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Upturn AI SWOT - About
First Trust S-Network Future Vehicles & Technology ETF (CARZ)
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Upturn Advisory Summary
03/13/2025: CARZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.46% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Volume (30-day avg) 1642 | Beta 1.48 | 52 Weeks Range 50.54 - 62.73 | Updated Date 04/2/2025 |
52 Weeks Range 50.54 - 62.73 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust S-Network Future Vehicles & Technology ETF
ETF Overview
Overview
The First Trust S-Network Future Vehicles & Technology ETF (CARZ) focuses on investing in companies involved in the development, production, or use of new vehicle technologies. This includes electric vehicles, autonomous driving, and related technologies.
Reputation and Reliability
First Trust is a well-established ETF provider known for its thematic and sector-specific ETFs.
Management Expertise
First Trust has a dedicated team with experience in managing specialized ETFs.
Investment Objective
Goal
To seek long-term capital appreciation by investing in companies that are directly or indirectly engaged in the business of electric and autonomous vehicles, and other future transportation-related technology.
Investment Approach and Strategy
Strategy: The ETF aims to track the S-Network Electric & Future Vehicle Index (SNFV).
Composition The ETF primarily holds stocks of companies involved in future vehicle technology, including manufacturers, suppliers, and technology providers.
Market Position
Market Share: CARZ's market share is relatively small compared to broader technology ETFs, focusing on a niche segment.
Total Net Assets (AUM): 77877278
Competitors
Key Competitors
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- KraneShares Electric Vehicles and Future Mobility Index ETF (KARS)
Competitive Landscape
The competitive landscape includes broader technology ETFs and those specifically targeting electric and autonomous vehicles. CARZ offers a targeted approach but faces competition from ETFs with larger AUM and broader mandates. Advantages include a focused strategy; disadvantages include smaller AUM and potential concentration risk.
Financial Performance
Historical Performance: Historical performance varies with the performance of the electric vehicle and autonomous driving sectors.
Benchmark Comparison: The ETF's performance should be compared to the S-Network Electric & Future Vehicle Index (SNFV) to assess its tracking efficiency.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is usually small, indicating relatively efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, government regulations, technological advancements, and consumer adoption rates influence the ETF's performance.
Growth Trajectory
The growth trajectory is tied to the adoption of electric vehicles and autonomous driving technologies. Strategies and holdings may shift to reflect changes in market trends.
Moat and Competitive Advantages
Competitive Edge
CARZ's competitive edge lies in its focused strategy on future vehicle technologies and its partnership with S-Network. This concentration allows for targeted exposure to specific growth areas within the automotive industry. However, this also presents a risk due to the narrower focus compared to competitors.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to the growth-oriented nature of the sector.
Market Risk
Market risk includes fluctuations in stock prices and sector-specific risks related to technology adoption, regulatory changes, and competition.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term growth with a high-risk tolerance and an interest in future vehicle technologies.
Market Risk
The ETF is suitable for long-term investors who understand the risks and potential rewards of investing in a niche sector.
Summary
CARZ provides targeted exposure to companies involved in future vehicle technologies, making it suitable for investors seeking growth potential in this innovative sector. Its performance is closely tied to the adoption and advancement of electric vehicles and autonomous driving. While offering focused exposure, it comes with sector-specific risks and requires a long-term investment horizon. Investors should consider their risk tolerance and investment goals before investing.
Similar Companies
DRIV
Global X Autonomous & Electric Vehicles ETF
DRIV
Global X Autonomous & Electric Vehicles ETF
IDRV
iShares Self-Driving EV and Tech ETF
IDRV
iShares Self-Driving EV and Tech ETF
KARS
KraneShares Electric Vehicles and Future Mobility Index
KARS
KraneShares Electric Vehicles and Future Mobility Index
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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.
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