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BOTZ vs. CVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BOTZ vs. CVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Chevron Corporation (CVX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BOTZ achieves a 2.46% return, which is significantly lower than CVX's 25.18% return.


BOTZ

1D
-0.38%
1M
-10.83%
YTD
2.46%
6M
2.47%
1Y
18.98%
3Y*
8.57%
5Y*
1.51%
10Y*

CVX

1D
0.75%
1M
1.58%
YTD
25.18%
6M
27.20%
1Y
34.55%
3Y*
10.25%
5Y*
16.33%
10Y*
10.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BOTZ vs. CVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
2.46%14.17%12.26%38.97%-42.69%8.65%51.92%31.80%-28.34%58.01%
CVX
Chevron Corporation
25.18%10.10%1.29%-13.63%58.46%46.24%-25.95%15.27%-9.75%10.59%

Correlation

The correlation between BOTZ and CVX is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Sep 13, 2016

0.28

The correlation between BOTZ and CVX shifts across timeframes, from -0.14 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

BOTZ vs. CVX — Risk / Return Rank

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

BOTZ
BOTZ Risk / Return Rank: 2525
Overall Rank
BOTZ Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
BOTZ Sortino Ratio Rank: 2525
Sortino Ratio Rank
BOTZ Omega Ratio Rank: 2424
Omega Ratio Rank
BOTZ Calmar Ratio Rank: 2424
Calmar Ratio Rank
BOTZ Martin Ratio Rank: 2727
Martin Ratio Rank

CVX
CVX Risk / Return Rank: 8080
Overall Rank
CVX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CVX Sortino Ratio Rank: 7979
Sortino Ratio Rank
CVX Omega Ratio Rank: 7878
Omega Ratio Rank
CVX Calmar Ratio Rank: 8080
Calmar Ratio Rank
CVX Martin Ratio Rank: 8080
Martin Ratio Rank
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.

BOTZ vs. CVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Chevron Corporation (CVX). 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.


BOTZCVXDifference
Sharpe ratioReturn per unit of total volatility

-0.81

Sortino ratioReturn per unit of downside risk

-0.90

Omega ratioGain probability vs. loss probability

1.14

1.27

-0.13

Calmar ratioReturn relative to maximum drawdown

0.99

2.48

-1.50

Martin ratioReturn relative to average drawdown

3.26

6.10

-2.84

BOTZ vs. CVX - Sharpe Ratio Comparison

The current BOTZ Sharpe Ratio is 0.76, which is lower than the CVX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of BOTZ and CVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BOTZ vs. CVX - Drawdown Comparison

The maximum BOTZ drawdown since its inception was -55.54%, roughly equal to the maximum CVX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for BOTZ and CVX.


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Drawdown Indicators


BOTZCVXDifference

Max Drawdown

Largest peak-to-trough decline

-55.54%

-55.77%

+0.23%

Max Drawdown (1Y)

Largest decline over 1 year

-19.34%

-13.99%

-5.35%

Max Drawdown (3Y)

Largest decline over 3 years

-29.02%

-20.64%

-8.38%

Max Drawdown (5Y)

Largest decline over 5 years

-55.54%

-24.95%

-30.59%

Max Drawdown (10Y)

Largest decline over 10 years

-55.77%

Current Drawdown

Current decline from peak

-10.83%

-10.52%

-0.31%

Average Drawdown

Average peak-to-trough decline

-18.29%

-11.39%

-6.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.84%

5.68%

+0.16%

Volatility

BOTZ vs. CVX - Volatility Comparison

Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a higher volatility of 8.89% compared to Chevron Corporation (CVX) at 7.62%. This indicates that BOTZ's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BOTZCVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.89%

7.62%

+1.27%

Volatility (6M)

Calculated over the trailing 6-month period

19.49%

17.86%

+1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

25.07%

22.06%

+3.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.90%

25.15%

+1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.79%

29.16%

-3.37%

Dividends

BOTZ vs. CVX - Dividend Comparison

BOTZ's dividend yield for the trailing twelve months is around 0.64%, less than CVX's 3.73% yield.


PositionTTM20252024202320222021202020192018201720162015
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
0.64%0.66%0.13%0.20%0.23%0.16%0.19%0.83%1.44%0.01%0.06%0.00%
CVX
Chevron Corporation
3.73%4.49%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%

Frequently Asked Questions


BOTZ and CVX have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BOTZ has higher volatility (8.89%) compared to CVX (7.62%). In terms of maximum drawdown, BOTZ dropped -55.54% vs CVX's -55.77%.

CVX currently has the higher Sharpe Ratio (1.57 vs 0.76), 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.

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