FFIU vs CARZ

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

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

FFIU vs CARZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FFIU

$54M

CARZ

$54M

Expense Ratio

Winner

FFIU

0.54%

CARZ

0.70%

Max Drawdown

Winner

FFIU

25.26%

CARZ

53.93%

Sharpe Ratio

FFIU

0.21

Winner

CARZ

2.37

5Y Beta

Winner

FFIU

0.08

CARZ

1.45

P/E Ratio

FFIU

N/A

CARZ

208.63

Forward P/E

FFIU

N/A

CARZ

24.53

PEG Ratio

FFIU

N/A

CARZ

0.16

5Y Dividends CAGR

FFIU

2.23%

Winner

CARZ

34.06%

5Y EPS CAGR

FFIU

N/A

CARZ

22.83%

P/S Ratio

FFIU

N/A

CARZ

2.86

P/B Ratio

FFIU

N/A

CARZ

6.99

FFIU vs CARZ - Historical Returns

Returns include dividend reinvestment.

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

FFIU

+0.56%

Winner

CARZ

+2.86%

FFIU

+0.22%

Winner

CARZ

+41.40%

FFIU

-0.35%

Winner

CARZ

+51.17%

FFIU

+4.15%

Winner

CARZ

+97.73%

5Y(CAGR)

FFIU

-0.15%

Winner

CARZ

+15.32%

10Y(CAGR)

FFIU

+1.64%

Winner

CARZ

+16.29%

Max(CAGR)

FFIU

+1.64%

Winner

CARZ

+11.16%

FFIU vs CARZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FFIU	CARZ
2026	+0.83%	+44.63%
2025	+7.95%	+38.39%
2024	+0.23%	+6.21%
2023	+5.79%	+43.01%
2022	-14.65%	-32.84%
2021	+0.10%	+17.65%
2020	+7.68%	+52.44%
2019	+9.50%	+12.28%
2018	-0.77%	-24.52%
2017	-0.55%	+23.29%
2016	N/A	+0.23%
2015	N/A	-0.33%
2014	N/A	-2.57%
2013	N/A	+35.73%
2012	N/A	+25.00%
2011	N/A	-24.17%

FFIU vs CARZ Drawdown Comparison

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

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

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

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

Correlation

Correlation between FFIU and CARZ 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)

FFIU vs CARZ dividend yield comparison.

Year	FFIU	CARZ
2026	1.03%	0.00%
2025	3.89%	2.13%
2024	4.06%	1.17%
2023	3.78%	1.40%
2022	3.23%	1.59%
2021	3.24%	2.25%
2020	2.73%	0.63%
2019	2.90%	3.23%
2018	2.62%	2.85%
2017	0.66%	2.11%
2016	0.00%	2.47%
2015	0.00%	1.64%
2014	0.00%	1.70%
2013	0.00%	0.73%
2012	0.00%	0.78%
2011	0.00%	0.31%