IGPT vs. BOTZ

Last updated Jul 14, 2026

IGPT (Invesco AI and Next Gen Software ETF) and BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) are both exchange-traded funds - IGPT is a Technology Equities fund tracking the STOXX World AC NexGen Software Development Index, while BOTZ is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index. Both are passively managed. Over the past 5 years, IGPT returned 14.22%/yr vs 1.21%/yr for BOTZ. A 0.74 correlation means they provide meaningful diversification when combined. IGPT charges 0.56%/yr vs 0.68%/yr for BOTZ.

Performance

IGPT vs. BOTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco AI and Next Gen Software ETF (IGPT) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IGPT achieves a 58.95% return, which is significantly higher than BOTZ's -0.94% return.

IGPT

• 1D: -4.48%
• 1M: -2.81%
• 6M: 50.96%
• YTD: 58.95%
• 1Y: 92.09%
• 3Y*: 36.19%
• 5Y*: 14.22%
• 10Y*: 20.78%

BOTZ

• 1D: -2.82%
• 1M: -3.32%
• 6M: -6.64%
• YTD: -0.94%
• 1Y: 11.69%
• 3Y*: 7.16%
• 5Y*: 1.21%
• 10Y*: —

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

IGPT vs. BOTZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IGPT Invesco AI and Next Gen Software ETF	58.95%	31.55%	17.15%	27.29%	-27.73%	-11.79%	54.31%	35.06%	16.38%	34.60%
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	-0.94%	14.17%	12.26%	38.97%	-42.69%	8.65%	51.92%	31.80%	-28.34%	58.01%

Correlation

The correlation between IGPT and BOTZ is 0.77, 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	0.77
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (5Y) Calculated over the trailing 5-year period	0.83
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016	0.74

The correlation between IGPT and BOTZ has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.

IGPT vs. BOTZ - Sectors Allocation Comparison

Sectors	IGPT	BOTZ
Technology	78.9%	31.8%
Communication Services	13.2%	4.4%
Real Estate	2.9%	-
Healthcare	2.5%	8.0%
Industrials	2.5%	49.3%
Financial Services	0.1%	0.9%
Basic Materials	-	0.0%
Consumer Cyclical	-	6.4%
Consumer Defensive	-	0.0%
Energy	-	0.5%
Utilities	-	0.0%

Return for Risk

IGPT vs. BOTZ — Risk / Return Rank

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

IGPT

IGPT Risk / Return Rank: 91
IGPT Sharpe Ratio Rank: 93
IGPT Sortino Ratio Rank: 86
IGPT Omega Ratio Rank: 88
IGPT Calmar Ratio Rank: 94
IGPT Martin Ratio Rank: 93

BOTZ

BOTZ Risk / Return Rank: 18
BOTZ Sharpe Ratio Rank: 18
BOTZ Sortino Ratio Rank: 18
BOTZ Omega Ratio Rank: 18
BOTZ Calmar Ratio Rank: 18
BOTZ Martin Ratio Rank: 20

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.

IGPT vs. BOTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco AI and Next Gen Software ETF (IGPT) 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.

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.

	IGPT	BOTZ	Difference
Sharpe ratio: Return per unit of total volatility	2.65	0.45	+2.20
Sortino ratio: Return per unit of downside risk	3.09	0.81	+2.28
Omega ratio: Gain probability vs. loss probability	1.43	1.10	+0.33
Calmar ratio: Return relative to maximum drawdown	5.55	0.61	+4.94
Martin ratio: Return relative to average drawdown	18.70	1.79	+16.91

IGPT vs. BOTZ - Sharpe Ratio Comparison

The current IGPT Sharpe Ratio is 2.65, which is higher than the BOTZ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of IGPT and BOTZ, 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

IGPT vs. BOTZ - Drawdown Comparison

The maximum IGPT drawdown since its inception was -50.14%, smaller than the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for IGPT and BOTZ.

Drawdown Indicators

	IGPT	BOTZ	Difference
Max Drawdown Largest peak-to-trough decline	-50.14%	-55.54%	+5.40%
Max Drawdown (1Y) Largest decline over 1 year	-16.68%	-19.34%	+2.66%
Max Drawdown (3Y) Largest decline over 3 years	-29.30%	-29.02%	-0.28%
Max Drawdown (5Y) Largest decline over 5 years	-42.87%	-55.54%	+12.67%
Max Drawdown (10Y) Largest decline over 10 years	-50.14%	—	—
Current Drawdown Current decline from peak	-12.56%	-13.79%	+1.23%
Average Drawdown Average peak-to-trough decline	-11.94%	-18.23%	+6.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.94%	6.54%	-1.60%

Volatility

IGPT vs. BOTZ - Volatility Comparison

Invesco AI and Next Gen Software ETF (IGPT) has a higher volatility of 17.85% compared to Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) at 10.37%. This indicates that IGPT's price experiences larger fluctuations and is considered to be riskier than BOTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IGPT	BOTZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.85%	10.37%	+7.48%
Volatility (6M) Calculated over the trailing 6-month period	31.02%	21.17%	+9.85%
Volatility (1Y) Calculated over the trailing 1-year period	34.98%	26.29%	+8.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.13%	27.21%	+1.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.06%	25.88%	+1.18%

IGPT vs. BOTZ - Expense Ratio Comparison

IGPT has a 0.56% expense ratio, which is lower than BOTZ's 0.68% expense ratio.

Dividends

IGPT vs. BOTZ - Dividend Comparison

IGPT's dividend yield for the trailing twelve months is around 0.01%, less than BOTZ's 0.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.49%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%	0.00%
IGPT Invesco AI and Next Gen Software ETF	0.01%	0.04%	0.00%	0.00%	1.41%	6.21%	0.04%	0.05%	0.00%	0.00%	0.03%	0.15%

Frequently Asked Questions

Can I hold both IGPT and BOTZ in my portfolio?

IGPT and BOTZ have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IGPT or BOTZ?

IGPT has higher volatility (17.85%) compared to BOTZ (10.37%). In terms of maximum drawdown, IGPT dropped -50.14% vs BOTZ's -55.54%.

Which ETF is better, IGPT or BOTZ?

On 5-year performance, IGPT leads with 14.22% vs 1.21% for BOTZ. On fees, IGPT is cheaper at 0.56% per year. On volatility, BOTZ has been the lower-risk option at 10.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IGPT or BOTZ?

Over the 5-year period, IGPT has performed better with a 14.22% return vs 1.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IGPT or BOTZ?

IGPT is cheaper with a 0.56% expense ratio, compared with 0.68% for BOTZ.

Which ETF pays a higher dividend yield, IGPT or BOTZ?

BOTZ has the higher dividend yield at 0.49%, compared with 0.01% for IGPT.

What is the main difference between IGPT and BOTZ?

IGPT is categorized as Technology Equities, while BOTZ is Robotics. IGPT tracks STOXX World AC NexGen Software Development Index, while BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index. They also come from different issuers: Invesco and Global X. Their fees differ too: 0.56% for IGPT and 0.68% for BOTZ.

Which has better risk-adjusted returns?

IGPT currently has the higher Sharpe Ratio (2.65 vs 0.45), 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.