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CARZ vs. MMKT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CARZ vs. MMKT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust NASDAQ Global Auto Index Fund (CARZ) and Texas Capital Government Money Market ETF (MMKT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CARZ achieves a 55.65% return, which is significantly higher than MMKT's 1.62% return.


CARZ

1D
1.10%
1M
6.29%
YTD
55.65%
6M
55.06%
1Y
111.14%
3Y*
33.08%
5Y*
16.57%
10Y*
17.03%

MMKT

1D
0.01%
1M
0.25%
YTD
1.62%
6M
1.73%
1Y
3.79%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CARZ vs. MMKT - Yearly Performance Comparison


2026 (YTD)20252024
CARZ
First Trust NASDAQ Global Auto Index Fund
55.65%37.18%2.07%
MMKT
Texas Capital Government Money Market ETF
1.62%4.13%1.22%

Correlation

The correlation between CARZ and MMKT is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (All Time)
Calculated using the full available price history since Sep 25, 2024

-0.04

The correlation between CARZ and MMKT shifts across timeframes, from -0.14 (1 year) to -0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CARZ vs. MMKT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CARZ
CARZ Risk / Return Rank: 9494
Overall Rank
CARZ Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
CARZ Sortino Ratio Rank: 9393
Sortino Ratio Rank
CARZ Omega Ratio Rank: 9393
Omega Ratio Rank
CARZ Calmar Ratio Rank: 9595
Calmar Ratio Rank
CARZ Martin Ratio Rank: 9595
Martin Ratio Rank

MMKT
MMKT Risk / Return Rank: 100100
Overall Rank
MMKT Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MMKT Sortino Ratio Rank: 100100
Sortino Ratio Rank
MMKT Omega Ratio Rank: 100100
Omega Ratio Rank
MMKT Calmar Ratio Rank: 100100
Calmar Ratio Rank
MMKT Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CARZ vs. MMKT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust NASDAQ Global Auto Index Fund (CARZ) and Texas Capital Government Money Market ETF (MMKT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CARZMMKTDifference
Sharpe ratioReturn per unit of total volatility

-12.87

Sortino ratioReturn per unit of downside risk

-58.62

Omega ratioGain probability vs. loss probability

1.61

15.54

-13.93

Calmar ratioReturn relative to maximum drawdown

7.74

152.72

-144.98

Martin ratioReturn relative to average drawdown

28.91

913.70

-884.79

CARZ vs. MMKT - Sharpe Ratio Comparison

The current CARZ Sharpe Ratio is 3.90, which is lower than the MMKT Sharpe Ratio of 16.76. The chart below compares the historical Sharpe Ratios of CARZ and MMKT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CARZ vs. MMKT - Drawdown Comparison

The maximum CARZ drawdown since its inception was -51.20%, which is greater than MMKT's maximum drawdown of -0.04%. Use the drawdown chart below to compare losses from any high point for CARZ and MMKT.


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Drawdown Indicators


CARZMMKTDifference

Max Drawdown

Largest peak-to-trough decline

-51.20%

-0.04%

-51.16%

Max Drawdown (1Y)

Largest decline over 1 year

-14.44%

-0.02%

-14.42%

Max Drawdown (3Y)

Largest decline over 3 years

-27.84%

Max Drawdown (5Y)

Largest decline over 5 years

-40.30%

Max Drawdown (10Y)

Largest decline over 10 years

-51.20%

Current Drawdown

Current decline from peak

-1.55%

0.00%

-1.55%

Average Drawdown

Average peak-to-trough decline

-12.87%

-0.00%

-12.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

0.00%

+3.86%

Volatility

CARZ vs. MMKT - Volatility Comparison

First Trust NASDAQ Global Auto Index Fund (CARZ) has a higher volatility of 14.58% compared to Texas Capital Government Money Market ETF (MMKT) at 0.05%. This indicates that CARZ's price experiences larger fluctuations and is considered to be riskier than MMKT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CARZMMKTDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.58%

0.05%

+14.53%

Volatility (6M)

Calculated over the trailing 6-month period

23.99%

0.13%

+23.86%

Volatility (1Y)

Calculated over the trailing 1-year period

28.74%

0.23%

+28.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.67%

0.23%

+28.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.55%

0.23%

+26.32%

CARZ vs. MMKT - Expense Ratio Comparison

CARZ has a 0.70% expense ratio, which is higher than MMKT's 0.20% expense ratio.


Dividends

CARZ vs. MMKT - Dividend Comparison

CARZ's dividend yield for the trailing twelve months is around 1.37%, less than MMKT's 3.71% yield.


PositionTTM20252024202320222021202020192018201720162015
CARZ
First Trust NASDAQ Global Auto Index Fund
1.37%2.13%1.17%1.40%1.59%2.25%0.63%3.23%2.85%2.11%2.47%1.64%
MMKT
Texas Capital Government Money Market ETF
3.71%3.98%1.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CARZ and MMKT have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CARZ has higher volatility (14.58%) compared to MMKT (0.05%). In terms of maximum drawdown, CARZ dropped -51.20% vs MMKT's -0.04%.

On 1-year performance, CARZ leads with 111.14% vs 3.79% for MMKT. On fees, MMKT is cheaper at 0.20% per year. On volatility, MMKT has been the lower-risk option at 0.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, CARZ has performed better with a 111.14% return vs 3.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MMKT is cheaper with a 0.20% expense ratio, compared with 0.70% for CARZ.

MMKT has the higher dividend yield at 3.71%, compared with 1.37% for CARZ.

CARZ is categorized as Consumer Discretionary Equities, while MMKT is Money Market. They also come from different issuers: First Trust and Texas Capital. Their fees differ too: 0.70% for CARZ and 0.20% for MMKT.

MMKT currently has the higher Sharpe Ratio (16.76 vs 3.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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