CARZ vs VOO
First Trust S-Network Future Vehicles & Technology ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. CARZ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | CARZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $49M | $997.4B | |
| Dividend Yield | 1.33% | 1.08% | |
| Holdings | 105 | 509 | |
| YTD Return | +33.13% | +12.68% | |
| 1Y Return | +65.20% | +21.87% | |
| 3Y Return (annualized) | +28.09% | +22.06% | |
| 5Y Return (annualized) | +15.25% | +12.95% | |
| Volatility (annualized) | 24.2% | 14.1% | |
| Max Drawdown | -51.2% | -34.3% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 9, 2011 | Sep 7, 2010 |
CARZ vs VOO Performance
First Trust S-Network Future Vehicles & Technology ETF (CARZ) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CARZ returned +65.20% while VOO returned +21.87%. Year to date, CARZ is up 33.13% versus a gain of 12.68% for VOO.
Over three years, CARZ compounded at +28.09% per year against +22.06% for VOO; over five years the annualized figures are +15.25% and +12.95% respectively. Across the full 15-year window we track, VOO has the edge at +13.47% annualized vs +10.38%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CARZ has been the more volatile fund, with annualized monthly volatility of 24.2% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -51.2% for CARZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CARZ charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, CARZ currently yields 1.33% against 1.08% for VOO.
Holdings Overlap
CARZ and VOO share 21 holdings out of 583 unique holdings combined, representing a 25.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CARZ or VOO?
CARZ has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, CARZ or VOO?
Over the past year CARZ returned +65.20% vs +21.87% for VOO, so CARZ leads on 1-year performance. Over the longest common window we track (15 years), CARZ annualized +10.38% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, CARZ or VOO?
CARZ has been the more volatile fund at 24.2% annualized versus 14.1% for VOO. Worst drawdown: CARZ -51.2% vs VOO -34.3%.
Should I hold both CARZ and VOO?
CARZ and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CARZ and VOO?
CARZ and VOO share 21 common holdings with a 25.7% weight overlap. Combined, they hold 583 unique securities.
Which pays a higher dividend, CARZ or VOO?
CARZ yields 1.33% while VOO yields 1.08%, so CARZ currently pays the higher dividend yield.
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