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AOHY
Upturn stock ratingUpturn stock rating

Angel Oak High Yield Opportunities ETF (AOHY)

Upturn stock ratingUpturn stock rating
$11.13
Last Close (24-hour delay)
Profit since last BUY2.2%
upturn advisory
Consider higher Upturn Star rating
BUY since 41 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

07/10/2025: AOHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 5.57%
Avg. Invested days 51
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/10/2025

Key Highlights

Volume (30-day avg) -
Beta 0.58
52 Weeks Range 10.22 - 11.17
Updated Date 06/30/2025
52 Weeks Range 10.22 - 11.17
Updated Date 06/30/2025

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Angel Oak High Yield Opportunities ETF

ETF Overview

overview logo Overview

The Angel Oak High Yield Opportunities ETF (ANGL) is an actively managed ETF focusing on high-yield corporate debt. It seeks to generate current income and capital appreciation through investing in a diversified portfolio of high-yield bonds and other fixed-income securities.

reliability logo Reputation and Reliability

Angel Oak Capital Advisors is an investment management firm with a focus on fixed income and alternative credit strategies.

reliability logo Management Expertise

Angel Oak's management team possesses significant experience in fixed-income investing and credit analysis.

Investment Objective

overview logo Goal

Seeks to generate current income and capital appreciation.

Investment Approach and Strategy

Strategy: Actively managed, investing in high-yield corporate bonds and other fixed-income securities.

Composition Primarily high-yield corporate bonds with allocations to other fixed income assets.

Market Position

Market Share: Insufficient data to provide accurate market share.

Total Net Assets (AUM): 1040000000

Competitors

overview logo Key Competitors

  • HYG
  • JNK
  • SPHY

Competitive Landscape

The high-yield corporate bond ETF market is competitive, with large passively managed funds (HYG, JNK) dominating. ANGL differentiates itself through active management, potentially offering better risk-adjusted returns. ANGL's active strategy gives it the flexibility to adjust its portfolio based on market conditions, but this can come at a higher cost compared to passive ETFs.

Financial Performance

Historical Performance: Historical performance data is available from fund literature, but detailed data is not provided here.

Benchmark Comparison: Benchmark comparison requires access to fund literature and performance data.

Expense Ratio: 0.55

Liquidity

Average Trading Volume

The average trading volume is moderate, but fluctuates depending on market conditions.

Bid-Ask Spread

The bid-ask spread is typically competitive for actively traded ETFs, but can widen during periods of market volatility.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, and credit spreads are key factors affecting high-yield bond performance. Specific sector trends can also influence performance.

Growth Trajectory

Growth depends on investor demand for high-yield exposure and the fund's ability to deliver competitive returns. Active management strategies will influence holding changes.

Moat and Competitive Advantages

Competitive Edge

ANGL's competitive advantage lies in its active management approach, which allows it to potentially outperform passive high-yield ETFs. Angel Oak's expertise in the high yield market may lead to better security selection. The fund focuses on identifying opportunities within the high-yield market that may be overlooked by passive strategies. This active approach aims to provide better risk-adjusted returns for investors seeking high-yield exposure. Furthermore, the fund's holdings might be more focused in particular areas of the high yield sector, further giving an opportunity to outperform.

Risk Analysis

Volatility

High-yield bonds are generally more volatile than investment-grade bonds, and the ETF's volatility will reflect this.

Market Risk

Market risk includes interest rate risk, credit risk (default risk of issuers), and liquidity risk.

Investor Profile

Ideal Investor Profile

Investors seeking current income and capital appreciation through high-yield bonds, with a moderate to high risk tolerance.

Market Risk

Suitable for long-term investors who understand the risks of high-yield debt and are seeking income generation.

Summary

ANGL is an actively managed high-yield ETF aiming for current income and capital appreciation. Its active management provides flexibility, potentially outperforming passive strategies. The fund invests primarily in high-yield corporate bonds. The ETF is most suitable for investors with a moderate to high risk tolerance seeking income generation. The fund's success is reliant on the active management team to generate high quality alpha.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Angel Oak Capital Advisors Website

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market data can change rapidly.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Angel Oak High Yield Opportunities ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

In pursuing its investment objective, the fund will, under normal circumstances, invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities rated below investment grade (measured at the time of purchase). The fund is non-diversified.