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CARZ vs GRID

First Trust S-Network Future Vehicles & Technology ETF vs First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

CARZ

First Trust S-Network Future Vehicles & Technology ETF

First Trust

Annual cost

0.70%

Fund size

$51M

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

Key differences

  • GRID costs 0.14% less per year.
  • GRID 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

CARZGRID
Annual cost (TER)0.70%0.56%
Fund size (AUM)$51M$10.0B
Since20112009
Dividend yield1.62%0.79%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+114.2%+52.2%
CAGR 3Y+35.1%+26.8%
CAGR 5Y+18.4%+18.8%
Sharpe 3Y1.131.13
Volatility 1Y26.03%19.42%
Max drawdown-51.20%-40.56%

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

Similar to CARZ and GRID