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BTEC vs. BOTZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BTEC vs. BOTZ

Last updated May 14, 2025

Compare and contrast key facts about Principal Healthcare Innovators Index ETF (BTEC) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ).

BTEC and BOTZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTEC is a passively managed fund by Principal that tracks the performance of the NASDAQ U.S. Health Care Innovators Index. It was launched on Aug 19, 2016. 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. Both BTEC and BOTZ 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: BTEC or BOTZ.

Correlation

The correlation between BTEC and BOTZ is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

BTEC vs. BOTZ - Performance Comparison

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

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Key characteristics

Returns By Period

BTEC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BOTZ

YTD

-2.88%

1M

15.48%

6M

-6.76%

1Y

-0.79%

5Y*

8.62%

10Y*

N/A

*Annualized

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BTEC vs. BOTZ - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than BOTZ's 0.68% expense ratio.

BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
BTEC
Principal Healthcare Innovators Index ETF

Risk-Adjusted Performance

BTEC vs. BOTZ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTEC
The Risk-Adjusted Performance Rank of BTEC is 2525
Overall Rank
The Sharpe Ratio Rank of BTEC is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of BTEC is 2929
Sortino Ratio Rank
The Omega Ratio Rank of BTEC is 2727
Omega Ratio Rank
The Calmar Ratio Rank of BTEC is 2222
Calmar Ratio Rank
The Martin Ratio Rank of BTEC is 2222
Martin Ratio Rank
BOTZ
The Risk-Adjusted Performance Rank of BOTZ is 1414
Overall Rank
The Sharpe Ratio Rank of BOTZ is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of BOTZ is 1515
Sortino Ratio Rank
The Omega Ratio Rank of BOTZ is 1515
Omega Ratio Rank
The Calmar Ratio Rank of BOTZ is 1313
Calmar Ratio Rank
The Martin Ratio Rank of BOTZ is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BTEC vs. BOTZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ). 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.

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Dividends

BTEC vs. BOTZ - Dividend Comparison

BTEC has not paid dividends to shareholders, while BOTZ's dividend yield for the trailing twelve months is around 0.14%.

TTM202420232022202120202019201820172016
BTEC
Principal Healthcare Innovators Index ETF		0.00%0.00%0.00%0.00%0.96%0.37%0.00%0.00%0.13%0.00%
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF		0.14%0.13%0.20%0.23%0.16%0.19%0.83%1.44%0.01%0.06%

Drawdowns

BTEC vs. BOTZ - Drawdown Comparison

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Volatility

BTEC vs. BOTZ - Volatility Comparison

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