Compare · 2 funds side by side · dividends reinvested

CARZ and VIG

CARZFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

CARZ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

First Trust S-Network Future Vehicles & Technology ETFSectors · Technology0.70%1.19%+15.9%+18.1%+24.9%+8.9%−28.0%33.3%$43M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: CARZ 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S-Network Future Vehicles & Technology ETF · $43M$15,346

CARZ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

CARZMeasureVIG

+15.9%Year to dateJan 1 → Nov 6+12.1%

+18.1%1 yearTotal return+14.3%

+24.9%3 years · per year$10,000 became $19,488 · $16,669+18.6%

+8.9%5 years · per year$10,000 became $15,346 · $16,243+10.2%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

1.19%Trailing 12-mo yield$119 · $150 a year on $10k1.50%

−28.0%Worst dropSmaller is better−7.9%

33.3%VolatilityLower is calmer10.8%

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

3–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CARZ vs VIG: Top 5 Holdings

Today

CARZ

24.9%in top 5

VIG

in top 522.1%

CARZStockVIG

5.6%MSFT4.9%

5.5%AAPL4.9%

5.0%TSLAnot top 5

4.4%GOOGLnot top 5

4.3%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common13.5%

End-of-day Nov 6, 2026 · share of each fund

CARZ vs VIG Returns, Every Period

First TrustCARZ

+8.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

CARZVIGFaded: behind in that period

3–1CARZ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: CARZ vs VIG

YTD

First TrustCARZ

+15.9%

VIGVanguard

+12.1%

+15.9%Year to date+12.1%

−28.0%Worst drop · 1Y−7.9%

33.3%Volatility · 1Y10.8%

1.2%Yield1.5%

$42.7MAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CARZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CARZ0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CARZ, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

CARZ1.19%$119

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CARZ$119 − $70 = $49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CARZ, VIG

Today

13.5%most shared, CARZ and VIG

CARZVIG

CARZ—13.5%

VIG13.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%CARZ, at 33.3% volatility

VIGWorst drop−7.9%10.8% vol

CARZWorst drop−28.0%33.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCARZ

+12.1%Year to date+15.9%

1.5%Yield1.2%

+14.3%Past year+18.1%

0.04%Fee0.70%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026