BOTZ vs. LQD
BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) and LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) are both exchange-traded funds - BOTZ is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index, while LQD is a Corporate Bonds fund tracking the iBoxx $ Liquid Investment Grade Index. Both are passively managed. Over the past 5 years, BOTZ returned 2.06%/yr vs -0.10%/yr for LQD. At a 0.23 correlation, their price movements are largely independent. BOTZ charges 0.68%/yr vs 0.15%/yr for LQD.
Performance
BOTZ vs. LQD - Performance Comparison
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Returns By Period
In the year-to-date period, BOTZ achieves a 5.58% return, which is significantly higher than LQD's 0.80% return.
BOTZ
- 1D
- 3.04%
- 1M
- -4.92%
- YTD
- 5.58%
- 6M
- 6.30%
- 1Y
- 24.59%
- 3Y*
- 9.30%
- 5Y*
- 2.06%
- 10Y*
- —
LQD
- 1D
- -0.02%
- 1M
- 1.43%
- YTD
- 0.80%
- 6M
- 1.10%
- 1Y
- 5.78%
- 3Y*
- 4.95%
- 5Y*
- -0.10%
- 10Y*
- 2.52%
BOTZ vs. LQD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 5.58% | 14.17% | 12.26% | 38.97% | -42.69% | 8.65% | 51.92% | 31.80% | -28.34% | 58.01% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 0.80% | 7.90% | 0.86% | 9.40% | -17.92% | -1.84% | 10.97% | 17.37% | -3.79% | 7.06% |
Correlation
The correlation between BOTZ and LQD is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016 | 0.23 |
The correlation between BOTZ and LQD shifts across timeframes, from 0.23 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BOTZ vs. LQD — Risk / Return Rank
BOTZ
LQD
BOTZ vs. LQD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD). 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.
| BOTZ | LQD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.74 | -0.46 |
| Martin ratioReturn relative to average drawdown | 4.20 | 4.88 | -0.68 |
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Drawdowns
BOTZ vs. LQD - Drawdown Comparison
The maximum BOTZ drawdown since its inception was -55.54%, which is greater than LQD's maximum drawdown of -24.95%. Use the drawdown chart below to compare losses from any high point for BOTZ and LQD.
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Drawdown Indicators
| BOTZ | LQD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -24.95% | -30.59% |
Max Drawdown (1Y)Largest decline over 1 year | -19.34% | -3.34% | -16.00% |
Max Drawdown (3Y)Largest decline over 3 years | -29.02% | -8.43% | -20.59% |
Max Drawdown (5Y)Largest decline over 5 years | -55.54% | -24.95% | -30.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.95% | — |
Current DrawdownCurrent decline from peak | -8.12% | -3.39% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -18.28% | -3.99% | -14.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.86% | 1.19% | +4.67% |
Volatility
BOTZ vs. LQD - Volatility Comparison
Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a higher volatility of 9.53% compared to iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) at 1.78%. This indicates that BOTZ's price experiences larger fluctuations and is considered to be riskier than LQD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOTZ | LQD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.53% | 1.78% | +7.75% |
Volatility (6M)Calculated over the trailing 6-month period | 19.72% | 4.02% | +15.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.24% | 5.32% | +19.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.95% | 8.65% | +18.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.81% | 8.69% | +17.12% |
BOTZ vs. LQD - Expense Ratio Comparison
BOTZ has a 0.68% expense ratio, which is higher than LQD's 0.15% expense ratio.
Dividends
BOTZ vs. LQD - Dividend Comparison
BOTZ's dividend yield for the trailing twelve months is around 0.62%, less than LQD's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.62% | 0.66% | 0.13% | 0.20% | 0.23% | 0.16% | 0.19% | 0.83% | 1.44% | 0.01% | 0.06% | 0.00% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 4.55% | 4.48% | 4.45% | 3.99% | 3.30% | 2.30% | 2.66% | 3.29% | 3.67% | 3.10% | 3.34% | 3.47% |
Frequently Asked Questions
BOTZ and LQD have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BOTZ has higher volatility (9.53%) compared to LQD (1.78%). In terms of maximum drawdown, BOTZ dropped -55.54% vs LQD's -24.95%.
On 5-year performance, BOTZ leads with 2.06% vs -0.10% for LQD. On fees, LQD is cheaper at 0.15% per year. On volatility, LQD has been the lower-risk option at 1.78%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BOTZ has performed better with a 2.06% return vs -0.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LQD is cheaper with a 0.15% expense ratio, compared with 0.68% for BOTZ.
LQD has the higher dividend yield at 4.55%, compared with 0.62% for BOTZ.
BOTZ is categorized as Robotics, while LQD is Corporate Bonds. BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index, while LQD tracks iBoxx $ Liquid Investment Grade Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.68% for BOTZ and 0.15% for LQD.
LQD currently has the higher Sharpe Ratio (1.09 vs 0.98), 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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