DEMZ vs. BOTZ

Last updated Aug 2, 2026

DEMZ (Democratic Large Cap Core ETF) and BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) are both exchange-traded funds - DEMZ is a Large Cap Blend Equities fund tracking the Democratic Large Cap Core Index, while BOTZ is a Artificial Intelligence fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index. Both are passively managed. Over the past 5 years, DEMZ returned 12.24%/yr vs 0.96%/yr for BOTZ. Their 0.77 correlation means they have sometimes moved together and sometimes differently. DEMZ charges 0.45%/yr vs 0.68%/yr for BOTZ.

Performance

DEMZ vs. BOTZ - Performance Comparison

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

Returns By Period

In the year-to-date period, DEMZ achieves a 9.65% return, which is significantly higher than BOTZ's -2.74% return.

DEMZ

• 1D: 0.32%
• 1M: -0.47%
• 6M: 7.39%
• YTD: 9.65%
• 1Y: 20.53%
• 3Y*: 19.59%
• 5Y*: 12.24%
• 10Y*: —
• ALL TIME*: 16.50%

BOTZ

• 1D: 0.92%
• 1M: -5.80%
• 6M: -5.58%
• YTD: -2.74%
• 1Y: 6.85%
• 3Y*: 7.34%
• 5Y*: 0.96%
• 10Y*: —
• ALL TIME*: 9.66%

*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	$28.68M	$29.79M	$37.55M
DEMZ Democratic Large Cap Core ETF	$82.92K	$90.19K	$137.95K

DEMZ vs. BOTZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
DEMZ Democratic Large Cap Core ETF	9.65%	19.84%	22.89%	24.43%	-19.01%	32.65%	11.27%
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	-2.74%	14.17%	12.26%	38.97%	-42.69%	8.65%	18.55%

Correlation

The correlation between DEMZ and BOTZ is 0.75, 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.	0.75
Correlation (3Y) Balances recent behavior with more history.	0.78
Correlation (5Y) Shows whether the relationship held over a longer period.	0.80
Correlation (All Time) Calculated using the full available price history since Nov 3, 2020	0.77

The correlation between DEMZ and BOTZ has been stable across timeframes, ranging from 0.75 to 0.80 - a consistent structural relationship.

DEMZ vs. BOTZ - Sectors Allocation Comparison

Sectors	DEMZ	BOTZ
Technology	46.2%	30.8%
Communication Services	13.2%	4.2%
Industrials	10.5%	50.8%
Financial Services	8.0%	0.9%
Consumer Cyclical	7.8%	6.2%
Healthcare	5.6%	8.0%
Consumer Defensive	5.1%	0.0%
Real Estate	3.6%	-
Basic Materials	-	0.0%
Energy	-	0.5%
Utilities	-	0.0%

Return for Risk

DEMZ vs. BOTZ — Risk / Return Rank

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

DEMZ

DEMZ Risk / Return Rank: 48
DEMZ Sharpe Ratio Rank: 51
DEMZ Sortino Ratio Rank: 50
DEMZ Omega Ratio Rank: 47
DEMZ Calmar Ratio Rank: 43
DEMZ Martin Ratio Rank: 48

BOTZ

BOTZ Risk / Return Rank: 16
BOTZ Sharpe Ratio Rank: 16
BOTZ Sortino Ratio Rank: 16
BOTZ Omega Ratio Rank: 16
BOTZ Calmar Ratio Rank: 16
BOTZ Martin Ratio Rank: 16

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.

DEMZ vs. BOTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Democratic Large Cap Core ETF (DEMZ) 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.

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.

	DEMZ	BOTZ	Difference
Sharpe ratio: Return per unit of total volatility	1.25	0.22	+1.03
Sortino ratio: Return per unit of downside risk	1.79	0.49	+1.30
Omega ratio: Gain probability vs. loss probability	1.21	1.06	+0.16
Calmar ratio: Return relative to maximum drawdown	1.53	0.30	+1.23
Martin ratio: Return relative to average drawdown	5.55	0.76	+4.80

DEMZ vs. BOTZ - Sharpe Ratio Comparison

The current DEMZ Sharpe Ratio is 1.25, which is higher than the BOTZ Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of DEMZ and BOTZ, 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

DEMZ vs. BOTZ - Drawdown Comparison

The maximum DEMZ drawdown since its inception was -27.17%, smaller than the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for DEMZ and BOTZ.

Drawdown Indicators

	DEMZ	BOTZ	Difference
Max Drawdown Largest peak-to-trough decline	-27.17%	-55.54%	+28.37%
Max Drawdown (1Y) Largest decline over 1 year	-12.28%	-19.34%	+7.06%
Max Drawdown (3Y) Largest decline over 3 years	-18.69%	-29.02%	+10.33%
Max Drawdown (5Y) Largest decline over 5 years	-27.17%	-55.54%	+28.37%
Current Drawdown Current decline from peak	-2.03%	-15.36%	+13.33%
Average Drawdown Average peak-to-trough decline	-5.98%	-18.22%	+12.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	7.59%	-4.22%

Volatility

DEMZ vs. BOTZ - Volatility Comparison

The current volatility for Democratic Large Cap Core ETF (DEMZ) is 3.52%, while Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a volatility of 9.07%. This indicates that DEMZ experiences smaller price fluctuations and is considered to be less risky than BOTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DEMZ	BOTZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.52%	9.07%	-5.55%
Volatility (6M) Calculated over the trailing 6-month period	11.80%	21.63%	-9.83%
Volatility (1Y) Calculated over the trailing 1-year period	14.97%	26.37%	-11.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.96%	27.27%	-9.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.42%	25.88%	-8.46%

DEMZ vs. BOTZ - Expense Ratio Comparison

DEMZ has a 0.45% expense ratio, which is lower than BOTZ's 0.68% expense ratio.

Dividends

DEMZ vs. BOTZ - Dividend Comparison

DEMZ's dividend yield for the trailing twelve months is around 0.89%, more than BOTZ's 0.50% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.50%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%
DEMZ Democratic Large Cap Core ETF	0.89%	0.98%	0.53%	0.90%	0.98%	2.46%	0.27%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DEMZ and BOTZ in my portfolio?

DEMZ and BOTZ have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DEMZ or BOTZ?

BOTZ has higher volatility (9.07%) compared to DEMZ (3.52%). In terms of maximum drawdown, DEMZ dropped -27.17% vs BOTZ's -55.54%.

Which ETF is better, DEMZ or BOTZ?

On 5-year performance, DEMZ leads with 12.24% vs 0.96% for BOTZ. On fees, DEMZ is cheaper at 0.45% per year. On volatility, DEMZ has been the lower-risk option at 3.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DEMZ or BOTZ?

Over the 5-year period, DEMZ has performed better with a 12.24% return vs 0.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DEMZ or BOTZ?

DEMZ is cheaper with a 0.45% expense ratio, compared with 0.68% for BOTZ.

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

DEMZ has the higher dividend yield at 0.89%, compared with 0.50% for BOTZ.

What is the main difference between DEMZ and BOTZ?

DEMZ is categorized as Large Cap Blend Equities, while BOTZ is Artificial Intelligence. DEMZ tracks Democratic Large Cap Core Index, while BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index. They also come from different issuers: Reflection and Global X. Their fees differ too: 0.45% for DEMZ and 0.68% for BOTZ.

Which has better risk-adjusted returns?

DEMZ currently has the higher Sharpe Ratio (1.25 vs 0.22), 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.