CARZ vs FFIU

Comparison between FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF) and UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF (FFIU, ETF).

5-Year PerformanceCARZ has outperformed FFIU, delivering a return of +15.3% compared to -0.2%

CARZ vs FFIU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARZ(ETF)	FFIU(ETF)
Net Assets	$54M	$54M
Expense Ratio	0.70%	0.54%
Max Drawdown	53.93%	25.26%
Sharpe Ratio	2.37	0.21
5Y Beta	1.45	0.08
P/E Ratio	208.63	N/A
Forward P/E	24.53	N/A
PEG Ratio	0.16	N/A
5Y Dividends CAGR	34.06%	2.23%
5Y EPS CAGR	22.83%	N/A
P/S Ratio	2.86	N/A
P/B Ratio	6.99	N/A

Net Assets

CARZ

$54M

FFIU

$54M

Expense Ratio

CARZ

0.70%

Winner

FFIU

0.54%

Max Drawdown

CARZ

53.93%

Winner

FFIU

25.26%

Sharpe Ratio

Winner

CARZ

2.37

FFIU

0.21

5Y Beta

CARZ

1.45

Winner

FFIU

0.08

P/E Ratio

CARZ

208.63

FFIU

N/A

Forward P/E

CARZ

24.53

FFIU

N/A

PEG Ratio

CARZ

0.16

FFIU

N/A

5Y Dividends CAGR

Winner

CARZ

34.06%

FFIU

2.23%

5Y EPS CAGR

CARZ

22.83%

FFIU

N/A

P/S Ratio

CARZ

2.86

FFIU

N/A

P/B Ratio

CARZ

6.99

FFIU

N/A

CARZ vs FFIU - Historical Returns

Returns include dividend reinvestment.

Period	CARZ	FFIU
1 month	+2.86%	+0.56%
3 months	+41.40%	+0.22%
6 months	+51.17%	-0.35%
1 year	+97.73%	+4.15%
5 years(CAGR)	+15.32%	-0.15%
10 years(CAGR)	+16.29%	+1.64%
Max(CAGR)	+11.16%	+1.64%

Winner

CARZ

+2.86%

FFIU

+0.56%

Winner

CARZ

+41.40%

FFIU

+0.22%

Winner

CARZ

+51.17%

FFIU

-0.35%

Winner

CARZ

+97.73%

FFIU

+4.15%

5Y(CAGR)

Winner

CARZ

+15.32%

FFIU

-0.15%

10Y(CAGR)

Winner

CARZ

+16.29%

FFIU

+1.64%

Max(CAGR)

Winner

CARZ

+11.16%

FFIU

+1.64%

CARZ vs FFIU - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CARZ	FFIU
2026	+44.63%	+0.83%
2025	+38.39%	+7.95%
2024	+6.21%	+0.23%
2023	+43.01%	+5.79%
2022	-32.84%	-14.65%
2021	+17.65%	+0.10%
2020	+52.44%	+7.68%
2019	+12.28%	+9.50%
2018	-24.52%	-0.77%
2017	+23.29%	-0.55%
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 FFIU Drawdown Comparison

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

The maximum drawdown for FFIU was -20.43%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current CARZ drawdown is -5.86%. The current FFIU drawdown is -2.83%.

Rank	CARZ	FFIU
#1	-51.18% Jan 23, 2018 - Nov 5, 2020	-20.43% Sep 14, 2021 - Oct 21, 2022
#2	-40.33% Nov 4, 2021 - Jul 2, 2025	-11.05% Mar 6, 2020 - Jun 19, 2020
#3	-33.03% Jul 7, 2011 - Mar 11, 2013	-5.48% Nov 2, 2017 - Jan 28, 2019
#4	-31.17% Apr 27, 2015 - Sep 19, 2017	-3.68% Dec 31, 2020 - Jun 30, 2021
#5	-16.13% Jul 3, 2014 - Apr 10, 2015	-1.83% Aug 5, 2020 - Nov 20, 2020
#6	-14.44% Feb 25, 2026 - Apr 13, 2026	-1.51% Sep 3, 2019 - Oct 3, 2019
#7	-12.15% Jun 2, 2026 - Jun 10, 2026	-1.19% Aug 2, 2021 - Sep 14, 2021
#8	-10.94% May 21, 2013 - Jul 12, 2013	-0.93% Oct 4, 2019 - Nov 27, 2019
#9	-10.49% Oct 29, 2025 - Dec 10, 2025	-0.76% Aug 21, 2017 - Nov 2, 2017
#10	-9.92% Jun 4, 2021 - Oct 22, 2021	-0.56% Jul 19, 2021 - Jul 30, 2021
#11	-9.89% Apr 5, 2021 - Jun 1, 2021	-0.54% Jul 8, 2021 - Jul 15, 2021
#12	-8.51% Jan 22, 2014 - Mar 6, 2014	-0.51% Jul 3, 2019 - Jul 18, 2019
#13	-8.12% Feb 9, 2021 - Apr 5, 2021	-0.46% Feb 25, 2020 - Mar 3, 2020
#14	-7.14% Jan 21, 2021 - Feb 5, 2021	-0.43% Aug 15, 2019 - Aug 26, 2019
#15	-6.94% Mar 31, 2014 - Jun 26, 2014	-0.43% Dec 8, 2020 - Dec 28, 2020

Correlation

Correlation between CARZ and FFIU is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2011 - 2026)

CARZ vs FFIU dividend yield comparison.

Year	CARZ	FFIU
2026	0.00%	1.03%
2025	2.13%	3.89%
2024	1.17%	4.06%
2023	1.40%	3.78%
2022	1.59%	3.23%
2021	2.25%	3.24%
2020	0.63%	2.73%
2019	3.23%	2.90%
2018	2.85%	2.62%
2017	2.11%	0.66%
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%