SURE vs CARZ
Comparison between ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF) and FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF).
5-Year PerformanceCARZ has outperformed SURE, delivering a return of +15.3% compared to +9.6%
SURE vs CARZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SURE
$54M
Winner
CARZ
$54M
Expense Ratio
SURE
0.90%
Winner
CARZ
0.70%
Max Drawdown
Winner
SURE
35.68%
CARZ
53.93%
Sharpe Ratio
SURE
1.60
Winner
CARZ
2.41
5Y Beta
Winner
SURE
0.83
CARZ
1.45
P/E Ratio
Winner
SURE
19.56
CARZ
208.63
Forward P/E
Winner
SURE
16.03
CARZ
24.53
PEG Ratio
SURE
N/A
CARZ
0.16
5Y Dividends CAGR
SURE
20.56%
Winner
CARZ
34.06%
5Y EPS CAGR
SURE
17.64%
Winner
CARZ
22.83%
Debt to Equity
SURE
22.23%
CARZ
N/A
P/S Ratio
Winner
SURE
1.96
CARZ
2.86
P/B Ratio
Winner
SURE
3.89
CARZ
6.99
SURE vs CARZ - Holdings Comparison
SURE and CARZ have 7 common holdings. Overlap is 7.39%
SURE's top 25 holdings weight is 33.00%. CARZ's top 25 holdings weight is 68.03%.
| Rank | SURE | CARZ |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.11% | MICRON TECHNOLOGY INC (MU) - 8.10% |
| #2 | FORTINET INC (FTNT) - 1.64% | ADVANCED MICRO DEVICES INC (AMD) - 7.07% |
| #3 | QUALCOMM INC (QCOM) - 1.58% | INTEL CORP (INTC) - 5.61% |
| #4 | ON SEMICONDUCTOR CORP (ON) - 1.51% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.55% |
| #5 | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.48% | TESLA INC (TSLA) - 3.94% |
| #6 | DAVITA INC (DVA) - 1.47% | n/a (TSM) - 3.92% |
| #7 | n/a (ASTS) - 1.46% | NVIDIA CORP (NVDA) - 3.89% |
| #8 | KFORCE INC (KFRC) - 1.42% | APPLE INC (AAPL) - 3.88% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.40% | MICROSOFT CORP (MSFT) - 3.80% |
| #10 | SEZZLE INC (SEZL) - 1.40% | ALPHABET INC CLASS A (GOOGL) - 3.65% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.39% | TEXAS INSTRUMENTS INC (TXN) - 2.27% |
| #12 | CATERPILLAR INC (CAT) - 1.24% | QUALCOMM INC (QCOM) - 2.08% |
| #13 | CTS CORP (CTS) - 1.21% | MARVELL TECHNOLOGY INC (MRVL) - 2.05% |
| #14 | CROCS INC (CROX) - 1.20% | ANALOG DEVICES INC (ADI) - 1.67% |
| #15 | OKLO INC CLASS A SHARES (OKLO) - 1.17% | MAXLINEAR INC (MXL) - 1.60% |
| #16 | MURPHY USA INC (MUSA) - 1.16% | SCHNEIDER ELECTRIC SE (n/a) - 1.52% |
| #17 | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.16% | TOYOTA MOTOR CORP (n/a) - 1.29% |
| #18 | ELEVANCE HEALTH INC (ELV) - 1.14% | INFINEON TECHNOLOGIES AG (n/a) - 1.08% |
| #19 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 1.14% | AMS-OSRAM AG (n/a) - 0.78% |
| #20 | EVERQUOTE INC CLASS A (EVER) - 1.13% | AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 0.76% |
| #21 | MONARCH CASINO & RESORT INC (MCRI) - 1.13% | CUMMINS INC (CMI) - 0.75% |
| #22 | MARATHON PETROLEUM CORP (MPC) - 1.13% | STMICROELECTRONICS NV ADR (STM) - 0.72% |
| #23 | ALBANY INTERNATIONAL CORP (AIN) - 1.12% | SYNAPTICS INC (SYNA) - 0.70% |
| #24 | NVIDIA CORP (NVDA) - 1.11% | AURORA INNOVATION INC CLASS A (AUR) - 0.68% |
