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CARZ vs FTC

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

CARZ

First Trust S-Network Future Vehicles & Technology ETF

First Trust

Annual cost

0.70%

Fund size

$51M

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • FTC costs 0.12% less per year.
  • FTC 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

CARZFTC
Annual cost (TER)0.70%0.58%
Fund size (AUM)$51M$1.3B
Since20112007
Dividend yield1.62%0.20%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+114.2%+30.0%
CAGR 3Y+35.1%+25.3%
CAGR 5Y+18.4%+13.7%
Sharpe 3Y1.131.12
Volatility 1Y26.03%18.01%
Max drawdown-51.20%-34.66%

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

Similar to CARZ and FTC