BBC vs CARZ
Comparison between VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF) and FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF).
5-Year PerformanceCARZ has outperformed BBC, delivering a return of +14.5% compared to +4.4%
BBC vs CARZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BBC
$46M
CARZ
$46M
Expense Ratio
Winner
BBC
0.65%
CARZ
0.70%
Max Drawdown
BBC
77.16%
Winner
CARZ
53.93%
Sharpe Ratio
Winner
BBC
2.54
CARZ
1.48
5Y Beta
Winner
BBC
1.18
CARZ
1.49
P/E Ratio
Winner
BBC
-6.26
CARZ
110.74
Forward P/E
BBC
N/A
CARZ
20.08
PEG Ratio
BBC
N/A
CARZ
0.21
5Y Dividends CAGR
BBC
N/A
CARZ
34.06%
5Y EPS CAGR
BBC
N/A
CARZ
23.94%
Debt to Equity
BBC
-0.02%
CARZ
N/A
P/S Ratio
BBC
15.29
Winner
CARZ
3.03
P/B Ratio
Winner
BBC
3.25
CARZ
6.85
BBC vs CARZ - Holdings Comparison
BBC and CARZ have 1 common holdings. Overlap is 0.00%
BBC's top 25 holdings weight is 23.56%. CARZ's top 25 holdings weight is 71.59%.
| Rank | BBC | CARZ |
|---|---|---|
| #1 | FIRST TRACKS BIOTHERAPEUTICS INC (TRAX) - 1.29% | MICRON TECHNOLOGY INC (MU) - 9.09% |
| #2 | n/a (DFTX) - 1.16% | ADVANCED MICRO DEVICES INC (AMD) - 8.15% |
| #3 | REGENXBIO INC (RGNX) - 1.16% | INTEL CORP (INTC) - 7.51% |
| #4 | MONOPAR THERAPEUTICS INC (MNPR) - 1.15% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.20% |
| #5 | MBX BIOSCIENCES INC (MBX) - 1.08% | n/a (TSM) - 4.34% |
| #6 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 1.03% | TESLA INC (TSLA) - 4.04% |
| #7 | APOGEE THERAPEUTICS INC (APGE) - 0.96% | ALPHABET INC CLASS A (GOOGL) - 3.73% |
| #8 | ERASCA INC (ERAS) - 0.95% | APPLE INC (AAPL) - 3.69% |
| #9 | DAMORA THERAPEUTICS INC ORDINARY SHARES (DMRA) - 0.94% | NVIDIA CORP (NVDA) - 3.61% |
| #10 | UNIQURE NV (QURE) - 0.94% | MICROSOFT CORP (MSFT) - 3.32% |
| #11 | ZENAS BIOPHARMA INC (ZBIO) - 0.94% | MAXLINEAR INC (MXL) - 2.38% |
| #12 | JADE BIOSCIENCES INC (JBIO) - 0.90% | TEXAS INSTRUMENTS INC (TXN) - 2.27% |
| #13 | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.89% | MARVELL TECHNOLOGY INC (MRVL) - 2.17% |
| #14 | PALVELLA THERAPEUTICS INC (PVLA) - 0.88% | QUALCOMM INC (QCOM) - 1.65% |
| #15 | ANNEXON INC ORDINARY SHARES (ANNX) - 0.87% | ANALOG DEVICES INC (ADI) - 1.62% |
| #16 | ATAIBECKLEY INC (ATAI) - 0.86% | SCHNEIDER ELECTRIC SE (n/a) - 1.53% |
| #17 | MAPLIGHT THERAPEUTICS INC (MPLT) - 0.85% | TOYOTA MOTOR CORP (n/a) - 1.26% |
| #18 | NEUROGENE INC (NGNE) - 0.85% | INFINEON TECHNOLOGIES AG (n/a) - 1.02% |
| #19 | ORIC PHARMACEUTICALS INC (ORIC) - 0.85% | CUMMINS INC (CMI) - 0.82% |
| #20 | SOLID BIOSCIENCES INC (SLDB) - 0.85% | AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 0.81% |
| #21 | ROCKET PHARMACEUTICALS INC (RCKT) - 0.84% | STMICROELECTRONICS NV ADR (STM) - 0.71% |
| #22 | BIOHAVEN LTD (BHVN) - 0.83% | ALLEGRO MICROSYSTEMS INC ORDINARY SHARES (ALGM) - 0.69% |
| #23 | SANA BIOTECHNOLOGY INC ORDINARY SHARES (SANA) - 0.83% | SITIME CORP ORDINARY SHARES (SITM) - 0.67% |
| #24 | n/a (FDMT) - 0.83% | RENESAS ELECTRONICS CORP (n/a) - 0.67% |
