CARZ vs IYW

ACARZ

BIYW

Measures won1–5IYW wins · of 6 · 5Y

$10,000 · 5Y$22,504IYW · CARZ $16,014

Lowest cost0.37%IYW · $37 on $10k

Most income1.14%CARZ · $114 on $10k

Smallest drop−16.8%IYW · worst fall in 1Y

Held in common29.1%CARZ and IYW

CARZ

IYW

First Trust S-Network Future Vehicles & Technology ETF · $42MiShares U.S. Technology ETF · $23.5B

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

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

0.70%Expense ratio$70 · $37 on $10k · lower wins0.37%

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

−24.1%Worst dropSmaller wins−16.8%

32.9%VolatilityLower wins25.0%

1–5IYW wins

$10,000 · 5 yearsOne scale

Shared top holdingsCARZ · IYW

5.1%AAPL17.4%

5.1%MSFT13.6%

4.5%NVDA16.7%

4.1%AMD2.9%

Held in common29.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+1.2%	+20.0%	+15.2%	+33.2%	+17.6%	−16.8%	$23.5B
2	ACARZ	First Trust S-Network Future Vehicles & Technology ETFRead Desk		0.70%	1.14%	+0.7%	+20.8%	+21.1%	+27.7%	+9.9%	−24.1%	$42M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+1.2%	+20.0%	+15.2%	+33.2%	+17.6%	−16.8%	$23.5B
2	ACARZ	First Trust S-Network Future Vehicles & Technology ETFRead Desk		0.70%	1.14%	+0.7%	+20.8%	+21.1%	+27.7%	+9.9%	−24.1%	$42M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CARZ vs IYW

CARZ

First Trust S-Network Future Vehicles & Technology

$16,014

IYW

iShares U.S. Technology

$22,504

MeasureCARZIYW

Fee0.70%0.37%

Cost on $10k a year$70$37

Yield1.14%0.10%

5 years, per year+9.9%+17.6%

3 years, per year+27.7%+33.2%

Worst drop · 1Y−24.1%−16.8%

Volatility · 1Y32.9%25.0%

5–1measures won
IYW first

29.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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