CARYvsAGGETF Comparison
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Angel Oak Income ETF (CARY) and iShares Core U.S. Aggregate Bond ETF (AGG) belong to the same industry segment: US Aggregate Bonds. In contrast, AGG's top sector exposures are Sovereign, Finance and Industrials. CARY is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.03% for AGG. CARY is up 2.01% year-to-date (YTD) with +$699M in YTD flows. AGG performs worse with -0.48% YTD performance, and +$9.38B in YTD flows. Run a side-by-side ETF comparison of CARY and AGG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CARY vs AGG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CARY AGG | +1.43%+2.43% | -0.12%-0.16% | +2.01%-0.48% | +2.96%-0.18% | +22.72%+17.11% | n/a-0.67% |
| Flows | CARY AGG | -$61M+$1.44B | +$31M+$3.81B | +$699M+$9.38B | +$714M+$10.33B | +$1.35B+$47.79B | -+$66.50B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CARY AGG | +2.74%+4.66% | +2.09%+3.96% | +2.45%+4.90% | n/a+5.95% |
| Max drawdown | CARY AGG | -2.15%-3.28% | -2.15%-4.64% | -2.15%-4.86% | n/a-17.35% |
| Max drawdown duration | CARY AGG | 66d66d | 66d243d | 66d284d | n/a1555d |
Trading data
CARY | AGG | |
Last sale 10/30/2026 at 1:30 PM | $20.30 | $96.36 |
| Previous close 10/29/2026 | $20.35 | $96.15 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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CARY
is actively managed and doesn’t replicate an indexCARY | AGG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
CARY | AGG | |
|---|---|---|
| Last price | $20.30 | $96.36 |
| 1D performance | -0.25% | +0.22% |
| AuM | $1.39 B | $139.94 B |
| E/R | 1% | 0.03% |
Characteristics
CARY | AGG | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Angel Oak Capital Advisors | iShares |
| Benchmark | - | Bloomberg US Aggregate Bond Index |
| N° of holdings | - | 10132 |
| Asset class | - | Bonds |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 7, 2022 | September 22, 2003 |
| ESG | No | No |
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Exposure
Countries
CARY
Data will be available soon
AGG
USA
75.61%
Other
24.39%
Sectors
CARY
Data will be available soon
AGG
Sovereign
46.64%
Finance
9.87%
Other
43.49%
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Diversification
CARY
Data will be available soon
AGG
Total weight of top 15 holdings out of 15
8.35%
Top 15 holdings
Data as of January 1, 1970
CARY
Data will be available soon
AGG
BlackRock Cash Funds - Institutional
2.93%
USA, Notes 4% 28feb2030, USD (H-2030)
0.40%
USA, Notes 4.625% 15feb2035, USD (B-2035)
0.40%
USA, Notes 4.375% 15may2036, USD (C-2036)
0.40%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.40%
USA, Notes 4.375% 15may2034, USD (C-2034)
0.40%
USA, Notes 4.25% 15may2035, USD (C-2035)
0.39%
USA, Notes 3.875% 15jul2028, USD (AQ-2028)
0.39%
USA, Notes 3.875% 15aug2034, USD (E-2034)
0.38%
USA, Notes 4.5% 15nov2033, USD (F-2033)
0.38%
USA, Notes 4.125% 15feb2036, USD (B-2036)
0.38%
USA, Notes 4.25% 15aug2035, USD (E-2035)
0.38%
USA, Notes 4% 15nov2035, USD (F-2035)
0.38%
USA, Notes 3.5% 15oct2028, USD (AT-2028)
0.37%
USA, Notes 4% 15feb2034, USD (B-2034)
0.37%
Frequently asked questions about CARY and AGG
How have the CARY and AGG ETFs performed in 2026?
As of October 30, 2026, CARY is up 2.01% year-to-date (YTD), while AGG has lost -0.48%. That puts CARY better performer ahead so far this year.
Which ETF is attracting more investor money: CARY or AGG?
Year-to-date, the CARY ETF saw +$699M in flows, compared to +$9.38B for AGG.
Which ETF is more volatile: CARY or AGG?
Over the past year, CARY had a volatility of 2.09%, while AGG experienced 3.96%.
Which ETF is bigger: CARY or AGG?
As of October 30, 2026, CARY holds $1.39 B in assets under management (AUM), while AGG manages $139.94 B.
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Latest news about CARY & AGG
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