IGSU.L vs. BOTZ
Compare and contrast key facts about iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ).
IGSU.L and BOTZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGSU.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Feb 25, 2011. BOTZ is a passively managed fund by Global X that tracks the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index. It was launched on Sep 12, 2016. Both IGSU.L and BOTZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGSU.L or BOTZ.
Key characteristics
| IGSU.L | BOTZ | |
|---|---|---|
| YTD Return | 13.33% | 16.94% |
| 1Y Return | 23.35% | 35.44% |
| 3Y Return (Ann) | 5.76% | -4.55% |
| 5Y Return (Ann) | 11.35% | 9.53% |
| Sharpe Ratio | 1.92 | 1.66 |
| Sortino Ratio | 2.73 | 2.25 |
| Omega Ratio | 1.34 | 1.29 |
| Calmar Ratio | 3.00 | 0.94 |
| Martin Ratio | 12.09 | 6.75 |
| Ulcer Index | 1.73% | 5.28% |
| Daily Std Dev | 11.04% | 21.50% |
| Max Drawdown | -33.33% | -55.54% |
| Current Drawdown | -2.03% | -15.97% |
Correlation
The correlation between IGSU.L and BOTZ is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IGSU.L vs. BOTZ - Performance Comparison
In the year-to-date period, IGSU.L achieves a 13.33% return, which is significantly lower than BOTZ's 16.94% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IGSU.L vs. BOTZ - Expense Ratio Comparison
IGSU.L has a 0.60% expense ratio, which is lower than BOTZ's 0.68% expense ratio.
Risk-Adjusted Performance
IGSU.L vs. BOTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) 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.
Dividends
IGSU.L vs. BOTZ - Dividend Comparison
IGSU.L has not paid dividends to shareholders, while BOTZ's dividend yield for the trailing twelve months is around 0.14%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
IGSU.L iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.14% | 0.20% | 0.23% | 0.16% | 0.19% | 0.83% | 1.44% | 0.01% | 0.06% |
Drawdowns
IGSU.L vs. BOTZ - Drawdown Comparison
The maximum IGSU.L drawdown since its inception was -33.33%, smaller than the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for IGSU.L and BOTZ. For additional features, visit the drawdowns tool.
Volatility
IGSU.L vs. BOTZ - Volatility Comparison
The current volatility for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) is 3.21%, while Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a volatility of 5.90%. This indicates that IGSU.L experiences smaller price fluctuations and is considered to be less risky than BOTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.