CARZ vs. ESGY ETF Comparison

Comparison of First Trust NASDAQ Global Auto Index Fund (CARZ) to American Century Sustainable Growth ETF (ESGY)

CARZ

First Trust NASDAQ Global Auto Index Fund

CARZ Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ OMX Global Auto Index(SM). The index is owned and was developed by The NASDAQ OMX Group, Inc. (the "Index Provider"). The index Provider has contracted with Standard & Poor's to calculate and maintain the index. The index is designed to track the performance of the largest and most liquid companies engaged in manufacturing of automobiles. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.13

Average Daily Volume

2,216

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.10

Average Daily Volume

839

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CARZ	ESGY
30 Days	-0.63%	1.25%
60 Days	3.23%	3.70%
90 Days	1.20%	4.65%
12 Months	9.53%	30.12%

8 Overlapping Holdings

Symbol	Grade	Weight in CARZ	Weight in ESGY	Overlap
AAPL	C	4.56%	12.07%	4.56%
ADI	D	1.81%	0.5%	0.5%
AMD	F	3.87%	1.49%	1.49%
APTV	F	0.39%	0.39%	0.39%
GOOGL	C	4.96%	6.79%	4.96%
MSFT	D	4.7%	13.99%	4.7%
NVDA	B	4.98%	11.47%	4.98%
TSLA	B	5.97%	1.87%	1.87%

CARZ Overweight 44 Positions Relative to ESGY

Symbol	Grade	Weight
TSM	B	4.64%
TXN	C	3.23%
QCOM	F	3.14%
TM	F	2.73%
MU	D	1.88%
INTC	C	1.84%
MRVL	B	1.33%
GM	C	1.11%
PCAR	B	1.02%
NXPI	D	0.98%
CMI	A	0.84%
F	C	0.74%
RMBS	B	0.64%
INDI	C	0.62%
MCHP	F	0.59%
HMC	F	0.58%
SITM	B	0.57%
MXL	C	0.56%
SYNA	C	0.53%
AMBA	B	0.51%
XPEV	C	0.51%
PLUG	F	0.51%
RIVN	F	0.51%
STLA	F	0.51%
LSCC	D	0.5%
BWA	D	0.5%
ALB	B	0.5%
ON	D	0.49%
ALGM	D	0.49%
STM	F	0.48%
SLAB	F	0.48%
AUR	C	0.48%
ST	F	0.47%
LEA	F	0.46%
SQM	D	0.44%
SWKS	F	0.44%
CRUS	D	0.43%
CHPT	F	0.43%
BIDU	F	0.42%
PSNY	F	0.42%
LI	F	0.42%
NIO	F	0.36%
QRVO	F	0.33%
LCID	F	0.32%

CARZ Underweight 76 Positions Relative to ESGY

Symbol	Grade	Weight
AMZN	C	-5.06%
META	D	-3.97%
V	A	-2.6%
LLY	F	-2.57%
AVGO	D	-1.61%
NOW	A	-1.53%
MA	B	-1.49%
HD	B	-1.17%
AMAT	F	-1.14%
ABBV	F	-1.01%
CDNS	B	-0.96%
NVO	F	-0.96%
PEP	F	-0.96%
TJX	A	-0.93%
UBER	F	-0.92%
TT	A	-0.89%
PGR	A	-0.76%
WDAY	B	-0.73%
INTU	B	-0.73%
IDXX	F	-0.71%
UNH	B	-0.7%
CRM	B	-0.68%
LIN	C	-0.67%
KO	D	-0.66%
HLT	A	-0.61%
ASML	F	-0.6%
ADP	A	-0.59%
NFLX	A	-0.58%
ADBE	C	-0.57%
CI	D	-0.56%
VRT	B	-0.55%
CMG	B	-0.55%
ZTS	D	-0.55%
SQ	A	-0.55%
A	D	-0.53%
VRTX	D	-0.52%
EQIX	A	-0.5%
FDX	B	-0.5%
MSI	B	-0.44%
UNP	C	-0.44%
SPGI	C	-0.43%
CDW	F	-0.42%
DECK	A	-0.41%
CRWD	B	-0.4%
ANET	C	-0.37%
SYY	D	-0.36%
YETI	D	-0.36%
PANW	B	-0.35%
TSCO	D	-0.32%
SLB	C	-0.32%
ACN	B	-0.31%
TGT	F	-0.3%
DT	D	-0.29%
ABNB	C	-0.29%
KMX	B	-0.28%
POOL	C	-0.28%
EBAY	D	-0.28%
XYL	D	-0.28%
SNOW	B	-0.27%
DDOG	A	-0.25%
ETN	A	-0.25%
OKTA	C	-0.24%
WST	C	-0.21%
ELV	F	-0.2%
GWW	B	-0.18%
MDB	B	-0.16%
SAIA	B	-0.15%
CPRT	B	-0.15%
CROX	D	-0.14%
HUBS	A	-0.13%
TREX	C	-0.13%
BURL	B	-0.12%
PD	C	-0.11%
URI	C	-0.1%
LULU	C	-0.07%
DXCM	C	-0.05%