IBOT vs. PM
IBOT (VanEck Robotics ETF) is Technology Equities fund tracking the BlueStar® Robotics Index, while PM (Philip Morris International Inc.) is a stock. Over the past 3 years, IBOT returned 20.68%/yr vs 31.18%/yr for PM. At a 0.02 correlation, their price movements are largely independent.
Performance
IBOT vs. PM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBOT achieves a 24.30% return, which is significantly higher than PM's 15.93% return.
IBOT
- 1D
- 0.19%
- 1M
- 1.22%
- YTD
- 24.30%
- 6M
- 24.91%
- 1Y
- 50.85%
- 3Y*
- 20.68%
- 5Y*
- —
- 10Y*
- —
PM
- 1D
- 1.95%
- 1M
- -2.80%
- YTD
- 15.93%
- 6M
- 22.12%
- 1Y
- 3.53%
- 3Y*
- 31.18%
- 5Y*
- 18.78%
- 10Y*
- 11.71%
IBOT vs. PM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IBOT VanEck Robotics ETF | 24.30% | 28.57% | 6.39% | 19.46% |
PM Philip Morris International Inc. | 15.93% | 37.99% | 34.34% | -0.73% |
Correlation
The correlation between IBOT and PM is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2023 | 0.02 |
The correlation between IBOT and PM shifts across timeframes, from -0.15 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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
IBOT vs. PM — Risk / Return Rank
IBOT
PM
IBOT vs. PM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Robotics ETF (IBOT) and Philip Morris International Inc. (PM). 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.
| IBOT | PM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.96 | ||
| Sortino ratioReturn per unit of downside risk | +2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.05 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 0.18 | +2.71 |
| Martin ratioReturn relative to average drawdown | 11.67 | 0.34 | +11.33 |
Loading charts...
Drawdowns
IBOT vs. PM - Drawdown Comparison
The maximum IBOT drawdown since its inception was -25.39%, smaller than the maximum PM drawdown of -42.87%. Use the drawdown chart below to compare losses from any high point for IBOT and PM.
Loading charts...
Drawdown Indicators
| IBOT | PM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.39% | -42.87% | +17.48% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -20.64% | +3.90% |
Max Drawdown (3Y)Largest decline over 3 years | -25.39% | -20.64% | -4.75% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.87% | — |
Current DrawdownCurrent decline from peak | -2.92% | -3.94% | +1.02% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -10.02% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 10.81% | -6.68% |
Volatility
IBOT vs. PM - Volatility Comparison
VanEck Robotics ETF (IBOT) has a higher volatility of 9.29% compared to Philip Morris International Inc. (PM) at 7.76%. This indicates that IBOT's price experiences larger fluctuations and is considered to be riskier than PM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBOT | PM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.29% | 7.76% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 19.07% | 21.07% | -2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 27.73% | -4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 22.73% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 24.46% | -2.09% |
Dividends
IBOT vs. PM - Dividend Comparison
IBOT's dividend yield for the trailing twelve months is around 0.31%, less than PM's 3.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBOT VanEck Robotics ETF | 0.31% | 0.38% | 2.81% | 2.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PM Philip Morris International Inc. | 3.13% | 3.52% | 4.40% | 5.46% | 4.98% | 5.16% | 5.73% | 5.43% | 6.73% | 3.99% | 4.50% | 4.60% |
Frequently Asked Questions
IBOT and PM have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBOT has higher volatility (9.29%) compared to PM (7.76%). In terms of maximum drawdown, IBOT dropped -25.39% vs PM's -42.87%.
IBOT currently has the higher Sharpe Ratio (2.10 vs 0.13), 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 IBOT and PM
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