FTCHX vs. ROBO
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and ROBO Global Robotics & Automation Index ETF (ROBO).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. ROBO is a passively managed fund by Exchange Traded Concepts that tracks the performance of the ROBO Global Robotics and Automation TR Index. It was launched on Oct 22, 2013.
Performance
FTCHX vs. ROBO - Performance Comparison
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FTCHX vs. ROBO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | -5.10% | 20.77% | 34.49% | 47.38% | -39.96% | 13.00% | 46.14% | 35.62% | -0.88% | 34.78% |
ROBO ROBO Global Robotics & Automation Index ETF | -1.27% | 23.71% | -1.28% | 23.74% | -33.92% | 15.34% | 45.26% | 29.51% | -20.92% | 44.26% |
Returns By Period
In the year-to-date period, FTCHX achieves a -5.10% return, which is significantly lower than ROBO's -1.27% return. Over the past 10 years, FTCHX has outperformed ROBO with an annualized return of 16.00%, while ROBO has yielded a comparatively lower 11.09% annualized return.
FTCHX
- 1D
- -3.74%
- 1M
- -11.35%
- YTD
- -5.10%
- 6M
- -3.35%
- 1Y
- 36.47%
- 3Y*
- 24.45%
- 5Y*
- 8.86%
- 10Y*
- 16.00%
ROBO
- 1D
- 4.04%
- 1M
- -12.73%
- YTD
- -1.27%
- 6M
- 4.82%
- 1Y
- 33.43%
- 3Y*
- 8.10%
- 5Y*
- 1.33%
- 10Y*
- 11.09%
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FTCHX vs. ROBO - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is lower than ROBO's 0.95% expense ratio.
Return for Risk
FTCHX vs. ROBO — Risk / Return Rank
FTCHX
ROBO
FTCHX vs. ROBO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and ROBO Global Robotics & Automation Index ETF (ROBO). 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.
| FTCHX | ROBO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.29 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.85 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.81 | +0.28 |
Martin ratioReturn relative to average drawdown | 7.00 | 6.94 | +0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTCHX | ROBO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.29 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.06 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.48 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.40 | -0.06 |
Correlation
The correlation between FTCHX and ROBO is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FTCHX vs. ROBO - Dividend Comparison
FTCHX's dividend yield for the trailing twelve months is around 27.98%, more than ROBO's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 27.98% | 26.56% | 13.59% | 0.80% | 1.60% | 27.66% | 7.06% | 9.58% | 9.01% | 4.14% | 6.98% | 6.88% |
ROBO ROBO Global Robotics & Automation Index ETF | 0.43% | 0.42% | 0.55% | 0.05% | 0.00% | 0.18% | 0.20% | 0.37% | 0.37% | 0.02% | 0.19% | 0.28% |
Drawdowns
FTCHX vs. ROBO - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -87.78%, which is greater than ROBO's maximum drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for FTCHX and ROBO.
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Drawdown Indicators
| FTCHX | ROBO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.78% | -43.65% | -44.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -17.35% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -47.89% | -43.65% | -4.24% |
Max Drawdown (10Y)Largest decline over 10 years | -47.89% | -43.65% | -4.24% |
Current DrawdownCurrent decline from peak | -14.29% | -14.01% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -36.55% | -13.08% | -23.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 4.53% | -0.26% |
Volatility
FTCHX vs. ROBO - Volatility Comparison
Invesco Technology Fund (FTCHX) has a higher volatility of 11.93% compared to ROBO Global Robotics & Automation Index ETF (ROBO) at 10.09%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than ROBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCHX | ROBO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.93% | 10.09% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 22.01% | 17.13% | +4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.46% | 26.06% | +4.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.45% | 23.32% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.09% | 22.94% | +3.15% |