CARZ vs CLOO

Comparison between FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF) and NYLI INVESTMENT GRADE CLO ETF (CLOO, ETF).

CARZ vs CLOO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARZ(ETF)	CLOO(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.70%	0.25%
Max Drawdown	53.93%	0.34%
Sharpe Ratio	1.48	4.37
5Y Beta	1.49	0.00
P/E Ratio	110.74	N/A
Forward P/E	20.08	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	34.06%	N/A
5Y EPS CAGR	23.94%	N/A
P/S Ratio	3.03	N/A
P/B Ratio	6.85	N/A

Net Assets

CARZ

$46M

Winner

CLOO

$46M

Expense Ratio

CARZ

0.70%

Winner

CLOO

0.25%

Max Drawdown

CARZ

53.93%

Winner

CLOO

0.34%

Sharpe Ratio

CARZ

1.48

Winner

CLOO

4.37

5Y Beta

CARZ

1.49

Winner

CLOO

0.00

P/E Ratio

CARZ

110.74

CLOO

N/A

Forward P/E

CARZ

20.08

CLOO

N/A

PEG Ratio

CARZ

0.21

CLOO

N/A

5Y Dividends CAGR

CARZ

34.06%

CLOO

N/A

5Y EPS CAGR

CARZ

23.94%

CLOO

N/A

P/S Ratio

CARZ

3.03

CLOO

N/A

P/B Ratio

CARZ

6.85

CLOO

N/A

CARZ vs CLOO - Historical Returns

Returns include dividend reinvestment.

Period	CARZ	CLOO
1 month	+4.21%	+0.50%
3 months	-11.32%	+1.31%
6 months	+17.55%	N/A
1 year	+59.70%	N/A
5 years(CAGR)	+14.49%	N/A
10 years(CAGR)	+14.30%	N/A
Max(CAGR)	+10.33%	+5.91%

Winner

CARZ

+4.21%

CLOO

+0.50%

CARZ

-11.32%

Winner

CLOO

+1.31%

CARZ

+17.55%

CLOO

N/A

CARZ

+59.70%

CLOO

N/A

5Y(CAGR)

CARZ

+14.49%

CLOO

N/A

10Y(CAGR)

CARZ

+14.30%

CLOO

N/A

Max(CAGR)

Winner

CARZ

+10.33%

CLOO

+5.91%

CARZ vs CLOO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CARZ	CLOO
2026	+31.76%	+1.76%
2025	+38.39%	N/A
2024	+6.21%	N/A
2023	+43.01%	N/A
2022	-32.84%	N/A
2021	+17.65%	N/A
2020	+52.44%	N/A
2019	+12.28%	N/A
2018	-24.52%	N/A
2017	+23.29%	N/A
2016	+0.23%	N/A
2015	-0.33%	N/A
2014	-2.57%	N/A
2013	+35.73%	N/A
2012	+25.00%	N/A
2011	-24.17%	N/A

CARZ vs CLOO Drawdown Comparison

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

The maximum drawdown for CLOO was -0.02%, occurring on Aug 3, 2026. Recovery took 3 trading sessions.

The current CARZ drawdown is -14.24%.

Rank	CARZ	CLOO
#1	-51.18% Jan 23, 2018 - Nov 5, 2020	-0.02% Jul 31, 2026 - Aug 5, 2026
#2	-40.33% Nov 4, 2021 - Jul 2, 2025	-0.02% Jun 18, 2026 - Jun 25, 2026
#3	-33.03% Jul 7, 2011 - Mar 11, 2013	-0.02% Aug 14, 2026 - Aug 20, 2026
#4	-31.17% Apr 27, 2015 - Sep 19, 2017	-0.02% Jul 27, 2026 - Jul 31, 2026
#5	-21.44% Jun 2, 2026 - Jul 29, 2026	N/A
#6	-16.13% Jul 3, 2014 - Apr 10, 2015	N/A
#7	-14.44% Feb 25, 2026 - Apr 13, 2026	N/A
#8	-10.94% May 21, 2013 - Jul 12, 2013	N/A
#9	-10.49% Oct 29, 2025 - Dec 10, 2025	N/A
#10	-9.92% Jun 4, 2021 - Oct 22, 2021	N/A
#11	-9.89% Apr 5, 2021 - Jun 1, 2021	N/A
#12	-8.51% Jan 22, 2014 - Mar 6, 2014	N/A
#13	-8.12% Feb 9, 2021 - Apr 5, 2021	N/A
#14	-7.14% Jan 21, 2021 - Feb 5, 2021	N/A
#15	-6.94% Mar 31, 2014 - Jun 26, 2014	N/A

Correlation

Correlation between CARZ and CLOO is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.85

-101

Dividend Comparison (2011 - 2026)

CARZ vs CLOO dividend yield comparison.

Year	CARZ	CLOO
2026	0.00%	0.99%
2025	2.13%	0.00%
2024	1.17%	0.00%
2023	1.40%	0.00%
2022	1.59%	0.00%
2021	2.25%	0.00%
2020	0.63%	0.00%
2019	3.23%	0.00%
2018	2.85%	0.00%
2017	2.11%	0.00%
2016	2.47%	0.00%
2015	1.64%	0.00%
2014	1.70%	0.00%
2013	0.73%	0.00%
2012	0.78%	0.00%
2011	0.31%	0.00%