CARZ vs SURE
Comparison between FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF) and ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF).
5-Year PerformanceCARZ has outperformed SURE, delivering a return of +16.3% compared to +9.8%
CARZ vs SURE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CARZ
$54M
SURE
$54M
Expense Ratio
Winner
CARZ
0.70%
SURE
0.90%
Max Drawdown
CARZ
53.93%
Winner
SURE
35.68%
Sharpe Ratio
Winner
CARZ
2.41
SURE
1.60
5Y Beta
CARZ
1.45
Winner
SURE
0.83
P/E Ratio
CARZ
208.63
Winner
SURE
19.56
Forward P/E
CARZ
24.53
Winner
SURE
16.03
PEG Ratio
CARZ
0.16
SURE
N/A
5Y Dividends CAGR
Winner
CARZ
34.06%
SURE
20.56%
5Y EPS CAGR
Winner
CARZ
22.83%
SURE
17.64%
Debt to Equity
CARZ
N/A
SURE
22.23%
P/S Ratio
CARZ
2.86
Winner
SURE
1.96
P/B Ratio
CARZ
6.99
Winner
SURE
3.89
CARZ vs SURE - Holdings Comparison
CARZ and SURE have 7 common holdings. Overlap is 7.39%
CARZ's top 25 holdings weight is 68.03%. SURE's top 25 holdings weight is 33.00%.
| Rank | CARZ | SURE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 8.10% | MARVELL TECHNOLOGY INC (MRVL) - 2.11% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 7.07% | FORTINET INC (FTNT) - 1.64% |
| #3 | INTEL CORP (INTC) - 5.61% | QUALCOMM INC (QCOM) - 1.58% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.55% | ON SEMICONDUCTOR CORP (ON) - 1.51% |
| #5 | TESLA INC (TSLA) - 3.94% | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.48% |
| #6 | n/a (TSM) - 3.92% | DAVITA INC (DVA) - 1.47% |
| #7 | NVIDIA CORP (NVDA) - 3.89% | n/a (ASTS) - 1.46% |
| #8 | APPLE INC (AAPL) - 3.88% | KFORCE INC (KFRC) - 1.42% |
| #9 | MICROSOFT CORP (MSFT) - 3.80% | APPLIED MATERIALS INC (AMAT) - 1.40% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 3.65% | SEZZLE INC (SEZL) - 1.40% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 2.27% | LAM RESEARCH CORP (LRCX) - 1.39% |
| #12 | QUALCOMM INC (QCOM) - 2.08% | CATERPILLAR INC (CAT) - 1.24% |
| #13 | MARVELL TECHNOLOGY INC (MRVL) - 2.05% | CTS CORP (CTS) - 1.21% |
| #14 | ANALOG DEVICES INC (ADI) - 1.67% | CROCS INC (CROX) - 1.20% |
| #15 | MAXLINEAR INC (MXL) - 1.60% | OKLO INC CLASS A SHARES (OKLO) - 1.17% |
| #16 | SCHNEIDER ELECTRIC SE (n/a) - 1.52% | MURPHY USA INC (MUSA) - 1.16% |
| #17 | TOYOTA MOTOR CORP (n/a) - 1.29% | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.16% |
| #18 | INFINEON TECHNOLOGIES AG (n/a) - 1.08% | ELEVANCE HEALTH INC (ELV) - 1.14% |
| #19 | AMS-OSRAM AG (n/a) - 0.78% | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 1.14% |
| #20 | AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 0.76% | EVERQUOTE INC CLASS A (EVER) - 1.13% |
| #21 | CUMMINS INC (CMI) - 0.75% | MONARCH CASINO & RESORT INC (MCRI) - 1.13% |
| #22 | STMICROELECTRONICS NV ADR (STM) - 0.72% | MARATHON PETROLEUM CORP (MPC) - 1.13% |
| #23 | SYNAPTICS INC (SYNA) - 0.70% | ALBANY INTERNATIONAL CORP (AIN) - 1.12% |
| #24 | AURORA INNOVATION INC CLASS A (AUR) - 0.68% | NVIDIA CORP (NVDA) - 1.11% |
| #25 | ON SEMICONDUCTOR CORP (ON) - 0.67% | AMPLITUDE INC CLASS A (AMPL) - 1.10% |
| Total Holdings | 106 | 102 |
CARZ vs SURE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CARZ
+8.52%
SURE
+7.86%
3M
Winner
CARZ
+44.63%
SURE
+13.97%
6M
Winner
CARZ
+57.67%
SURE
+13.68%
1Y
Winner
CARZ
+106.17%
SURE
+27.65%
5Y(CAGR)
Winner
CARZ
+16.31%
SURE
+9.78%
10Y(CAGR)
Winner
CARZ
+16.68%
SURE
+11.35%
Max(CAGR)
CARZ
+11.43%
Winner
SURE
+13.30%
CARZ vs SURE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CARZ | SURE |
|---|---|---|
| 2026 | +50.26% | +14.06% |
| 2025 | +38.39% | +11.05% |
| 2024 | +6.21% | +12.64% |
| 2023 | +43.01% | +25.16% |
| 2022 | -32.84% | -12.09% |
| 2021 | +17.65% | +25.01% |
| 2020 | +52.44% | +8.13% |
| 2019 | +12.28% | +27.58% |
| 2018 | -24.52% | -17.27% |
| 2017 | +23.29% | +12.02% |
| 2016 | +0.23% | +20.73% |
| 2015 | -0.33% | -1.33% |
| 2014 | -2.57% | +16.05% |
| 2013 | +35.73% | +39.47% |
| 2012 | +25.00% | +12.56% |
| 2011 | -24.17% | +12.49% |
CARZ vs SURE Drawdown Comparison
The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.
