VCAR vs. CARZ
Compare and contrast key facts about Simplify Volt RoboCar Disruption and Tech ETF (VCAR) and First Trust NASDAQ Global Auto Index Fund (CARZ).
VCAR and CARZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VCAR is an actively managed fund by Simplify. It was launched on Dec 28, 2020. 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.
Performance
VCAR vs. CARZ - Performance Comparison
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VCAR vs. CARZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VCAR Simplify Volt RoboCar Disruption and Tech ETF | -22.35% | -14.73% | 152.27% | 58.33% | -61.11% | 18.52% | 4.79% |
CARZ First Trust NASDAQ Global Auto Index Fund | 3.74% | 37.18% | 3.26% | 42.47% | -31.25% | 18.09% | 0.92% |
Returns By Period
In the year-to-date period, VCAR achieves a -22.35% return, which is significantly lower than CARZ's 3.74% return.
VCAR
- 1D
- 4.57%
- 1M
- -10.10%
- YTD
- -22.35%
- 6M
- -49.41%
- 1Y
- -0.94%
- 3Y*
- 25.43%
- 5Y*
- 6.75%
- 10Y*
- —
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%
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VCAR vs. CARZ - Expense Ratio Comparison
VCAR has a 0.95% expense ratio, which is higher than CARZ's 0.70% expense ratio.
Return for Risk
VCAR vs. CARZ — Risk / Return Rank
VCAR
CARZ
VCAR vs. CARZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Volt RoboCar Disruption and Tech ETF (VCAR) and First Trust NASDAQ Global Auto Index Fund (CARZ). 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.
| VCAR | CARZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 1.80 | -1.82 |
Sortino ratioReturn per unit of downside risk | 0.45 | 2.45 | -2.00 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.34 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.05 | 3.10 | -3.15 |
Martin ratioReturn relative to average drawdown | -0.10 | 12.53 | -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
| VCAR | CARZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.80 | -1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.32 | -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 | 0.10 | 0.34 | -0.25 |
Correlation
The correlation between VCAR and CARZ 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
VCAR vs. CARZ - Dividend Comparison
VCAR's dividend yield for the trailing twelve months is around 29.62%, more than CARZ's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
VCAR vs. CARZ - Drawdown Comparison
The maximum VCAR drawdown since its inception was -69.11%, which is greater than CARZ's maximum drawdown of -51.20%. Use the drawdown chart below to compare losses from any high point for VCAR and CARZ.
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Drawdown Indicators
| VCAR | CARZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.11% | -51.20% | -17.91% |
Max Drawdown (1Y)Largest decline over 1 year | -53.92% | -16.91% | -37.01% |
Max Drawdown (5Y)Largest decline over 5 years | -69.11% | -40.30% | -28.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.20% | — |
Current DrawdownCurrent decline from peak | -51.82% | -10.07% | -41.75% |
Average DrawdownAverage peak-to-trough decline | -37.48% | -13.03% | -24.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.42% | 4.19% | +21.23% |
Volatility
VCAR vs. CARZ - Volatility Comparison
Simplify Volt RoboCar Disruption and Tech ETF (VCAR) and First Trust NASDAQ Global Auto Index Fund (CARZ) have volatilities of 11.07% and 11.13%, 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
| VCAR | CARZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.07% | 11.13% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 39.16% | 19.44% | +19.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.56% | 30.54% | +32.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.33% | 27.64% | +21.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.22% | 26.03% | +23.19% |