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Upturn AI SWOT - About
First Trust S-Network Future Vehicles & Technology ETF (CARZ)
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Upturn Advisory Summary
10/10/2025: CARZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.85% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.49 | 52 Weeks Range 40.90 - 62.43 | Updated Date 06/30/2025 |
52 Weeks Range 40.90 - 62.43 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust S-Network Future Vehicles & Technology ETF
ETF Overview
Overview
The First Trust S-Network Future Vehicles & Technology ETF (CARZ) is designed to track the performance of companies involved in the development, production, or use of future vehicles and related technologies. It focuses on companies benefiting from advancements in autonomous vehicles, electric vehicles, and related technological innovations, targeting a specific sector within the broader technology and automotive industries.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovation and offering specialized investment products.
Management Expertise
First Trust has an experienced management team with expertise in thematic investing and ETF structuring.
Investment Objective
Goal
To provide investors with exposure to companies that are expected to benefit from the development and adoption of future vehicle technologies.
Investment Approach and Strategy
Strategy: CARZ tracks an index that selects companies involved in future vehicles and technology, aiming for a focused exposure to the sector.
Composition The ETF primarily holds stocks of companies involved in automotive manufacturing, electric vehicle technology, autonomous driving systems, and related software and hardware.
Market Position
Market Share: CARZ holds a moderate market share within the thematic ETF space focusing on automotive technology.
Total Net Assets (AUM): 101240000
Competitors
Key Competitors
- IDRV
- KARS
- DRIV
Competitive Landscape
The market for future vehicle technology ETFs is competitive, with several funds offering exposure to similar themes. CARZ faces competition from larger, more liquid ETFs like IDRV and DRIV. CARZ's advantages may include a slightly different weighting methodology or expense ratio, while its disadvantages might be lower AUM and trading volume compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance data is readily available on financial websites, and performance varies based on market conditions.
Benchmark Comparison: Performance should be compared to a relevant benchmark index representing the future vehicles and technology sector to assess tracking effectiveness.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
CARZ's average trading volume provides sufficient liquidity for most retail investors.
Bid-Ask Spread
The bid-ask spread is usually reasonable but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, government regulations, and technological advancements in the automotive industry impact the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the adoption rate of electric vehicles, autonomous driving technologies, and related innovations.
Moat and Competitive Advantages
Competitive Edge
CARZ provides targeted exposure to the future vehicles and technology sector, allowing investors to participate in the growth of autonomous driving, electric vehicles, and related technologies. The ETF's relatively focused approach differentiates it from broader technology or industrial ETFs. First Trust's established reputation also adds to the ETF's appeal. However, the ETF is exposed to specific sectoral risks inherent in the nascent and rapidly evolving automotive technology market. The ETF provides investors a focused way to bet on future vehicular technological advancements.
Risk Analysis
Volatility
The ETF may exhibit higher volatility due to its focus on the rapidly evolving technology sector.
Market Risk
Risks include technological obsolescence, regulatory changes, competition, and economic downturns affecting the automotive industry.
Investor Profile
Ideal Investor Profile
Investors with a long-term horizon who are interested in the growth potential of the future vehicles and technology sector.
Market Risk
Suitable for long-term investors with a moderate to high risk tolerance seeking exposure to a specific thematic investment.
Summary
CARZ offers investors a targeted way to invest in the burgeoning future vehicle and technology sector. It tracks an index of companies involved in automotive tech innovation and has a moderate expense ratio. While CARZ is a small fund in a niche market, it provides a way for investors to get exposure to the potential growth of electric and autonomous vehicles. However, like all thematic ETFs, it is subjected to higher volatility and sector-specific risks. Investors should carefully consider their risk tolerance and time horizon before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risks, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust S-Network Future Vehicles & Technology ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets in the common stocks and depositary receipts that comprise the index. To be eligible for inclusion in the index, a company must be listed on a major recognized stock exchange and engaged in one of the following sectors: electric and autonomous vehicle manufacturing; enabling technologies or enabling materials. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.