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CARZ vs BBC

Comparison between FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF) and VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF).

5-Year PerformanceCARZ has outperformed BBC, delivering a return of +14.5% compared to +4.4%

CARZ vs BBC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CARZ
$46M
Winner
BBC
$46M
Expense Ratio
CARZ
0.70%
Winner
BBC
0.65%
Max Drawdown
Winner
CARZ
53.93%
BBC
77.16%
Sharpe Ratio
CARZ
1.48
Winner
BBC
2.54
5Y Beta
CARZ
1.49
Winner
BBC
1.18
P/E Ratio
CARZ
110.74
Winner
BBC
-6.26
Forward P/E
CARZ
20.08
BBC
N/A
PEG Ratio
CARZ
0.21
BBC
N/A
5Y Dividends CAGR
CARZ
34.06%
BBC
N/A
5Y EPS CAGR
CARZ
23.94%
BBC
N/A
Debt to Equity
CARZ
N/A
BBC
-0.02%
P/S Ratio
Winner
CARZ
3.03
BBC
15.29
P/B Ratio
CARZ
6.85
Winner
BBC
3.25

CARZ vs BBC - Holdings Comparison

CARZ and BBC have 1 common holdings. Overlap is 0.00%

CARZ's top 25 holdings weight is 71.59%. BBC's top 25 holdings weight is 23.56%.

RankCARZBBC
#1
MICRON TECHNOLOGY INC (MU) - 9.09%
FIRST TRACKS BIOTHERAPEUTICS INC (TRAX) - 1.29%
#2
ADVANCED MICRO DEVICES INC (AMD) - 8.15%
n/a (DFTX) - 1.16%
#3
INTEL CORP (INTC) - 7.51%
REGENXBIO INC (RGNX) - 1.16%
#4
SAMSUNG ELECTRONICS CO LTD (n/a) - 5.20%
MONOPAR THERAPEUTICS INC (MNPR) - 1.15%
#5
n/a (TSM) - 4.34%
MBX BIOSCIENCES INC (MBX) - 1.08%
#6
TESLA INC (TSLA) - 4.04%
SELLAS LIFE SCIENCES GROUP INC (SLS) - 1.03%
#7
ALPHABET INC CLASS A (GOOGL) - 3.73%
APOGEE THERAPEUTICS INC (APGE) - 0.96%
#8
APPLE INC (AAPL) - 3.69%
ERASCA INC (ERAS) - 0.95%
#9
NVIDIA CORP (NVDA) - 3.61%
DAMORA THERAPEUTICS INC ORDINARY SHARES (DMRA) - 0.94%
#10
MICROSOFT CORP (MSFT) - 3.32%
UNIQURE NV (QURE) - 0.94%
#11
MAXLINEAR INC (MXL) - 2.38%
ZENAS BIOPHARMA INC (ZBIO) - 0.94%
#12
TEXAS INSTRUMENTS INC (TXN) - 2.27%
JADE BIOSCIENCES INC (JBIO) - 0.90%
#13
MARVELL TECHNOLOGY INC (MRVL) - 2.17%
NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.89%
#14
QUALCOMM INC (QCOM) - 1.65%
PALVELLA THERAPEUTICS INC (PVLA) - 0.88%
#15
ANALOG DEVICES INC (ADI) - 1.62%
ANNEXON INC ORDINARY SHARES (ANNX) - 0.87%
#16
SCHNEIDER ELECTRIC SE (n/a) - 1.53%
ATAIBECKLEY INC (ATAI) - 0.86%
#17
TOYOTA MOTOR CORP (n/a) - 1.26%
MAPLIGHT THERAPEUTICS INC (MPLT) - 0.85%
#18
INFINEON TECHNOLOGIES AG (n/a) - 1.02%
NEUROGENE INC (NGNE) - 0.85%
#19
CUMMINS INC (CMI) - 0.82%
ORIC PHARMACEUTICALS INC (ORIC) - 0.85%
#20
AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 0.81%
SOLID BIOSCIENCES INC (SLDB) - 0.85%
#21
STMICROELECTRONICS NV ADR (STM) - 0.71%
ROCKET PHARMACEUTICALS INC (RCKT) - 0.84%
#22
ALLEGRO MICROSYSTEMS INC ORDINARY SHARES (ALGM) - 0.69%
BIOHAVEN LTD (BHVN) - 0.83%
#23
SITIME CORP ORDINARY SHARES (SITM) - 0.67%
SANA BIOTECHNOLOGY INC ORDINARY SHARES (SANA) - 0.83%
#24
RENESAS ELECTRONICS CORP (n/a) - 0.67%
n/a (FDMT) - 0.83%
#25
AMS-OSRAM AG (n/a) - 0.64%
DYNE THERAPEUTICS INC ORDINARY SHARES (DYN) - 0.83%
Total Holdings103132

CARZ vs BBC - Historical Returns

Returns include dividend reinvestment.

