BOTZ vs. SWPPX

Last updated Aug 4, 2026

BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) and SWPPX (Schwab S&P 500 Index Fund) are both funds - BOTZ is a Artificial Intelligence fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index, while SWPPX is a Large Cap Blend Equities fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, BOTZ returned 1.12%/yr vs 12.82%/yr for SWPPX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. BOTZ charges 0.68%/yr vs 0.02%/yr for SWPPX.

Performance

BOTZ vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BOTZ achieves a -0.78% return, which is significantly lower than SWPPX's 10.09% return.

BOTZ

• 1D: 2.02%
• 1M: -3.90%
• 6M: -2.50%
• YTD: -0.78%
• 1Y: 9.01%
• 3Y*: 9.60%
• 5Y*: 1.12%
• 10Y*: —
• ALL TIME*: 9.87%

SWPPX

• 1D: 0.68%
• 1M: 0.16%
• 6M: 7.94%
• YTD: 10.09%
• 1Y: 21.46%
• 3Y*: 19.39%
• 5Y*: 12.82%
• 10Y*: 15.13%
• ALL TIME*: 9.77%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	$29.33M	$29.66M	$37.04M
SWPPX Schwab S&P 500 Index Fund	$0.00	$0.00	$0.00

BOTZ vs. SWPPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	-0.78%	14.17%	12.26%	38.97%	-42.69%	8.65%	51.92%	31.80%	-28.34%	58.01%
SWPPX Schwab S&P 500 Index Fund	10.09%	17.87%	24.96%	26.26%	-18.14%	28.67%	18.38%	31.46%	-4.47%	21.81%

Correlation

The correlation between BOTZ and SWPPX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.78
Correlation (3Y) Balances recent behavior with more history.	0.80
Correlation (5Y) Shows whether the relationship held over a longer period.	0.83
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016	0.79

The correlation between BOTZ and SWPPX has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.

BOTZ vs. SWPPX - Sectors Allocation Comparison

Sectors	BOTZ	SWPPX
Industrials	50.8%	8.4%
Technology	30.8%	38.5%
Healthcare	8.0%	8.9%
Consumer Cyclical	6.2%	9.5%
Communication Services	4.2%	9.9%
Financial Services	0.9%	11.6%
Energy	0.5%	3.0%
Consumer Defensive	0.0%	4.5%
Basic Materials	0.0%	1.7%
Utilities	0.0%	2.2%
Real Estate	-	1.8%

Return for Risk

BOTZ vs. SWPPX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BOTZ

BOTZ Risk / Return Rank: 19
BOTZ Sharpe Ratio Rank: 19
BOTZ Sortino Ratio Rank: 20
BOTZ Omega Ratio Rank: 19
BOTZ Calmar Ratio Rank: 19
BOTZ Martin Ratio Rank: 19

SWPPX

SWPPX Risk / Return Rank: 59
SWPPX Sharpe Ratio Rank: 55
SWPPX Sortino Ratio Rank: 51
SWPPX Omega Ratio Rank: 52
SWPPX Calmar Ratio Rank: 61
SWPPX Martin Ratio Rank: 73

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BOTZ vs. SWPPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Schwab S&P 500 Index Fund (SWPPX). 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	SWPPX	Difference
Sharpe ratio: Return per unit of total volatility	0.34	1.52	-1.18
Sortino ratio: Return per unit of downside risk	0.66	2.11	-1.45
Omega ratio: Gain probability vs. loss probability	1.08	1.27	-0.20
Calmar ratio: Return relative to maximum drawdown	0.47	2.21	-1.74
Martin ratio: Return relative to average drawdown	1.18	9.45	-8.27

BOTZ vs. SWPPX - Sharpe Ratio Comparison

The current BOTZ Sharpe Ratio is 0.34, which is lower than the SWPPX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of BOTZ and SWPPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BOTZ vs. SWPPX - Drawdown Comparison

The maximum BOTZ drawdown since its inception was -55.54%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BOTZ and SWPPX.

Drawdown Indicators

	BOTZ	SWPPX	Difference
Max Drawdown Largest peak-to-trough decline	-55.54%	-55.06%	-0.48%
Max Drawdown (1Y) Largest decline over 1 year	-19.34%	-8.89%	-10.45%
Max Drawdown (3Y) Largest decline over 3 years	-29.02%	-18.74%	-10.28%
Max Drawdown (5Y) Largest decline over 5 years	-55.54%	-24.51%	-31.03%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.80%	—
Current Drawdown Current decline from peak	-13.65%	-1.43%	-12.22%
Average Drawdown Average peak-to-trough decline	-18.22%	-9.90%	-8.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.64%	2.07%	+5.57%

Volatility

BOTZ vs. SWPPX - Volatility Comparison

Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a higher volatility of 9.24% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.56%. This indicates that BOTZ's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOTZ	SWPPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.24%	3.56%	+5.68%
Volatility (6M) Calculated over the trailing 6-month period	21.66%	10.14%	+11.52%
Volatility (1Y) Calculated over the trailing 1-year period	26.47%	12.90%	+13.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.29%	17.04%	+10.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.89%	18.23%	+7.66%

BOTZ vs. SWPPX - Expense Ratio Comparison

BOTZ has a 0.68% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

Dividends

BOTZ vs. SWPPX - Dividend Comparison

BOTZ's dividend yield for the trailing twelve months is around 0.49%, less than SWPPX's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.49%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%	0.00%
SWPPX Schwab S&P 500 Index Fund	1.01%	1.11%	1.23%	1.43%	1.67%	1.27%	1.81%	1.95%	2.67%	1.79%	2.55%	3.17%

Frequently Asked Questions

Can I hold both BOTZ and SWPPX in my portfolio?

BOTZ and SWPPX have a correlation of 0.78, 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 SWPPX?

BOTZ has higher volatility (9.24%) compared to SWPPX (3.56%). In terms of maximum drawdown, BOTZ dropped -55.54% vs SWPPX's -55.06%.

Which has better risk-adjusted returns?

SWPPX currently has the higher Sharpe Ratio (1.52 vs 0.34), 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.