BOTZ vs. SHLD

Last updated Jun 4, 2026

BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) and SHLD (Global X Defense Tech ETF) are both exchange-traded funds - BOTZ is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index, while SHLD is a Aerospace & Defense fund tracking the Global X Defense Tech Index. Both are passively managed. Over the past year, BOTZ returned 29.53% vs 9.71% for SHLD. At a 0.45 correlation, their price movements are largely independent. BOTZ charges 0.68%/yr vs 0.50%/yr for SHLD.

Performance

BOTZ vs. SHLD - Performance Comparison

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

Returns By Period

In the year-to-date period, BOTZ achieves a 11.15% return, which is significantly higher than SHLD's -2.28% return.

BOTZ

• 1D: -0.91%
• 1M: 4.92%
• YTD: 11.15%
• 6M: 13.89%
• 1Y: 29.53%
• 3Y*: 12.97%
• 5Y*: 3.18%
• 10Y*: —

SHLD

• 1D: -2.39%
• 1M: -7.01%
• YTD: -2.28%
• 6M: 1.71%
• 1Y: 9.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BOTZ vs. SHLD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	11.15%	14.17%	12.26%	11.21%
SHLD Global X Defense Tech ETF	-2.28%	74.16%	35.03%	12.89%

Correlation

The correlation between BOTZ and SHLD is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (All Time) Calculated using the full available price history since Sep 14, 2023	0.45

BOTZ vs. SHLD - Sectors Allocation Comparison

Sectors	BOTZ	SHLD
Industrials	48.6%	88.2%
Technology	31.8%	11.8%
Healthcare	9.0%	-
Consumer Cyclical	6.1%	-
Communication Services	4.5%	-
Financial Services	0.9%	-
Energy	0.5%	-
Consumer Defensive	0.0%	-
Basic Materials	0.0%	-
Utilities	0.0%	-
Real Estate	-	-

Return for Risk

BOTZ vs. SHLD — Risk / Return Rank

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

BOTZ

BOTZ Risk / Return Rank: 33
BOTZ Sharpe Ratio Rank: 33
BOTZ Sortino Ratio Rank: 34
BOTZ Omega Ratio Rank: 31
BOTZ Calmar Ratio Rank: 31
BOTZ Martin Ratio Rank: 34

SHLD

SHLD Risk / Return Rank: 15
SHLD Sharpe Ratio Rank: 14
SHLD Sortino Ratio Rank: 15
SHLD Omega Ratio Rank: 14
SHLD Calmar Ratio Rank: 14
SHLD Martin Ratio Rank: 15

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. SHLD - Risk-Adjusted Trends Comparison

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

	BOTZ	SHLD	Difference
Sharpe ratio: Return per unit of total volatility	1.24	0.41	+0.83
Sortino ratio: Return per unit of downside risk	1.87	0.74	+1.13
Omega ratio: Gain probability vs. loss probability	1.22	1.08	+0.13
Calmar ratio: Return relative to maximum drawdown	1.53	0.49	+1.05
Martin ratio: Return relative to average drawdown	5.26	1.30	+3.97
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BOTZ vs. SHLD - Sharpe Ratio Comparison

The current BOTZ Sharpe Ratio is 1.24, which is higher than the SHLD Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of BOTZ and SHLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BOTZ	SHLD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.24	0.41	+0.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.12	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	2.00	-1.56

Drawdowns

BOTZ vs. SHLD - Drawdown Comparison

The maximum BOTZ drawdown since its inception was -55.54%, which is greater than SHLD's maximum drawdown of -20.10%. Use the drawdown chart below to compare losses from any high point for BOTZ and SHLD.

Drawdown Indicators

	BOTZ	SHLD	Difference
Max Drawdown Largest peak-to-trough decline	-55.54%	-20.10%	-35.44%
Max Drawdown (1Y) Largest decline over 1 year	-19.34%	-20.10%	+0.76%
Max Drawdown (3Y) Largest decline over 3 years	-29.02%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-55.54%	—	—
Current Drawdown Current decline from peak	-3.27%	-18.85%	+15.58%
Average Drawdown Average peak-to-trough decline	-18.32%	-3.19%	-15.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.63%	7.51%	-1.88%

Volatility

BOTZ vs. SHLD - Volatility Comparison

Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Global X Defense Tech ETF (SHLD) have volatilities of 7.77% and 7.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOTZ	SHLD	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.77%	7.81%	-0.04%
Volatility (6M) Calculated over the trailing 6-month period	18.40%	19.35%	-0.95%
Volatility (1Y) Calculated over the trailing 1-year period	23.98%	24.05%	-0.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.73%	21.13%	+5.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.73%	21.13%	+4.60%

BOTZ vs. SHLD - Expense Ratio Comparison

BOTZ has a 0.68% expense ratio, which is higher than SHLD's 0.50% expense ratio.

Dividends

BOTZ vs. SHLD - Dividend Comparison

BOTZ's dividend yield for the trailing twelve months is around 0.59%, more than SHLD's 0.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.59%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%
SHLD Global X Defense Tech ETF	0.56%	0.55%	0.53%	0.26%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BOTZ and SHLD in my portfolio?

BOTZ and SHLD have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BOTZ or SHLD?

SHLD has higher volatility (7.81%) compared to BOTZ (7.77%). In terms of maximum drawdown, BOTZ dropped -55.54% vs SHLD's -20.10%.

Which ETF is better, BOTZ or SHLD?

On 1-year performance, BOTZ leads with 29.53% vs 9.71% for SHLD. On fees, SHLD is cheaper at 0.50% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BOTZ or SHLD?

Over the 1-year period, BOTZ has performed better with a 29.53% return vs 9.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BOTZ or SHLD?

SHLD is cheaper with a 0.50% expense ratio, compared with 0.68% for BOTZ.

Which ETF pays a higher dividend yield, BOTZ or SHLD?

BOTZ has the higher dividend yield at 0.59%, compared with 0.56% for SHLD.

What is the main difference between BOTZ and SHLD?

BOTZ is categorized as Robotics, while SHLD is Aerospace & Defense. BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index, while SHLD tracks Global X Defense Tech Index. Their fees differ too: 0.68% for BOTZ and 0.50% for SHLD.

Which has better risk-adjusted returns?

BOTZ currently has the higher Sharpe Ratio (1.24 vs 0.41), 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.