XTN vs. CARZ
Compare and contrast key facts about SPDR S&P Transportation ETF (XTN) and First Trust NASDAQ Global Auto Index Fund (CARZ).
XTN and CARZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTN is a passively managed fund by State Street that tracks the performance of the S&P Transportation Select Industry Index. It was launched on Jan 26, 2011. 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. Both XTN and CARZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTN or CARZ.
Correlation
The correlation between XTN and CARZ is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XTN vs. CARZ - Performance Comparison
Key characteristics
XTN:
-0.35
CARZ:
-0.06
XTN:
-0.33
CARZ:
0.13
XTN:
0.96
CARZ:
1.02
XTN:
-0.29
CARZ:
-0.07
XTN:
-0.93
CARZ:
-0.20
XTN:
10.61%
CARZ:
9.53%
XTN:
28.57%
CARZ:
31.17%
XTN:
-43.77%
CARZ:
-51.20%
XTN:
-26.24%
CARZ:
-17.22%
Returns By Period
In the year-to-date period, XTN achieves a -18.35% return, which is significantly lower than CARZ's -10.31% return. Both investments have delivered pretty close results over the past 10 years, with XTN having a 4.09% annualized return and CARZ not far ahead at 4.14%.
XTN
-18.35%
-7.12%
-14.77%
-8.47%
10.36%
4.09%
CARZ
-10.31%
-10.13%
-9.07%
-4.65%
16.43%
4.14%
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XTN vs. CARZ - Expense Ratio Comparison
XTN has a 0.35% expense ratio, which is lower than CARZ's 0.70% expense ratio.
Risk-Adjusted Performance
XTN vs. CARZ — Risk-Adjusted Performance Rank
XTN
CARZ
XTN vs. CARZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Transportation ETF (XTN) 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.
Dividends
XTN vs. CARZ - Dividend Comparison
XTN's dividend yield for the trailing twelve months is around 1.11%, less than CARZ's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTN SPDR S&P Transportation ETF | 1.11% | 0.93% | 0.73% | 1.04% | 1.02% | 0.75% | 1.17% | 0.98% | 0.64% | 0.66% | 1.03% | 0.39% |
CARZ First Trust NASDAQ Global Auto Index Fund | 1.17% | 1.17% | 1.40% | 1.59% | 2.26% | 0.63% | 3.23% | 2.85% | 2.10% | 2.48% | 1.64% | 1.69% |
Drawdowns
XTN vs. CARZ - Drawdown Comparison
The maximum XTN drawdown since its inception was -43.77%, smaller than the maximum CARZ drawdown of -51.20%. Use the drawdown chart below to compare losses from any high point for XTN and CARZ. For additional features, visit the drawdowns tool.
Volatility
XTN vs. CARZ - Volatility Comparison
SPDR S&P Transportation ETF (XTN) and First Trust NASDAQ Global Auto Index Fund (CARZ) have volatilities of 19.40% and 19.93%, 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.