Compare · 2 funds side by side · dividends reinvested

CARZ and XLK

CARZFirst Trust×XLKSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,983XLK · best of the two

02 / 04

CARZ and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+18.0%+30.7%+18.1%−15.9%27.3%$115B1.3

First Trust S-Network Future Vehicles & Technology ETFSectors · Technology0.70%1.14%+20.8%+21.1%+27.7%+9.9%−24.1%32.9%$42M1.8

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 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CARZ

XLK

State Street Technology Select Sector SPDR ETF · $115B$22,983

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

CARZMeasureXLK

+20.8%Year to dateJan 1 → Nov 3+23.0%

+21.1%1 yearTotal return+18.0%

+27.7%3 years · per year$10,000 became $20,830 · $22,326+30.7%

+9.9%5 years · per year$10,000 became $16,014 · $22,983+18.1%

0.70%Expense ratio$70 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $47 a year on $10k0.47%

−24.1%Worst dropSmaller is better−15.9%

32.9%VolatilityLower is calmer27.3%

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

2–6XLK 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 XLK: Top 5 Holdings

Today

CARZ

24.6%in top 5

XLK

in top 550.8%

CARZStockXLK

4.5%NVDA15.0%

5.1%AAPL14.8%

5.1%MSFT11.4%

5.4%TSLAnot top 5

not top 5AMD4.9%

not top 5AVGO4.8%

4.5%TSMnot top 5

Held in common32.1%

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

CARZ vs XLK Returns, Every Period

First TrustCARZ

+9.9%

5 years, per year

XLKSPDR

+18.1%

5 years, per year

CARZXLKFaded: behind in that period

1–3XLK wins

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

CARZ vs XLK

YTD

First TrustCARZ

+20.8%

XLKSPDR

+23.0%

+20.8%Year to date+23.0%

−24.1%Worst drop · 1Y−15.9%

32.9%Volatility · 1Y27.3%

1.1%Yield0.5%

$42.2MAssets$115B

3–1XLK wins

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

Cost, Income and Risk

Fees: CARZ, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

CARZ0.70%$70

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

Yields: CARZ, XLK

1.14%highest, CARZ

FundTrailing yieldYield$10k

CARZ1.14%$114

XLK0.47%$47

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

Income After Fees on $10,000

$44most kept, CARZ

CARZ$114 − $70 = $44

XLK$47 − $8 = $39

KeptFee

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

Overlap: CARZ, XLK

Today

32.1%most shared, CARZ and XLK

CARZXLK

CARZ—32.1%

XLK32.1%—

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

XLKWorst drop−15.9%27.3% 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

CARZXLK

+20.8%Year to date+23.0%

1.1%Yield0.5%

+21.1%Past year+18.0%

0.70%Fee0.08%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

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