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IGPT vs. IRBO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IGPT and IRBO is 0.80, 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.


-0.50.00.51.00.8

Performance

IGPT vs. IRBO - Performance Comparison

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

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
0.89%
0.29%
IGPT
IRBO

Key characteristics

Returns By Period


IGPT

YTD

-2.32%

1M

-6.36%

6M

0.89%

1Y

2.29%

5Y*

12.02%

10Y*

14.95%

IRBO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IGPT vs. IRBO - Expense Ratio Comparison

IGPT has a 0.60% expense ratio, which is higher than IRBO's 0.47% expense ratio.


Expense ratio chart for IGPT: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%
Expense ratio chart for IRBO: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%

Risk-Adjusted Performance

IGPT vs. IRBO — Risk-Adjusted Performance Rank

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

IGPT
The Risk-Adjusted Performance Rank of IGPT is 1010
Overall Rank
The Sharpe Ratio Rank of IGPT is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of IGPT is 99
Sortino Ratio Rank
The Omega Ratio Rank of IGPT is 1010
Omega Ratio Rank
The Calmar Ratio Rank of IGPT is 1010
Calmar Ratio Rank
The Martin Ratio Rank of IGPT is 99
Martin Ratio Rank

IRBO
The Risk-Adjusted Performance Rank of IRBO is 1010
Overall Rank
The Sharpe Ratio Rank of IRBO is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of IRBO is 1010
Sortino Ratio Rank
The Omega Ratio Rank of IRBO is 99
Omega Ratio Rank
The Calmar Ratio Rank of IRBO is 1010
Calmar Ratio Rank
The Martin Ratio Rank of IRBO is 1212
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.

IGPT vs. IRBO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco AI and Next Gen Software ETF (IGPT) and iShares Robotics and Artificial Intelligence Multisector ETF (IRBO). 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 IGPT, currently valued at 0.05, compared to the broader market0.002.004.000.05-0.14
The chart of Sortino ratio for IGPT, currently valued at 0.23, compared to the broader market-2.000.002.004.006.008.0010.0012.000.24-0.08
The chart of Omega ratio for IGPT, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.001.030.99
The chart of Calmar ratio for IGPT, currently valued at 0.07, compared to the broader market0.005.0010.0015.000.07-0.06
The chart of Martin ratio for IGPT, currently valued at 0.17, compared to the broader market0.0020.0040.0060.0080.00100.000.17-0.41
IGPT
IRBO


Rolling 12-month Sharpe Ratio0.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
0.05
-0.14
IGPT
IRBO

Dividends

IGPT vs. IRBO - Dividend Comparison

Neither IGPT nor IRBO has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
IGPT
Invesco AI and Next Gen Software ETF
0.00%0.00%0.00%4.23%18.63%0.11%0.15%0.00%0.00%0.10%0.44%0.29%
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
0.35%0.35%0.62%0.13%1.14%0.53%0.69%0.34%0.00%0.00%0.00%0.00%

Drawdowns

IGPT vs. IRBO - Drawdown Comparison


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.21%
-32.91%
IGPT
IRBO

Volatility

IGPT vs. IRBO - Volatility Comparison

Invesco AI and Next Gen Software ETF (IGPT) has a higher volatility of 6.75% compared to iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) at 0.00%. This indicates that IGPT's price experiences larger fluctuations and is considered to be riskier than IRBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.75%
0
IGPT
IRBO