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CARZ vs FNY

First Trust S-Network Future Vehicles & Technology ETF vs First Trust Mid Cap Growth AlphaDEX Fund

CARZ

First Trust S-Network Future Vehicles & Technology ETF

First Trust

Annual cost

0.70%

Fund size

$51M

FNY

First Trust Mid Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.73%

Fund size

$518M

Key differences

  • FNY is significantly larger than CARZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CARZ has delivered higher annualized returns.

Side-by-side comparison

CARZFNY
Annual cost (TER)0.70%0.73%
Fund size (AUM)$51M$518M
Since20112011
Dividend yield1.62%0.03%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+114.2%+34.7%
CAGR 3Y+35.1%+21.2%
CAGR 5Y+18.4%+10.1%
Sharpe 3Y1.130.86
Volatility 1Y26.03%19.97%
Max drawdown-51.20%-38.91%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CARZ and FNY