IBOT vs. TDV

Last updated Jul 15, 2026

IBOT (VanEck Robotics ETF) and TDV (ProShares S&P Technology Dividend Aristocrats ETF) are both Technology Equities funds - IBOT tracks the BlueStar® Robotics Index while TDV tracks the Zacks 2040 Lifecycle Index. Both are passively managed. Over the past 3 years, IBOT returned 19.96%/yr vs 15.38%/yr for TDV. Their correlation of 0.85 suggests significant overlap in exposure. IBOT charges 0.47%/yr vs 0.66%/yr for TDV.

Performance

IBOT vs. TDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Robotics ETF (IBOT) and ProShares S&P Technology Dividend Aristocrats ETF (TDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IBOT achieves a 23.40% return, which is significantly higher than TDV's 14.73% return.

IBOT

• 1D: 0.82%
• 1M: -0.73%
• 6M: 16.58%
• YTD: 23.40%
• 1Y: 40.31%
• 3Y*: 19.96%
• 5Y*: —
• 10Y*: —

TDV

• 1D: -0.68%
• 1M: -4.11%
• 6M: 10.80%
• YTD: 14.73%
• 1Y: 19.23%
• 3Y*: 15.38%
• 5Y*: 12.15%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBOT vs. TDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IBOT VanEck Robotics ETF	23.40%	28.57%	6.39%	19.46%
TDV ProShares S&P Technology Dividend Aristocrats ETF	14.73%	16.05%	9.72%	17.60%

Correlation

The correlation between IBOT and TDV is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.82
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (All Time) Calculated using the full available price history since Apr 6, 2023	0.85

The correlation between IBOT and TDV has been stable across timeframes, ranging from 0.82 to 0.85 - a consistent structural relationship.

IBOT vs. TDV - Sectors Allocation Comparison

Sectors	IBOT	TDV
Technology	50.6%	90.7%
Industrials	44.1%	4.4%
Energy	2.3%	-
Consumer Cyclical	2.2%	-
Healthcare	0.8%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Defensive	-	-
Financial Services	-	4.9%
Real Estate	-	-
Utilities	-	-

Return for Risk

IBOT vs. TDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBOT

IBOT Risk / Return Rank: 62
IBOT Sharpe Ratio Rank: 63
IBOT Sortino Ratio Rank: 59
IBOT Omega Ratio Rank: 59
IBOT Calmar Ratio Rank: 61
IBOT Martin Ratio Rank: 66

TDV

TDV Risk / Return Rank: 39
TDV Sharpe Ratio Rank: 34
TDV Sortino Ratio Rank: 32
TDV Omega Ratio Rank: 32
TDV Calmar Ratio Rank: 50
TDV Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBOT vs. TDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Robotics ETF (IBOT) and ProShares S&P Technology Dividend Aristocrats ETF (TDV). 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	TDV	Difference
Sharpe ratio: Return per unit of total volatility	1.65	1.01	+0.64
Sortino ratio: Return per unit of downside risk	2.24	1.44	+0.80
Omega ratio: Gain probability vs. loss probability	1.29	1.18	+0.10
Calmar ratio: Return relative to maximum drawdown	2.42	2.02	+0.40
Martin ratio: Return relative to average drawdown	9.45	6.16	+3.30

IBOT vs. TDV - Sharpe Ratio Comparison

The current IBOT Sharpe Ratio is 1.65, which is higher than the TDV Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of IBOT and TDV, 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

IBOT vs. TDV - Drawdown Comparison

The maximum IBOT drawdown since its inception was -25.39%, smaller than the maximum TDV drawdown of -32.78%. Use the drawdown chart below to compare losses from any high point for IBOT and TDV.

Drawdown Indicators

	IBOT	TDV	Difference
Max Drawdown Largest peak-to-trough decline	-25.39%	-32.78%	+7.39%
Max Drawdown (1Y) Largest decline over 1 year	-16.74%	-9.55%	-7.19%
Max Drawdown (3Y) Largest decline over 3 years	-25.39%	-22.51%	-2.88%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.11%	—
Current Drawdown Current decline from peak	-5.92%	-7.18%	+1.26%
Average Drawdown Average peak-to-trough decline	-4.98%	-5.35%	+0.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.28%	3.13%	+1.15%

Volatility

IBOT vs. TDV - Volatility Comparison

VanEck Robotics ETF (IBOT) has a higher volatility of 10.05% compared to ProShares S&P Technology Dividend Aristocrats ETF (TDV) at 7.85%. This indicates that IBOT's price experiences larger fluctuations and is considered to be riskier than TDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IBOT	TDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.05%	7.85%	+2.20%
Volatility (6M) Calculated over the trailing 6-month period	20.69%	15.39%	+5.30%
Volatility (1Y) Calculated over the trailing 1-year period	24.54%	19.20%	+5.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.75%	20.84%	+1.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.75%	23.32%	-0.57%

IBOT vs. TDV - Expense Ratio Comparison

IBOT has a 0.47% expense ratio, which is lower than TDV's 0.66% expense ratio.

Dividends

IBOT vs. TDV - Dividend Comparison

IBOT's dividend yield for the trailing twelve months is around 0.31%, less than TDV's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
IBOT VanEck Robotics ETF	0.31%	0.38%	2.81%	2.06%	0.00%	0.00%	0.00%	0.00%
TDV ProShares S&P Technology Dividend Aristocrats ETF	1.06%	1.09%	1.16%	1.16%	1.67%	1.08%	1.10%	0.11%

Frequently Asked Questions

Can I hold both IBOT and TDV in my portfolio?

IBOT and TDV have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IBOT or TDV?

IBOT has higher volatility (10.05%) compared to TDV (7.85%). In terms of maximum drawdown, IBOT dropped -25.39% vs TDV's -32.78%.

Which ETF is better, IBOT or TDV?

On 3-year performance, IBOT leads with 19.96% vs 15.38% for TDV. On fees, IBOT is cheaper at 0.47% per year. On volatility, TDV has been the lower-risk option at 7.85%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IBOT or TDV?

Over the 3-year period, IBOT has performed better with a 19.96% return vs 15.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IBOT or TDV?

IBOT is cheaper with a 0.47% expense ratio, compared with 0.66% for TDV.

Which ETF pays a higher dividend yield, IBOT or TDV?

TDV has the higher dividend yield at 1.06%, compared with 0.31% for IBOT.

What is the main difference between IBOT and TDV?

IBOT tracks BlueStar® Robotics Index, while TDV tracks Zacks 2040 Lifecycle Index. They also come from different issuers: VanEck and ProShares. Their fees differ too: 0.47% for IBOT and 0.66% for TDV.

Which has better risk-adjusted returns?

IBOT currently has the higher Sharpe Ratio (1.65 vs 1.01), 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.