BOTZ vs. ROBO
Compare and contrast key facts about Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and ROBO Global Robotics & Automation Index ETF (ROBO).
BOTZ and ROBO 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. ROBO is a passively managed fund by Exchange Traded Concepts that tracks the performance of the ROBO Global Robotics and Automation TR Index. It was launched on Oct 22, 2013. Both BOTZ and ROBO 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 ROBO.
Performance
BOTZ vs. ROBO - Performance Comparison
Returns By Period
In the year-to-date period, BOTZ achieves a 12.82% return, which is significantly higher than ROBO's -3.14% return.
BOTZ
12.82%
1.74%
1.76%
25.23%
8.64%
N/A
ROBO
-3.14%
-1.19%
-2.73%
10.09%
6.40%
7.98%
Key characteristics
| BOTZ | ROBO | |
|---|---|---|
| Sharpe Ratio | 1.19 | 0.50 |
| Sortino Ratio | 1.69 | 0.80 |
| Omega Ratio | 1.21 | 1.10 |
| Calmar Ratio | 0.72 | 0.31 |
| Martin Ratio | 4.80 | 1.67 |
| Ulcer Index | 5.30% | 5.62% |
| Daily Std Dev | 21.31% | 18.61% |
| Max Drawdown | -55.54% | -43.65% |
| Current Drawdown | -18.93% | -22.89% |
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BOTZ vs. ROBO - Expense Ratio Comparison
BOTZ has a 0.68% expense ratio, which is lower than ROBO's 0.95% expense ratio.
Correlation
The correlation between BOTZ and ROBO is 0.92, 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.
Risk-Adjusted Performance
BOTZ vs. ROBO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and ROBO Global Robotics & Automation Index ETF (ROBO). 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. ROBO - Dividend Comparison
BOTZ's dividend yield for the trailing twelve months is around 0.15%, more than ROBO's 0.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.15% | 0.20% | 0.23% | 0.16% | 0.19% | 0.83% | 1.44% | 0.01% | 0.06% | 0.00% | 0.00% |
ROBO ROBO Global Robotics & Automation Index ETF | 0.05% | 0.05% | 0.00% | 0.18% | 0.20% | 0.37% | 0.37% | 0.02% | 0.19% | 0.28% | 0.28% |
Drawdowns
BOTZ vs. ROBO - Drawdown Comparison
The maximum BOTZ drawdown since its inception was -55.54%, which is greater than ROBO's maximum drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for BOTZ and ROBO. For additional features, visit the drawdowns tool.
Volatility
BOTZ vs. ROBO - Volatility Comparison
Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a higher volatility of 5.73% compared to ROBO Global Robotics & Automation Index ETF (ROBO) at 5.28%. This indicates that BOTZ's price experiences larger fluctuations and is considered to be riskier than ROBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.