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CARZ vs SPY

Comparison between FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceCARZ has outperformed SPY, delivering a return of +13.9% compared to +13.3%

CARZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CARZ
$51M
Winner
SPY
$735B
Expense Ratio
CARZ
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
CARZ
53.93%
SPY
56.47%
Sharpe Ratio
Winner
CARZ
2.41
SPY
1.62
5Y Beta
CARZ
1.44
Winner
SPY
1.00
P/E Ratio
CARZ
149.35
Winner
SPY
28.99
Forward P/E
CARZ
27.90
Winner
SPY
22.37
PEG Ratio
CARZ
0.16
SPY
N/A
5Y Dividends CAGR
Winner
CARZ
34.06%
SPY
5.43%
5Y EPS CAGR
CARZ
22.71%
Winner
SPY
26.05%
Debt to Equity
CARZ
N/A
SPY
32.40%
P/S Ratio
Winner
CARZ
2.96
SPY
3.74
P/B Ratio
CARZ
7.35
Winner
SPY
5.61

CARZ vs SPY - Holdings Comparison

CARZ and SPY have 23 common holdings. Overlap is 23.80%

CARZ's top 25 holdings weight is 67.52%. SPY's top 25 holdings weight is 52.37%.

RankCARZSPY
#1
INTEL CORP (INTC) - 6.53%
NVIDIA CORP (NVDA) - 8.10%
#2
ADVANCED MICRO DEVICES INC (AMD) - 6.37%
APPLE INC (AAPL) - 7.02%
#3
MICRON TECHNOLOGY INC (MU) - 6.03%
MICROSOFT CORP (MSFT) - 4.79%
#4
SAMSUNG ELECTRONICS CO LTD (n/a) - 4.83%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALPHABET INC CLASS A (GOOGL) - 4.43%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
NVIDIA CORP (NVDA) - 4.36%
BROADCOM INC (AVGO) - 3.10%
#7
TESLA INC (TSLA) - 4.25%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
APPLE INC (AAPL) - 4.18%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MICROSOFT CORP (MSFT) - 4.07%
TESLA INC (TSLA) - 1.89%
#10
n/a (TSM) - 3.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TEXAS INSTRUMENTS INC (TXN) - 2.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MAXLINEAR INC (MXL) - 1.93%
ELI LILLY AND CO (LLY) - 1.31%
#13
QUALCOMM INC (QCOM) - 1.91%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ANALOG DEVICES INC (ADI) - 1.85%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SCHNEIDER ELECTRIC SE (n/a) - 1.53%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TOYOTA MOTOR CORP (n/a) - 1.53%
INTEL CORP (INTC) - 0.90%
#17
MARVELL TECHNOLOGY INC (MRVL) - 1.41%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
INFINEON TECHNOLOGIES AG (n/a) - 0.89%
VISA INC CLASS A (V) - 0.85%
#19
CUMMINS INC (CMI) - 0.83%
WALMART INC (WMT) - 0.81%
#20
AMS-OSRAM AG (n/a) - 0.78%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AURORA INNOVATION INC CLASS A (AUR) - 0.70%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SITIME CORP ORDINARY SHARES (SITM) - 0.69%
CATERPILLAR INC (CAT) - 0.66%
#23
NXP SEMICONDUCTORS NV (NXPI) - 0.68%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
SYNAPTICS INC (SYNA) - 0.68%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ON SEMICONDUCTOR CORP (ON) - 0.63%
ABBVIE INC (ABBV) - 0.58%
Total Holdings108505

CARZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CARZ
+4.36%
SPY
+1.90%
3M
Winner
CARZ
+33.55%
SPY
+8.55%
6M
Winner
CARZ
+43.07%
SPY
+8.18%
1Y
Winner
CARZ
+95.28%
SPY
+25.79%
5Y(CAGR)
Winner
CARZ
+13.91%
SPY
+13.32%
10Y(CAGR)
Winner
CARZ
+15.20%
SPY
+15.19%
Max(CAGR)
Winner
CARZ
+10.83%
SPY
+8.47%

CARZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCARZSPY
2026+37.96%+8.26%
2025+38.39%+18.00%
2024+6.21%+25.59%
2023+43.01%+26.72%
2022-32.84%-18.64%
2021+17.65%+30.52%
2020+52.44%+17.28%
2019+12.28%+31.09%
2018-24.52%-5.24%
2017+23.29%+20.78%
2016+0.23%+13.59%
2015-0.33%+1.31%
2014-2.57%+14.56%
2013+35.73%+29.00%
2012+25.00%+14.17%
2011-24.17%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CARZ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CARZ drawdown is -10.20%. The current SPY drawdown is -2.90%.

RankCARZSPY
#1-51.18%
Jan 23, 2018 - Nov 5, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.33%
Nov 4, 2021 - Jul 2, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.03%
Jul 7, 2011 - Mar 11, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.17%
Apr 27, 2015 - Sep 19, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.13%
Jul 3, 2014 - Apr 10, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.44%
Feb 25, 2026 - Apr 13, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.94%
May 21, 2013 - Jul 12, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.49%
Oct 29, 2025 - Dec 10, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.20%
Jun 2, 2026 - Jun 5, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.92%
Jun 4, 2021 - Oct 22, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.89%
Apr 5, 2021 - Jun 1, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.51%
Jan 22, 2014 - Mar 6, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.12%
Feb 9, 2021 - Apr 5, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.14%
Jan 21, 2021 - Feb 5, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.94%
Mar 31, 2014 - Jun 26, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CARZ and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

CARZ vs SPY dividend yield comparison.

YearCARZSPY
20260.00%0.24%
20252.13%1.07%
20241.17%1.21%
20231.40%1.40%
20221.59%1.65%
20212.25%1.20%
20200.63%1.52%
20193.23%1.75%
20182.85%2.04%
20172.11%1.80%
20162.47%2.03%
20151.64%2.06%
20141.70%1.87%
20130.73%1.81%
20120.78%2.18%
20110.31%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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