CARZ vs MSTI
Comparison between FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF) and MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF).
CARZ vs MSTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARZ
$51M
Winner
MSTI
$51M
Expense Ratio
CARZ
0.70%
Winner
MSTI
0.36%
Max Drawdown
CARZ
53.93%
Winner
MSTI
2.93%
Sharpe Ratio
Winner
CARZ
2.41
MSTI
0.08
5Y Beta
CARZ
1.44
Winner
MSTI
0.04
P/E Ratio
CARZ
149.35
MSTI
N/A
Forward P/E
CARZ
27.90
MSTI
N/A
PEG Ratio
CARZ
0.16
MSTI
N/A
5Y Dividends CAGR
CARZ
34.06%
MSTI
N/A
5Y EPS CAGR
CARZ
22.71%
MSTI
N/A
P/S Ratio
CARZ
2.96
MSTI
N/A
P/B Ratio
CARZ
7.35
MSTI
N/A
CARZ vs MSTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CARZ
+4.36%
MSTI
-0.08%
3M
Winner
CARZ
+33.55%
MSTI
-0.11%
6M
Winner
CARZ
+43.07%
MSTI
+0.89%
1Y
Winner
CARZ
+95.28%
MSTI
+4.07%
5Y(CAGR)
CARZ
+13.91%
MSTI
N/A
10Y(CAGR)
CARZ
+15.20%
MSTI
N/A
Max(CAGR)
Winner
CARZ
+10.83%
MSTI
+5.77%
CARZ vs MSTI - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CARZ | MSTI |
|---|---|---|
| 2026 | +37.96% | +0.43% |
| 2025 | +38.39% | +6.12% |
| 2024 | +6.21% | +5.14% |
| 2023 | +43.01% | +4.14% |
| 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 MSTI Drawdown Comparison
The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The current CARZ drawdown is -10.20%. The current MSTI drawdown is -0.48%.
| Rank | CARZ | MSTI |
|---|---|---|
| #1 | -51.18% Jan 23, 2018 - Nov 5, 2020 | -1.48% Sep 13, 2023 - Nov 3, 2023 |
| #2 | -40.33% Nov 4, 2021 - Jul 2, 2025 | -1.32% Feb 20, 2026 - May 1, 2026 |
| #3 | -33.03% Jul 7, 2011 - Mar 11, 2013 | -1.22% Oct 2, 2024 - Jan 24, 2025 |
| #4 | -31.17% Apr 27, 2015 - Sep 19, 2017 | -1.07% Apr 3, 2025 - Apr 25, 2025 |
| #5 | -16.13% Jul 3, 2014 - Apr 10, 2015 | -1.07% Mar 27, 2024 - May 3, 2024 |
| #6 | -14.44% Feb 25, 2026 - Apr 13, 2026 | -0.97% Feb 1, 2024 - Mar 8, 2024 |
| #7 | -10.94% May 21, 2013 - Jul 12, 2013 | -0.81% May 1, 2026 - May 19, 2026 |
| #8 | -10.49% Oct 29, 2025 - Dec 10, 2025 | -0.67% Sep 23, 2025 - Oct 21, 2025 |
| #9 | -10.20% Jun 2, 2026 - Jun 5, 2026 | -0.65% Apr 30, 2025 - May 19, 2025 |
| #10 | -9.92% Jun 4, 2021 - Oct 22, 2021 | -0.62% Dec 27, 2023 - Jan 11, 2024 |
| #11 | -9.89% Apr 5, 2021 - Jun 1, 2021 | -0.56% Jan 12, 2024 - Feb 1, 2024 |
| #12 | -8.51% Jan 22, 2014 - Mar 6, 2014 | -0.49% Mar 11, 2024 - Mar 27, 2024 |
| #13 | -8.12% Feb 9, 2021 - Apr 5, 2021 | -0.49% May 19, 2025 - May 29, 2025 |
| #14 | -7.14% Jan 21, 2021 - Feb 5, 2021 | -0.46% Feb 4, 2025 - Feb 21, 2025 |
| #15 | -6.94% Mar 31, 2014 - Jun 26, 2014 | -0.41% Jul 22, 2025 - Aug 1, 2025 |
Correlation
Correlation between CARZ and MSTI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2011 - 2026)
CARZ vs MSTI dividend yield comparison.
| Year | CARZ | MSTI |
|---|---|---|
| 2026 | 0.00% | 1.79% |
| 2025 | 2.13% | 5.40% |
| 2024 | 1.17% | 5.48% |
| 2023 | 1.40% | 1.55% |
| 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% |
Select Stocks to Compare
Popular: CARZ vs SPYMSTI vs SPY
More Comparisons
Compare with similar stocks