CARZ vs. VCAR
Compare and contrast key facts about First Trust NASDAQ Global Auto Index Fund (CARZ) and Simplify Volt RoboCar Disruption and Tech ETF (VCAR).
CARZ and VCAR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CARZ is a passively managed fund by First Trust that tracks the performance of the NASDAQ OMX Global Automobile (TR). It was launched on May 9, 2011. VCAR is an actively managed fund by Simplify. It was launched on Dec 28, 2020.
Performance
CARZ vs. VCAR - Performance Comparison
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CARZ vs. VCAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CARZ First Trust NASDAQ Global Auto Index Fund | 3.74% | 37.18% | 3.26% | 42.47% | -31.25% | 18.09% | 0.92% |
VCAR Simplify Volt RoboCar Disruption and Tech ETF | -22.35% | -14.73% | 152.27% | 58.33% | -61.11% | 18.52% | 4.79% |
Returns By Period
In the year-to-date period, CARZ achieves a 3.74% return, which is significantly higher than VCAR's -22.35% return.
CARZ
- 1D
- 5.11%
- 1M
- -8.16%
- YTD
- 3.74%
- 6M
- 12.72%
- 1Y
- 54.64%
- 3Y*
- 18.45%
- 5Y*
- 8.71%
- 10Y*
- 11.68%
VCAR
- 1D
- 4.57%
- 1M
- -10.10%
- YTD
- -22.35%
- 6M
- -49.41%
- 1Y
- -0.94%
- 3Y*
- 25.43%
- 5Y*
- 6.75%
- 10Y*
- —
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CARZ vs. VCAR - Expense Ratio Comparison
CARZ has a 0.70% expense ratio, which is lower than VCAR's 0.95% expense ratio.
Return for Risk
CARZ vs. VCAR — Risk / Return Rank
CARZ
VCAR
CARZ vs. VCAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust NASDAQ Global Auto Index Fund (CARZ) and Simplify Volt RoboCar Disruption and Tech ETF (VCAR). 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.
| CARZ | VCAR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | -0.02 | +1.82 |
Sortino ratioReturn per unit of downside risk | 2.45 | 0.45 | +2.00 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.05 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 3.10 | -0.05 | +3.15 |
Martin ratioReturn relative to average drawdown | 12.53 | -0.10 | +12.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CARZ | VCAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | -0.02 | +1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.14 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.10 | +0.25 |
Correlation
The correlation between CARZ and VCAR is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CARZ vs. VCAR - Dividend Comparison
CARZ's dividend yield for the trailing twelve months is around 2.06%, less than VCAR's 29.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CARZ First Trust NASDAQ Global Auto Index Fund | 2.06% | 2.13% | 1.17% | 1.40% | 1.59% | 2.25% | 0.63% | 3.23% | 2.85% | 2.11% | 2.47% | 1.64% |
VCAR Simplify Volt RoboCar Disruption and Tech ETF | 29.62% | 23.87% | 0.62% | 0.00% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CARZ vs. VCAR - Drawdown Comparison
The maximum CARZ drawdown since its inception was -51.20%, smaller than the maximum VCAR drawdown of -69.11%. Use the drawdown chart below to compare losses from any high point for CARZ and VCAR.
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Drawdown Indicators
| CARZ | VCAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.20% | -69.11% | +17.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.91% | -53.92% | +37.01% |
Max Drawdown (5Y)Largest decline over 5 years | -40.30% | -69.11% | +28.81% |
Max Drawdown (10Y)Largest decline over 10 years | -51.20% | — | — |
Current DrawdownCurrent decline from peak | -10.07% | -51.82% | +41.75% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -37.48% | +24.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 25.42% | -21.23% |
Volatility
CARZ vs. VCAR - Volatility Comparison
First Trust NASDAQ Global Auto Index Fund (CARZ) and Simplify Volt RoboCar Disruption and Tech ETF (VCAR) have volatilities of 11.13% and 11.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CARZ | VCAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.13% | 11.07% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 19.44% | 39.16% | -19.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.54% | 62.56% | -32.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.64% | 49.33% | -21.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.03% | 49.22% | -23.19% |