| #25 | AMPLITUDE INC CLASS A (AMPL) - 1.10% | ON SEMICONDUCTOR CORP (ON) - 0.67% |
| Total Holdings | 102 | 106 |
SURE vs CARZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SURE
+6.08%
CARZ
+2.86%
3M
SURE
+13.59%
Winner
CARZ
+41.40%
6M
SURE
+12.78%
Winner
CARZ
+51.17%
1Y
SURE
+26.63%
Winner
CARZ
+97.73%
5Y(CAGR)
SURE
+9.60%
Winner
CARZ
+15.32%
10Y(CAGR)
SURE
+11.28%
Winner
CARZ
+16.29%
Max(CAGR)
Winner
SURE
+13.25%
CARZ
+11.16%
SURE vs CARZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SURE | CARZ |
|---|---|---|
| 2026 | +13.16% | +44.63% |
| 2025 | +11.05% | +38.39% |
| 2024 | +12.64% | +6.21% |
| 2023 | +25.16% | +43.01% |
| 2022 | -12.09% | -32.84% |
| 2021 | +25.01% | +17.65% |
| 2020 | +8.13% | +52.44% |
| 2019 | +27.58% | +12.28% |
| 2018 | -17.27% | -24.52% |
| 2017 | +12.02% | +23.29% |
| 2016 | +20.73% | +0.23% |
| 2015 | -1.33% | -0.33% |
| 2014 | +16.05% | -2.57% |
| 2013 | +39.47% | +35.73% |
| 2012 | +12.56% | +25.00% |
| 2011 | +12.49% | -24.17% |
SURE vs CARZ Drawdown Comparison
The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.
The current CARZ drawdown is -5.86%.
| Rank | SURE | CARZ |
|---|---|---|
| #1 | -35.68% Feb 12, 2020 - Nov 13, 2020 | -51.18% Jan 23, 2018 - Nov 5, 2020 |
| #2 | -25.07% Jan 26, 2018 - Dec 18, 2019 | -40.33% Nov 4, 2021 - Jul 2, 2025 |
| #3 | -23.75% Jan 14, 2022 - Jul 31, 2023 | -33.03% Jul 7, 2011 - Mar 11, 2013 |
| #4 | -21.55% Nov 26, 2024 - Sep 11, 2025 | -31.17% Apr 27, 2015 - Sep 19, 2017 |
| #5 | -15.94% May 21, 2015 - Aug 15, 2016 | -16.13% Jul 3, 2014 - Apr 10, 2015 |
| #6 | -11.43% Sep 18, 2012 - Feb 7, 2013 | -14.44% Feb 25, 2026 - Apr 13, 2026 |
| #7 | -9.83% Apr 2, 2012 - Aug 9, 2012 | -12.15% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -9.81% Aug 1, 2023 - Dec 1, 2023 | -10.94% May 21, 2013 - Jul 12, 2013 |
| #9 | -9.39% Oct 28, 2011 - Jan 13, 2012 | -10.49% Oct 29, 2025 - Dec 10, 2025 |
| #10 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -9.92% Jun 4, 2021 - Oct 22, 2021 |
| #11 | -7.32% Nov 5, 2021 - Jan 4, 2022 | -9.89% Apr 5, 2021 - Jun 1, 2021 |
| #12 | -7.28% Sep 5, 2014 - Oct 30, 2014 | -8.51% Jan 22, 2014 - Mar 6, 2014 |
| #13 | -7.10% Mar 2, 2026 - Apr 17, 2026 | -8.12% Feb 9, 2021 - Apr 5, 2021 |
| #14 | -6.62% Jun 1, 2021 - Oct 20, 2021 | -7.14% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -6.34% Mar 28, 2024 - Jul 16, 2024 | -6.94% Mar 31, 2014 - Jun 26, 2014 |
Correlation
Correlation between SURE and CARZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2011 - 2025)
SURE vs CARZ dividend yield comparison.
| Year | SURE | CARZ |
|---|---|---|
| 2025 | 1.01% | 2.13% |
| 2024 | 0.68% | 1.17% |
| 2023 | 1.11% | 1.40% |
| 2022 | 1.72% | 1.59% |
| 2021 | 1.08% | 2.25% |
| 2020 | 1.28% | 0.63% |
| 2019 | 1.09% | 3.23% |
| 2018 | 1.26% | 2.85% |
| 2017 | 0.65% | 2.11% |
| 2016 | 1.14% | 2.47% |
| 2015 | 0.77% | 1.64% |
| 2014 | 0.61% | 1.70% |
| 2013 | 0.32% | 0.73% |
| 2012 | 0.99% | 0.78% |
| 2011 | 0.05% | 0.31% |
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