PortfoliosLab logo
IETC vs. BOTZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IETC and BOTZ is 0.82, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

IETC vs. BOTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Evolved U.S. Technology ETF (IETC) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%250.00%300.00%NovemberDecember2025FebruaryMarchApril
241.92%
26.53%
IETC
BOTZ

Key characteristics

Sharpe Ratio

IETC:

0.59

BOTZ:

-0.12

Sortino Ratio

IETC:

0.98

BOTZ:

0.02

Omega Ratio

IETC:

1.14

BOTZ:

1.00

Calmar Ratio

IETC:

0.64

BOTZ:

-0.09

Martin Ratio

IETC:

2.27

BOTZ:

-0.43

Ulcer Index

IETC:

7.12%

BOTZ:

7.86%

Daily Std Dev

IETC:

27.68%

BOTZ:

27.85%

Max Drawdown

IETC:

-38.48%

BOTZ:

-55.54%

Current Drawdown

IETC:

-13.34%

BOTZ:

-27.81%

Returns By Period

In the year-to-date period, IETC achieves a -8.61% return, which is significantly higher than BOTZ's -10.52% return.


IETC

YTD

-8.61%

1M

0.85%

6M

-2.38%

1Y

14.89%

5Y*

19.92%

10Y*

N/A

BOTZ

YTD

-10.52%

1M

-4.25%

6M

-9.61%

1Y

-4.82%

5Y*

7.61%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IETC vs. BOTZ - Expense Ratio Comparison

IETC has a 0.18% expense ratio, which is lower than BOTZ's 0.68% expense ratio.


Expense ratio chart for BOTZ: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BOTZ: 0.68%
Expense ratio chart for IETC: current value is 0.18%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IETC: 0.18%

Risk-Adjusted Performance

IETC vs. BOTZ — Risk-Adjusted Performance Rank

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

IETC
The Risk-Adjusted Performance Rank of IETC is 6767
Overall Rank
The Sharpe Ratio Rank of IETC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of IETC is 6666
Sortino Ratio Rank
The Omega Ratio Rank of IETC is 6767
Omega Ratio Rank
The Calmar Ratio Rank of IETC is 7272
Calmar Ratio Rank
The Martin Ratio Rank of IETC is 6565
Martin Ratio Rank

BOTZ
The Risk-Adjusted Performance Rank of BOTZ is 1616
Overall Rank
The Sharpe Ratio Rank of BOTZ is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of BOTZ is 1717
Sortino Ratio Rank
The Omega Ratio Rank of BOTZ is 1717
Omega Ratio Rank
The Calmar Ratio Rank of BOTZ is 1515
Calmar Ratio Rank
The Martin Ratio Rank of BOTZ is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IETC vs. BOTZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Evolved U.S. Technology ETF (IETC) 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.


The chart of Sharpe ratio for IETC, currently valued at 0.59, compared to the broader market-1.000.001.002.003.004.00
IETC: 0.59
BOTZ: -0.12
The chart of Sortino ratio for IETC, currently valued at 0.98, compared to the broader market-2.000.002.004.006.008.00
IETC: 0.98
BOTZ: 0.02
The chart of Omega ratio for IETC, currently valued at 1.14, compared to the broader market0.501.001.502.002.50
IETC: 1.14
BOTZ: 1.00
The chart of Calmar ratio for IETC, currently valued at 0.64, compared to the broader market0.002.004.006.008.0010.0012.00
IETC: 0.64
BOTZ: -0.09
The chart of Martin ratio for IETC, currently valued at 2.27, compared to the broader market0.0020.0040.0060.00
IETC: 2.27
BOTZ: -0.43

The current IETC Sharpe Ratio is 0.59, which is higher than the BOTZ Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of IETC and BOTZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.59
-0.12
IETC
BOTZ

Dividends

IETC vs. BOTZ - Dividend Comparison

IETC's dividend yield for the trailing twelve months is around 0.55%, more than BOTZ's 0.15% yield.


TTM202420232022202120202019201820172016
IETC
iShares Evolved U.S. Technology ETF
0.55%0.52%0.79%0.92%0.73%0.48%0.79%1.27%0.00%0.00%
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
0.15%0.13%0.20%0.23%0.16%0.19%0.83%1.44%0.01%0.06%

Drawdowns

IETC vs. BOTZ - Drawdown Comparison

The maximum IETC drawdown since its inception was -38.48%, smaller than the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for IETC and BOTZ. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.34%
-27.81%
IETC
BOTZ

Volatility

IETC vs. BOTZ - Volatility Comparison

iShares Evolved U.S. Technology ETF (IETC) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) have volatilities of 17.86% and 17.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.86%
17.44%
IETC
BOTZ