BOTT vs. SWPPX

Last updated Jul 14, 2026

BOTT (Themes Humanoid Robotics ETF) and SWPPX (Schwab S&P 500 Index Fund) are both funds - BOTT is a Robotics fund tracking the Solactive Global Humanoid Robotics Index, while SWPPX is a Large Cap Blend Equities fund tracking the S&P 500 Index. Both are passively managed. Over the past year, BOTT returned 44.42% vs 22.46% for SWPPX. A 0.70 correlation means they provide meaningful diversification when combined. BOTT charges 0.35%/yr vs 0.02%/yr for SWPPX.

Performance

BOTT vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Themes Humanoid Robotics ETF (BOTT) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BOTT achieves a 4.46% return, which is significantly lower than SWPPX's 11.35% return.

BOTT

• 1D: -6.48%
• 1M: -11.09%
• 6M: -1.61%
• YTD: 4.46%
• 1Y: 44.42%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SWPPX

• 1D: 0.46%
• 1M: 2.04%
• 6M: 9.23%
• YTD: 11.35%
• 1Y: 22.46%
• 3Y*: 21.36%
• 5Y*: 13.22%
• 10Y*: 15.29%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BOTT vs. SWPPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BOTT Themes Humanoid Robotics ETF	4.46%	55.56%	10.73%
SWPPX Schwab S&P 500 Index Fund	11.35%	17.87%	19.50%

Correlation

The correlation between BOTT and SWPPX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.61
Correlation (All Time) Calculated using the full available price history since Apr 22, 2024	0.70

The correlation between BOTT and SWPPX has been stable across timeframes, ranging from 0.61 to 0.70 - a consistent structural relationship.

BOTT vs. SWPPX - Sectors Allocation Comparison

Sectors	BOTT	SWPPX
Industrials	44.3%	7.8%
Technology	17.5%	39.0%
Consumer Cyclical	11.9%	9.9%
Financial Services	0.0%	11.1%
Basic Materials	-	1.7%
Communication Services	-	10.6%
Consumer Defensive	-	4.5%
Energy	-	3.1%
Healthcare	-	8.3%
Real Estate	-	1.8%
Utilities	-	2.1%

Return for Risk

BOTT vs. SWPPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BOTT

BOTT Risk / Return Rank: 36
BOTT Sharpe Ratio Rank: 38
BOTT Sortino Ratio Rank: 40
BOTT Omega Ratio Rank: 36
BOTT Calmar Ratio Rank: 36
BOTT Martin Ratio Rank: 29

SWPPX

SWPPX Risk / Return Rank: 65
SWPPX Sharpe Ratio Rank: 63
SWPPX Sortino Ratio Rank: 59
SWPPX Omega Ratio Rank: 61
SWPPX Calmar Ratio Rank: 66
SWPPX Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BOTT vs. SWPPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Themes Humanoid Robotics ETF (BOTT) and Schwab S&P 500 Index Fund (SWPPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BOTT	SWPPX	Difference
Sharpe ratio: Return per unit of total volatility	1.10	1.77	-0.66
Sortino ratio: Return per unit of downside risk	1.70	2.42	-0.73
Omega ratio: Gain probability vs. loss probability	1.20	1.32	-0.12
Calmar ratio: Return relative to maximum drawdown	1.45	2.49	-1.04
Martin ratio: Return relative to average drawdown	3.31	10.92	-7.61

BOTT vs. SWPPX - Sharpe Ratio Comparison

The current BOTT Sharpe Ratio is 1.10, which is lower than the SWPPX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of BOTT and SWPPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BOTT vs. SWPPX - Drawdown Comparison

The maximum BOTT drawdown since its inception was -30.74%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BOTT and SWPPX.

Drawdown Indicators

	BOTT	SWPPX	Difference
Max Drawdown Largest peak-to-trough decline	-30.74%	-55.06%	+24.32%
Max Drawdown (1Y) Largest decline over 1 year	-30.74%	-8.89%	-21.85%
Max Drawdown (3Y) Largest decline over 3 years	—	-18.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.80%	—
Current Drawdown Current decline from peak	-30.09%	-0.31%	-29.78%
Average Drawdown Average peak-to-trough decline	-7.46%	-9.92%	+2.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.46%	2.02%	+11.44%

Volatility

BOTT vs. SWPPX - Volatility Comparison

Themes Humanoid Robotics ETF (BOTT) has a higher volatility of 15.65% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.28%. This indicates that BOTT's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOTT	SWPPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.65%	4.28%	+11.37%
Volatility (6M) Calculated over the trailing 6-month period	34.26%	9.98%	+24.28%
Volatility (1Y) Calculated over the trailing 1-year period	40.52%	12.55%	+27.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.45%	17.03%	+17.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.45%	18.21%	+16.24%

BOTT vs. SWPPX - Expense Ratio Comparison

BOTT has a 0.35% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

Dividends

BOTT vs. SWPPX - Dividend Comparison

BOTT's dividend yield for the trailing twelve months is around 0.13%, less than SWPPX's 1.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOTT Themes Humanoid Robotics ETF	0.13%	0.14%	1.74%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SWPPX Schwab S&P 500 Index Fund	1.00%	1.11%	1.23%	1.43%	1.67%	1.27%	1.81%	1.95%	2.67%	1.79%	2.55%	3.17%

Frequently Asked Questions

Can I hold both BOTT and SWPPX in my portfolio?

BOTT and SWPPX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BOTT or SWPPX?

BOTT has higher volatility (15.65%) compared to SWPPX (4.28%). In terms of maximum drawdown, BOTT dropped -30.74% vs SWPPX's -55.06%.

Which has better risk-adjusted returns?

SWPPX currently has the higher Sharpe Ratio (1.77 vs 1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.