DFII vs. ROBT
DFII (FT Vest Bitcoin Strategy & Target Income ETF) and ROBT (First Trust Nasdaq Artificial Intelligence & Robotics ETF) are both exchange-traded funds - DFII is a Cryptocurrency fund actively managed by First Trust, while ROBT is a Technology Equities fund tracking the Nasdaq CTA Artificial Intelligence and Robotics Index. DFII is actively managed, while ROBT is passively managed. Over the past year, DFII returned -37.26% vs 30.71% for ROBT. At a 0.50 correlation, their price movements are largely independent. DFII charges 0.85%/yr vs 0.65%/yr for ROBT.
Performance
DFII vs. ROBT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DFII achieves a -24.78% return, which is significantly lower than ROBT's 14.22% return.
DFII
- 1D
- -2.65%
- 1M
- -17.17%
- YTD
- -24.78%
- 6M
- -28.08%
- 1Y
- -37.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ROBT
- 1D
- -1.73%
- 1M
- 13.18%
- YTD
- 14.22%
- 6M
- 12.64%
- 1Y
- 30.71%
- 3Y*
- 10.10%
- 5Y*
- 2.38%
- 10Y*
- —
DFII vs. ROBT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DFII FT Vest Bitcoin Strategy & Target Income ETF | -24.78% | 5.61% |
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF | 14.22% | 33.13% |
Correlation
The correlation between DFII and ROBT is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2025 | 0.50 |
The correlation between DFII and ROBT has been stable across timeframes, ranging from 0.50 to 0.51 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DFII vs. ROBT — Risk / Return Rank
DFII
ROBT
DFII vs. ROBT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Vest Bitcoin Strategy & Target Income ETF (DFII) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). 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.
| DFII | ROBT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.23 | ||
| Sortino ratioReturn per unit of downside risk | -3.12 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.22 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 1.42 | -2.20 |
| Martin ratioReturn relative to average drawdown | -1.38 | 4.09 | -5.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| DFII | ROBT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.91 | 1.32 | -2.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.44 | 0.35 | -0.79 |
Drawdowns
DFII vs. ROBT - Drawdown Comparison
The maximum DFII drawdown since its inception was -48.07%, which is greater than ROBT's maximum drawdown of -44.47%. Use the drawdown chart below to compare losses from any high point for DFII and ROBT.
Loading charts...
Drawdown Indicators
| DFII | ROBT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.07% | -44.47% | -3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -48.07% | -21.66% | -26.41% |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.68% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -45.95% | -1.73% | -44.22% |
Average DrawdownAverage peak-to-trough decline | -19.01% | -15.97% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.04% | 7.53% | +19.51% |
Volatility
DFII vs. ROBT - Volatility Comparison
FT Vest Bitcoin Strategy & Target Income ETF (DFII) has a higher volatility of 9.03% compared to First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) at 6.46%. This indicates that DFII's price experiences larger fluctuations and is considered to be riskier than ROBT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DFII | ROBT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.03% | 6.46% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 33.27% | 17.51% | +15.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.33% | 23.32% | +18.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.08% | 25.18% | +15.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.08% | 25.48% | +15.60% |
DFII vs. ROBT - Expense Ratio Comparison
DFII has a 0.85% expense ratio, which is higher than ROBT's 0.65% expense ratio.
Dividends
DFII vs. ROBT - Dividend Comparison
DFII's dividend yield for the trailing twelve months is around 27.87%, while ROBT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
DFII FT Vest Bitcoin Strategy & Target Income ETF | 27.87% | 15.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.00% | 0.00% | 0.68% | 0.23% | 0.35% | 0.06% | 0.17% | 0.42% | 0.44% |
Frequently Asked Questions
DFII and ROBT have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DFII has higher volatility (9.03%) compared to ROBT (6.46%). In terms of maximum drawdown, DFII dropped -48.07% vs ROBT's -44.47%.
On 1-year performance, ROBT leads with 30.71% vs -37.26% for DFII. On fees, ROBT is cheaper at 0.65% per year. On volatility, ROBT has been the lower-risk option at 6.46%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ROBT has performed better with a 30.71% return vs -37.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ROBT is cheaper with a 0.65% expense ratio, compared with 0.85% for DFII.
DFII has the higher dividend yield at 27.87%, compared with 0.00% for ROBT.
DFII is categorized as Cryptocurrency, while ROBT is Technology Equities. Their fees differ too: 0.85% for DFII and 0.65% for ROBT.
ROBT currently has the higher Sharpe Ratio (1.32 vs -0.91), 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.
Find the right allocation for DFII and ROBT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer