BOTZ vs. QQQ
Compare and contrast key facts about Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Invesco QQQ (QQQ).
BOTZ and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOTZ is a passively managed fund by Global X that tracks the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index. It was launched on Sep 12, 2016. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both BOTZ and QQQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOTZ or QQQ.
Key characteristics
| BOTZ | QQQ | |
|---|---|---|
| YTD Return | 5.54% | 5.38% |
| 1Y Return | 20.56% | 35.44% |
| 3Y Return (Ann) | -4.76% | 8.91% |
| 5Y Return (Ann) | 7.51% | 18.53% |
| Sharpe Ratio | 1.08 | 2.40 |
| Daily Std Dev | 21.14% | 16.32% |
| Max Drawdown | -55.54% | -82.98% |
| Current Drawdown | -24.16% | -3.45% |
Correlation
The correlation between BOTZ and QQQ is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BOTZ vs. QQQ - Performance Comparison
The year-to-date returns for both stocks are quite close, with BOTZ having a 5.54% return and QQQ slightly lower at 5.38%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BOTZ vs. QQQ - Expense Ratio Comparison
BOTZ has a 0.68% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
BOTZ vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Invesco QQQ (QQQ). 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.
Dividends
BOTZ vs. QQQ - Dividend Comparison
BOTZ's dividend yield for the trailing twelve months is around 0.19%, less than QQQ's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.19% | 0.20% | 0.23% | 0.16% | 0.19% | 0.83% | 1.44% | 0.01% | 0.06% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
BOTZ vs. QQQ - Drawdown Comparison
The maximum BOTZ drawdown since its inception was -55.54%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BOTZ and QQQ. For additional features, visit the drawdowns tool.
Volatility
BOTZ vs. QQQ - Volatility Comparison
Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a higher volatility of 6.37% compared to Invesco QQQ (QQQ) at 5.12%. This indicates that BOTZ's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.