Compare · 2 funds side by side · dividends reinvested

CARZ and IYW

CARZFirst Trust×IYWiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,504IYW · best of the two

02 / 04

CARZ and IYW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Technology ETFSectors · Technology0.37%0.10%+20.0%+15.2%+33.2%+17.6%−16.8%25.0%$23.5B1.4

First Trust S-Network Future Vehicles & Technology ETFSectors · Technology0.70%1.14%+20.8%+21.1%+27.7%+9.9%−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 3, 2026 · returns include dividends · since: CARZ 2011 · IYW 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S-Network Future Vehicles & Technology ETF · $42M$16,014

CARZ

IYW

iShares U.S. Technology ETF · $23.5B$22,504

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

CARZMeasureIYW

+20.8%Year to dateJan 1 → Nov 3+20.0%

+21.1%1 yearTotal return+15.2%

+27.7%3 years · per year$10,000 became $20,830 · $23,633+33.2%

+9.9%5 years · per year$10,000 became $16,014 · $22,504+17.6%

0.70%Expense ratio$70 · $37 a year on $10k · lower is better0.37%

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

−24.1%Worst dropSmaller is better−16.8%

32.9%VolatilityLower is calmer25.0%

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

3–5IYW wins

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

More Ways to See the Pairs

CARZ vs IYW: Top 5 Holdings

Today

CARZ

24.6%in top 5

IYW

in top 554.0%

CARZStockIYW

5.1%AAPL17.4%

4.5%NVDA16.7%

5.1%MSFT13.6%

5.4%TSLAnot top 5

4.5%TSMnot top 5

not top 5META3.2%

not top 5AVGO3.2%

Held in common29.1%

End-of-day Nov 3, 2026 · share of each fund

CARZ vs IYW Returns, Every Period

First TrustCARZ

+9.9%

5 years, per year

IYWiShares

+17.6%

5 years, per year

CARZIYWFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CARZ vs IYW

YTD

First TrustCARZ

+20.8%

IYWiShares

+20.0%

+20.8%Year to date+20.0%

−24.1%Worst drop · 1Y−16.8%

32.9%Volatility · 1Y25.0%

1.1%Yield0.1%

$42.2MAssets$23.5B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CARZ, IYW

Today

0.37%lowest, IYW

FundExpense ratioFee$10k

IYW0.37%$37

CARZ0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CARZ, IYW

1.14%highest, CARZ

FundTrailing yieldYield$10k

CARZ1.14%$114

IYW0.10%$10

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$44most kept, CARZ

CARZ$114 − $70 = $44

IYW$10 − $37 = −$27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CARZ, IYW

Today

29.1%most shared, CARZ and IYW

CARZIYW

CARZ—29.1%

IYW29.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.1%CARZ, at 32.9% volatility

IYWWorst drop−16.8%25.0% vol

CARZWorst drop−24.1%32.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CARZIYW

+20.8%Year to date+20.0%

1.1%Yield0.1%

+21.1%Past year+15.2%

0.70%Fee0.37%

3–1CARZ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026