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IGPT vs. PBOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGPT vs. PBOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco AI and Next Gen Software ETF (IGPT) and Pictet AI & Automation ETF (PBOT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGPT achieves a 50.51% return, which is significantly higher than PBOT's 26.50% return.


IGPT

1D
3.23%
1M
-6.05%
6M
36.61%
YTD
50.51%
1Y
80.58%
3Y*
37.96%
5Y*
12.94%
10Y*
19.82%
ALL TIME*
15.04%

PBOT

1D
1.80%
1M
-1.29%
6M
24.01%
YTD
26.50%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$24.39M$21.86M$21.83M
$30.33K$29.64K$24.21K

IGPT vs. PBOT - Yearly Performance Comparison


2026 (YTD)2025
IGPT
Invesco AI and Next Gen Software ETF
50.51%5.28%
PBOT
Pictet AI & Automation ETF
26.50%0.33%

Correlation

The correlation between IGPT and PBOT is 0.85, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 16, 2025

0.85

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Return for Risk

IGPT vs. PBOT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IGPT
IGPT Risk / Return Rank: 8484
Overall Rank
IGPT Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
IGPT Sortino Ratio Rank: 8181
Sortino Ratio Rank
IGPT Omega Ratio Rank: 8282
Omega Ratio Rank
IGPT Calmar Ratio Rank: 8585
Calmar Ratio Rank
IGPT Martin Ratio Rank: 8585
Martin Ratio Rank

PBOT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IGPT vs. PBOT - Risk-Adjusted Trends Comparison

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


IGPTPBOTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

3.27

Martin ratioReturn relative to average drawdown

12.33

IGPT vs. PBOT - Sharpe Ratio Comparison


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Drawdowns

IGPT vs. PBOT - Drawdown Comparison

The maximum IGPT drawdown since its inception was -50.14%, which is greater than PBOT's maximum drawdown of -15.78%. Use the drawdown chart below to compare losses from any high point for IGPT and PBOT.


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Drawdown Indicators


IGPTPBOTDifference

Max Drawdown

Largest peak-to-trough decline

-50.14%

-15.78%

-34.36%

Max Drawdown (1Y)

Largest decline over 1 year

-24.74%

Max Drawdown (3Y)

Largest decline over 3 years

-29.30%

Max Drawdown (5Y)

Largest decline over 5 years

-42.04%

Max Drawdown (10Y)

Largest decline over 10 years

-50.14%

Current Drawdown

Current decline from peak

-17.20%

-6.04%

-11.16%

Average Drawdown

Average peak-to-trough decline

-11.95%

-4.52%

-7.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.56%

Volatility

IGPT vs. PBOT - Volatility Comparison


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Volatility by Period


IGPTPBOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.42%

Volatility (6M)

Calculated over the trailing 6-month period

32.86%

Volatility (1Y)

Calculated over the trailing 1-year period

36.96%

26.96%

+10.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.58%

26.96%

+2.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.31%

26.96%

+0.35%

IGPT vs. PBOT - Expense Ratio Comparison

IGPT has a 0.56% expense ratio, which is lower than PBOT's 0.70% expense ratio.


Dividends

IGPT vs. PBOT - Dividend Comparison

IGPT's dividend yield for the trailing twelve months is around 0.01%, less than PBOT's 0.08% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
PBOT
Pictet AI & Automation ETF
0.08%0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IGPT and PBOT have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGPT is cheaper at 0.56% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGPT is cheaper with a 0.56% expense ratio, compared with 0.70% for PBOT.

PBOT has the higher dividend yield at 0.08%, compared with 0.01% for IGPT.

They also come from different issuers: Invesco and Pictet. Their fees differ too: 0.56% for IGPT and 0.70% for PBOT.

Portfolio Optimizer

Find the right allocation for IGPT and PBOT

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