1M
CARZ
+4.21%
Winner
BBC
+12.27%
3M
CARZ
-11.32%
Winner
BBC
+28.57%
6M
CARZ
+17.55%
Winner
BBC
+30.43%
1Y
CARZ
+59.70%
Winner
BBC
+152.09%
5Y(CAGR)
Winner
CARZ
+14.49%
BBC
+4.38%
10Y(CAGR)
Winner
CARZ
+14.30%
BBC
+11.48%
Max(CAGR)
Winner
CARZ
+10.33%
BBC
+7.02%

CARZ vs BBC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearCARZBBC
2026+31.76%+48.18%
2025+38.39%+61.24%
2024+6.21%-1.80%
2023+43.01%-0.08%
2022-32.84%-37.30%
2021+17.65%-22.69%
2020+52.44%+32.55%
2019+12.28%+58.55%
2018-24.52%-20.74%
2017+23.29%+56.63%
2016+0.23%-33.53%
2015-0.33%+2.81%
2014-2.57%+3.90%
2013+35.73%N/A
2012+25.00%N/A
2011-24.17%N/A

CARZ vs BBC Drawdown Comparison

The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.

The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current CARZ drawdown is -14.24%. The current BBC drawdown is -7.23%.

RankCARZBBC
#1-51.18%
Jan 23, 2018 - Nov 5, 2020		-76.85%
Feb 8, 2021 - Apr 8, 2025
#2-40.33%
Nov 4, 2021 - Jul 2, 2025		-58.50%
Jul 17, 2015 - Dec 23, 2019
#3-33.03%
Jul 7, 2011 - Mar 11, 2013		-40.47%
Dec 24, 2019 - May 11, 2020
#4-31.17%
Apr 27, 2015 - Sep 19, 2017		-16.61%
Jun 23, 2020 - Nov 27, 2020
#5-21.44%
Jun 2, 2026 - Jul 29, 2026		-15.83%
Mar 19, 2015 - May 29, 2015
#6-16.13%
Jul 3, 2014 - Apr 10, 2015		-8.39%
May 22, 2020 - Jun 19, 2020
#7-14.44%
Feb 25, 2026 - Apr 13, 2026		-8.23%
Dec 23, 2020 - Jan 14, 2021
#8-10.94%
May 21, 2013 - Jul 12, 2013		-8.03%
Jan 27, 2015 - Feb 18, 2015
#9-10.49%
Oct 29, 2025 - Dec 10, 2025		-7.85%
Jun 23, 2015 - Jul 13, 2015
#10-9.92%
Jun 4, 2021 - Oct 22, 2021		-6.59%
Dec 19, 2014 - Jan 2, 2015
#11-9.89%
Apr 5, 2021 - Jun 1, 2021		-5.64%
May 11, 2020 - May 18, 2020
#12-8.51%
Jan 22, 2014 - Mar 6, 2014		-5.48%
Jan 19, 2021 - Feb 2, 2021
#13-8.12%
Feb 9, 2021 - Apr 5, 2021		-5.30%
Jan 14, 2015 - Jan 27, 2015
#14-7.14%
Jan 21, 2021 - Feb 5, 2021		-3.64%
Jun 5, 2015 - Jun 22, 2015
#15-6.94%
Mar 31, 2014 - Jun 26, 2014		-3.01%
Jan 5, 2015 - Jan 8, 2015

Correlation

Correlation between CARZ and BBC 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)

CARZ vs BBC dividend yield comparison.

YearCARZBBC
20252.13%1.70%
20241.17%1.00%
20231.40%0.34%
20221.59%0.00%
20212.25%0.00%
20200.63%0.00%
20193.23%0.00%
20182.85%0.00%
20172.11%2.09%
20162.47%0.00%
20151.64%0.51%
20141.70%0.00%
20130.73%0.00%
20120.78%0.00%
20110.31%0.00%

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