CARZ - ETF AI Analysis

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First Trust NASDAQ Global Auto Index Fund (CARZ)

Rating:62Neutral

Price Target:―

CARZ’s rating reflects a mix of high-quality tech and auto leaders that support long-term growth, led by major positions in companies like Alphabet, TSMC, and Microsoft, which benefit from strong financial performance and strategic focus on AI and cloud technologies. Additional strength comes from holdings such as Nvidia, Apple, Micron, and Toyota, which show solid earnings and growth potential, though often with elevated valuations. The main risk is that many top holdings are concentrated in technology and AI-related businesses rather than traditional autos, which can increase volatility and sensitivity to shifts in tech sentiment and valuations.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.

Strong Semiconductor Exposure

Several top holdings in chipmakers and related technology companies have delivered strong results, helping support the fund’s overall performance.

Global Auto and Tech Mix

The fund combines U.S. leaders with international names across the auto and technology supply chain, giving investors exposure to global trends in vehicles and related technologies.

Negative Factors

High Expense Ratio

The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees each year.

Concentration in U.S. and Technology

A large share of the portfolio is in U.S. stocks and the technology sector, which increases the risk if that country or sector faces a downturn.

Mixed Performance Among Top Holdings

Some of the largest positions, including major technology and auto names, have shown weak or negative performance this year, which could weigh on future returns if the trend continues.

CARZ vs. SPDR S&P 500 ETF (SPY)

AUM51.87M

RegionGlobal

Expense Ratio0.70%

Beta1.31

IssuerFirst Trust

Inception DateMay 09, 2011

Dividend Yield1.92%

Asset ClassEquity

Index TrackedS-Network Electric & Future Vehicle Ecosystem Index - Benchmark TR Net

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,345

30 Day Avg. Volume5,736

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

101.40

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering90

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

CARZ Summary

CARZ is an ETF that follows the S-Network Electric & Future Vehicle Ecosystem Index, focusing on the global auto and mobility theme. It holds companies tied to electric cars, self-driving technology, and key auto parts, with a strong tilt toward technology stocks. Well-known holdings include Tesla, Apple, Microsoft, Nvidia, and Toyota. Someone might invest in CARZ to bet on the long-term growth of electric and next-generation vehicles while getting instant diversification across many related companies. A key risk is that it is heavily exposed to tech and auto stocks, so its price can swing a lot and may drop if these areas fall out of favor.

How much will it cost me?The ETF CARZ has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because CARZ is actively managed to focus on the niche theme of global mobility and automotive innovation. Funds with specialized strategies often have higher costs due to the research and management involved.

What would affect this ETF?CARZ could benefit from the growing demand for electric vehicles, advancements in autonomous driving technology, and global efforts to adopt sustainable transportation solutions, as many of its top holdings are leaders in these areas. However, challenges such as rising interest rates, economic slowdowns, or stricter regulations on automotive emissions could negatively impact the fund's performance, especially given its reliance on technology and consumer cyclical sectors. Global supply chain disruptions or geopolitical tensions might also affect key holdings like Tesla, Toyota, and Nvidia.

CARZ Top 10 Holdings

Despite its auto theme, CARZ is really being steered by chipmakers and Big Tech. High-flying semiconductor names like Micron, Intel, and TSMC are doing the heavy lifting, with Micron and Intel especially rising and giving the fund a strong tech-powered engine. Nvidia is more mixed lately, and Tesla has been losing traction, while Apple and Microsoft have also been lagging, acting as a bit of a brake. With a heavy tilt toward global technology and U.S. mega-cap platforms, this is less a pure car play and more a bet on the digital guts of future vehicles.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MU	Micron	5.66%	$2.95M	$489.91B	371.12%	79 Outperform
AMD	Advanced Micro Devices	5.23%	$2.73M	$411.47B	112.16%	73 Outperform
TSM	TSMC	4.53%	$2.36M	$1.50T	63.13%	81 Outperform
NVDA	Nvidia	4.42%	$2.30M	$4.65T	54.44%	76 Outperform
GOOGL	Alphabet Class A	4.41%	$2.30M	$4.06T	68.39%	85 Outperform
AAPL	Apple	4.23%	$2.21M	$3.77T	8.71%	79 Outperform
TSLA	Tesla	4.06%	$2.12M	$1.43T	4.07%	73 Outperform
MSFT	Microsoft	3.85%	$2.01M	$3.58T	4.46%	79 Outperform
INTC	Intel	2.51%	$1.31M	$243.66B	143.18%	64 Neutral
7203	Toyota Motor	2.49%	$1.30M	¥43.62T	15.97%	80 Outperform

CARZ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

79.07

Positive

100DMA

76.17

Positive

200DMA

67.79

Positive

Market Momentum

MACD

2.23

Negative

RSI

67.68

Neutral

STOCH

88.42

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CARZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 83.89, equal to the 50-day MA of 79.07, and equal to the 200-day MA of 67.79, indicating a bullish trend. The MACD of 2.23 indicates Negative momentum. The RSI at 67.68 is Neutral, neither overbought nor oversold. The STOCH value of 88.42 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CARZ.

CARZ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CARZ	―	―	$51.87M	0.70%	―
VEGI	―	―	$98.85M	0.39%	―
LITP	―	―	$68.42M	0.65%	―
DRNZ	―	―	$60.29M	0.65%	―
FDRV	―	―	$26.53M	0.39%	―
MOTO	―	―	$8.71M	0.68%	―

Performance Comparison

CARZ

First Trust NASDAQ Global Auto Index Fund

86.78

29.67

51.95%

VEGI

iShares MSCI Global Agriculture Producers ETF

―

LITP

Sprott Lithium Miners ETF

―

DRNZ

REX Drone ETF

―

FDRV

Fidelity Electric Vehicles and Future Transportation ETF

―

MOTO

SmartETFs Smart Transportation & Technology ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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