Compare · 2 funds side by side · dividends reinvested

CARZ and IBB

CARZFirst Trust×IBBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,199CARZ · best of the two

02 / 04

CARZ and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.15%+31.1%+40.7%+25.4%+7.3%−9.6%22.8%$11.2B1.4

First Trust S-Network Future Vehicles & Technology ETFSectors · Technology0.70%1.14%+21.4%+21.1%+28.1%+10.1%−24.1%32.9%$42M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CARZ 2011 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S-Network Future Vehicles & Technology ETF · $42M$16,199

CARZ

IBB

iShares Biotechnology ETF · $11.2B$14,214

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CARZMeasureIBB

+21.4%Year to dateJan 1 → Nov 4+31.1%

+21.1%1 yearTotal return+40.7%

+28.1%3 years · per year$10,000 became $21,025 · $19,707+25.4%

+10.1%5 years · per year$10,000 became $16,199 · $14,214+7.3%

0.70%Expense ratio$70 · $44 a year on $10k · lower is better0.44%

1.14%Trailing 12-mo yield$114 · $15 a year on $10k0.15%

−24.1%Worst dropSmaller is better−9.6%

32.9%VolatilityLower is calmer22.8%

CARZIBB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IBB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CARZ vs IBB: Top 5 Holdings

Today

CARZ

24.6%in top 5

IBB

in top 537.0%

CARZStockIBB

not top 5GILD8.9%

not top 5AMGN8.3%

not top 5VRTX7.5%

not top 5REGN6.6%

not top 5MRNA5.7%

5.4%TSLAnot top 5

5.1%MSFTnot top 5

5.0%AAPLnot top 5

4.6%NVDAnot top 5

4.5%TSMnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CARZ vs IBB Returns, Every Period

First TrustCARZ

+10.1%

5 years, per year

IBBiShares

+7.3%

5 years, per year

CARZIBBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CARZ vs IBB

YTD

First TrustCARZ

+21.4%

IBBiShares

+31.1%

+21.4%Year to date+31.1%

−24.1%Worst drop · 1Y−9.6%

32.9%Volatility · 1Y22.8%

1.1%Yield0.2%

$42.2MAssets$11.2B

3–1IBB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CARZ, IBB

Today

0.44%lowest, IBB

FundExpense ratioFee$10k

IBB0.44%$44

CARZ0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CARZ, IBB

1.14%highest, CARZ

FundTrailing yieldYield$10k

CARZ1.14%$114

IBB0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$44most kept, CARZ

CARZ$114 − $70 = $44

IBB$15 − $44 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CARZ, IBB

Today

0.0%most shared, CARZ and IBB

CARZIBB

CARZ—0.0%

IBB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+40.7%IBB, at 22.8% volatility

IBBWorst drop−9.6%22.8% vol

CARZWorst drop−24.1%32.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CARZIBB

+21.4%Year to date+31.1%

1.1%Yield0.2%

+21.1%Past year+40.7%

0.70%Fee0.44%

3–1IBB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026