| #25 | DYNE THERAPEUTICS INC ORDINARY SHARES (DYN) - 0.83% | AMS-OSRAM AG (n/a) - 0.64% |
| Total Holdings | 132 | 103 |
BBC vs CARZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBC
+12.27%
CARZ
+4.21%
3M
Winner
BBC
+28.57%
CARZ
-11.32%
6M
Winner
BBC
+30.43%
CARZ
+17.55%
1Y
Winner
BBC
+152.09%
CARZ
+59.70%
5Y(CAGR)
BBC
+4.38%
Winner
CARZ
+14.49%
10Y(CAGR)
BBC
+11.48%
Winner
CARZ
+14.30%
Max(CAGR)
BBC
+7.02%
Winner
CARZ
+10.33%
BBC vs CARZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BBC | CARZ |
|---|---|---|
| 2026 | +48.18% | +31.76% |
| 2025 | +61.24% | +38.39% |
| 2024 | -1.80% | +6.21% |
| 2023 | -0.08% | +43.01% |
| 2022 | -37.30% | -32.84% |
| 2021 | -22.69% | +17.65% |
| 2020 | +32.55% | +52.44% |
| 2019 | +58.55% | +12.28% |
| 2018 | -20.74% | -24.52% |
| 2017 | +56.63% | +23.29% |
| 2016 | -33.53% | +0.23% |
| 2015 | +2.81% | -0.33% |
| 2014 | +3.90% | -2.57% |
| 2013 | N/A | +35.73% |
| 2012 | N/A | +25.00% |
| 2011 | N/A | -24.17% |
BBC vs CARZ Drawdown Comparison
The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.
The current BBC drawdown is -7.23%. The current CARZ drawdown is -14.24%.
| Rank | BBC | CARZ |
|---|---|---|
| #1 | -76.85% Feb 8, 2021 - Apr 8, 2025 | -51.18% Jan 23, 2018 - Nov 5, 2020 |
| #2 | -58.50% Jul 17, 2015 - Dec 23, 2019 | -40.33% Nov 4, 2021 - Jul 2, 2025 |
| #3 | -40.47% Dec 24, 2019 - May 11, 2020 | -33.03% Jul 7, 2011 - Mar 11, 2013 |
| #4 | -16.61% Jun 23, 2020 - Nov 27, 2020 | -31.17% Apr 27, 2015 - Sep 19, 2017 |
| #5 | -15.83% Mar 19, 2015 - May 29, 2015 | -21.44% Jun 2, 2026 - Jul 29, 2026 |
| #6 | -8.39% May 22, 2020 - Jun 19, 2020 | -16.13% Jul 3, 2014 - Apr 10, 2015 |
| #7 | -8.23% Dec 23, 2020 - Jan 14, 2021 | -14.44% Feb 25, 2026 - Apr 13, 2026 |
| #8 | -8.03% Jan 27, 2015 - Feb 18, 2015 | -10.94% May 21, 2013 - Jul 12, 2013 |
| #9 | -7.85% Jun 23, 2015 - Jul 13, 2015 | -10.49% Oct 29, 2025 - Dec 10, 2025 |
| #10 | -6.59% Dec 19, 2014 - Jan 2, 2015 | -9.92% Jun 4, 2021 - Oct 22, 2021 |
| #11 | -5.64% May 11, 2020 - May 18, 2020 | -9.89% Apr 5, 2021 - Jun 1, 2021 |
| #12 | -5.48% Jan 19, 2021 - Feb 2, 2021 | -8.51% Jan 22, 2014 - Mar 6, 2014 |
| #13 | -5.30% Jan 14, 2015 - Jan 27, 2015 | -8.12% Feb 9, 2021 - Apr 5, 2021 |
| #14 | -3.64% Jun 5, 2015 - Jun 22, 2015 | -7.14% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -3.01% Jan 5, 2015 - Jan 8, 2015 | -6.94% Mar 31, 2014 - Jun 26, 2014 |
Correlation
Correlation between BBC and CARZ is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2011 - 2025)
BBC vs CARZ dividend yield comparison.
| Year | BBC | CARZ |
|---|---|---|
| 2025 | 1.70% | 2.13% |
| 2024 | 1.00% | 1.17% |
| 2023 | 0.34% | 1.40% |
| 2022 | 0.00% | 1.59% |
| 2021 | 0.00% | 2.25% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 3.23% |
| 2018 | 0.00% | 2.85% |
| 2017 | 2.09% | 2.11% |
| 2016 | 0.00% | 2.47% |
| 2015 | 0.51% | 1.64% |
| 2014 | 0.00% | 1.70% |
| 2013 | 0.00% | 0.73% |
| 2012 | 0.00% | 0.78% |
| 2011 | 0.00% | 0.31% |
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