The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current CARZ drawdown is -2.20%.
| Rank | CARZ | SURE |
|---|---|---|
| #1 | -51.18% Jan 23, 2018 - Nov 5, 2020 | -35.68% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -40.33% Nov 4, 2021 - Jul 2, 2025 | -25.07% Jan 26, 2018 - Dec 18, 2019 |
| #3 | -33.03% Jul 7, 2011 - Mar 11, 2013 | -23.75% Jan 14, 2022 - Jul 31, 2023 |
| #4 | -31.17% Apr 27, 2015 - Sep 19, 2017 | -21.55% Nov 26, 2024 - Sep 11, 2025 |
| #5 | -16.13% Jul 3, 2014 - Apr 10, 2015 | -15.94% May 21, 2015 - Aug 15, 2016 |
| #6 | -14.44% Feb 25, 2026 - Apr 13, 2026 | -11.43% Sep 18, 2012 - Feb 7, 2013 |
| #7 | -12.15% Jun 2, 2026 - Jun 10, 2026 | -9.83% Apr 2, 2012 - Aug 9, 2012 |
| #8 | -10.94% May 21, 2013 - Jul 12, 2013 | -9.81% Aug 1, 2023 - Dec 1, 2023 |
| #9 | -10.49% Oct 29, 2025 - Dec 10, 2025 | -9.39% Oct 28, 2011 - Jan 13, 2012 |
| #10 | -9.92% Jun 4, 2021 - Oct 22, 2021 | -7.98% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -9.89% Apr 5, 2021 - Jun 1, 2021 | -7.32% Nov 5, 2021 - Jan 4, 2022 |
| #12 | -8.51% Jan 22, 2014 - Mar 6, 2014 | -7.28% Sep 5, 2014 - Oct 30, 2014 |
| #13 | -8.12% Feb 9, 2021 - Apr 5, 2021 | -7.10% Mar 2, 2026 - Apr 17, 2026 |
| #14 | -7.14% Jan 21, 2021 - Feb 5, 2021 | -6.62% Jun 1, 2021 - Oct 20, 2021 |
| #15 | -6.94% Mar 31, 2014 - Jun 26, 2014 | -6.34% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between CARZ and SURE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2011 - 2025)
CARZ vs SURE dividend yield comparison.
| Year | CARZ | SURE |
|---|---|---|
| 2025 | 2.13% | 1.01% |
| 2024 | 1.17% | 0.68% |
| 2023 | 1.40% | 1.11% |
| 2022 | 1.59% | 1.72% |
| 2021 | 2.25% | 1.08% |
| 2020 | 0.63% | 1.28% |
| 2019 | 3.23% | 1.09% |
| 2018 | 2.85% | 1.26% |
| 2017 | 2.11% | 0.65% |
| 2016 | 2.47% | 1.14% |
| 2015 | 1.64% | 0.77% |
| 2014 | 1.70% | 0.61% |
| 2013 | 0.73% | 0.32% |
| 2012 | 0.78% | 0.99% |
| 2011 | 0.31% | 0.05% |
Select Stocks to Compare
Popular: CARZ vs SPYSURE vs SPY
More Comparisons
Compare with similar stocks