Sector Breakdown

SectorWeight %
Basic Materials100.00%

Country Allocation

CountryWeight %
Other81.50%
United States16.17%
Bermuda0.84%
Canada0.46%
Ireland0.39%
Luxembourg0.19%
Cayman Islands0.13%
United Kingdom0.11%
Switzerland0.06%
Netherlands0.05%
Hong Kong0.05%
Singapore0.03%
Barbados0.01%

Fund Information

Issuer
Angel Oak
Inception Date
Nov 7, 2022
Exchange
NASDAQ
Description
The Angel Oak Income ETF (Fund) seeks the best risk-adjusted opportunities in fixed income that offer the potential for both stable income and price appreciation. The team employs a top-down approach to identify relative value opportunities and a bottom-up credit selection process to select individual issues. The primary focus of Fund assets will be within residential mortgage-backed securities, asset-backed securities, commercial mortgage-backed securities and collateralized loan obligations. The managers will invest opportunistically across a wide range of credits and issuer types based on relative value within structured credit.

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XLBState Street Materials Select Sector SPDR ETF$8.45B
COPXGlobal X - Copper Miners ETF$8.43B

The Angel Oak Income ETF (CARY) is an exchange-traded fund issued by Angel Oak that launched on Nov 7, 2022. It currently manages $1.47B in assets under management. The fund charges an expense ratio of 1.00%. The fund holds 640 securities in its portfolio. It falls under the Basic Materials category.

Top 10 holdings represent 15.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1US 5YR NOTE (CBT) Dec265.71%865$90.6M
2US 10YR NOTE (CBT)Dec261.60%239$25.4M
3Freddie Mac Pool 5% 02/01/20561.49%24,780,639$23.6M
4Fannie Mae Pool 5.5% 07/01/20561.43%23,171,756$22.7M
5Fannie Mae or Freddie Mac 6% 10/15/20411.20%19,000,000$19.0M
6Freddie Mac Multifamily Structured Pass Through Certificates 4.1798% 11/25/20350.95%14,999,263$15.0M
7Freddie Mac Multifamily Structured Pass Through Certificates 4.373% 09/25/20350.77%12,799,666$12.3M
8First American Government Obligations Fund 02/01/20300.68%10,831,967$10.8M
9Freddie Mac Multifamily Structured Pass Through Certificates 4.1798% 11/25/20350.63%10,000,000$10.0M
10Freddie Mac Multifamily Structured Pass Through Certificates 4.1798% 04/25/20360.63%10,000,000$10.0M
11Freddie Mac Multifamily Structured Pass Through Certificates 4.1798% 03/25/20360.63%10,000,000$10.0M
12Unlock Hea Trust 2023-1 7% 10/25/20380.62%10,000,000$9.9M
13Fannie Mae Pool 2% 11/01/20530.57%11,698,329$9.0M
14PRET 2025-RPL2 Trust 4% 08/25/20640.56%9,386,000$8.9M
15Fannie Mae Pool 3.5% 12/01/20530.53%9,669,865$8.5M
Page 1 of 13

Detailed Returns

PeriodReturnETF
1D
-0.15%
1W
-0.73%
1M
-1.35%
3M
-1.78%
6M
-2.22%
YTD
-1.85%
1Y
-2.74%
3Y
+1.21%
5Y
+2.07%

Moving Averages

20-Day MA

$20.65

Below 20-Day MA
50-Day MA

$20.69

Below 50-Day MA
200-Day MA

$20.84

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$21.10

Current Price

$20.45

52-Week Low

$20.45

$20.45$21.10

Current Yield

5.91%

Annual Dividend

$0.3815

Frequency

12x/year

Last Ex-Date

Jul 31, 2026

Dividend History

Ex-DateAmountPay Date
Jul 31, 2026$0.1001Aug 3, 2026
Jun 30, 2026$0.1004Jul 1, 2026
May 29, 2026$0.0876Jun 1, 2026
Apr 30, 2026$0.0934May 1, 2026
Mar 31, 2026$0.1070Apr 1, 2026
Mar 31, 2026$0.1070Apr 1, 2026
Feb 27, 2026$0.0798Mar 2, 2026
Jan 30, 2026$0.0685Feb 2, 2026
Dec 31, 2025$0.1785Jan 2, 2026
Dec 31, 2025$0.1784Jan 2, 2026
Nov 28, 2025$0.0914Dec 1, 2025
Oct 31, 2025$0.1015Nov 3, 2025
Oct 31, 2025$0.1015Nov 3, 2025
Sep 30, 2025$0.1259Oct 1, 2025
Sep 30, 2025$0.1259Oct 1, 2025
Aug 29, 2025$0.0909Sep 2, 2025
Aug 29, 2025$0.0909Sep 2, 2025
Jul 31, 2025$0.1100Aug 1, 2025
Jul 31, 2025$0.1100Aug 1, 2025
Jun 30, 2025$0.0962Jul 1, 2025

Dividend Payments Over Time

Category Comparison

MetricCARYBasic Materials(116 ETFs)Mortgage(72 ETFs)
Fund Info
Expense Ratio1.00%0.62%0.46%
AUM$1.47B$1.43B$2.33B
Dividend Yield5.91%3.50%4.31%
Avg Volume394.7K599.8K346.9K
Holdings640109658
Performance
1-Month Return-1.28%+1.04%-1.68%
6-Month Return-2.20%-1.60%-3.05%
YTD Return-1.85%+10.13%-3.01%
1-Year Return-2.41%+13.21%-3.16%

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