PortfoliosLab logoPortfoliosLab logo
IRVH vs. BOTZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IRVH vs. BOTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IRVH achieves a -3.32% return, which is significantly lower than BOTZ's 10.63% return.


IRVH

1D
-0.18%
1M
-1.24%
YTD
-3.32%
6M
-3.31%
1Y
-1.82%
3Y*
-0.70%
5Y*
10Y*

BOTZ

1D
-0.47%
1M
3.43%
YTD
10.63%
6M
9.15%
1Y
28.51%
3Y*
12.50%
5Y*
3.08%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IRVH vs. BOTZ - Yearly Performance Comparison


2026 (YTD)2025202420232022
IRVH
Global X Interest Rate Volatility & Inflation Hedge ETF
-3.32%7.71%-5.49%0.83%-6.69%
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
10.63%14.17%12.26%38.97%-0.68%

Correlation

The correlation between IRVH and BOTZ is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2022

0.10

Compare stocks, funds, or ETFs

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


Return for Risk

IRVH vs. BOTZ — Risk / Return Rank

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

IRVH
IRVH Risk / Return Rank: 55
Overall Rank
IRVH Sharpe Ratio Rank: 66
Sharpe Ratio Rank
IRVH Sortino Ratio Rank: 55
Sortino Ratio Rank
IRVH Omega Ratio Rank: 55
Omega Ratio Rank
IRVH Calmar Ratio Rank: 66
Calmar Ratio Rank
IRVH Martin Ratio Rank: 66
Martin Ratio Rank

BOTZ
BOTZ Risk / Return Rank: 3333
Overall Rank
BOTZ Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
BOTZ Sortino Ratio Rank: 3535
Sortino Ratio Rank
BOTZ Omega Ratio Rank: 3232
Omega Ratio Rank
BOTZ Calmar Ratio Rank: 3030
Calmar Ratio Rank
BOTZ Martin Ratio Rank: 3434
Martin Ratio Rank
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.

IRVH vs. BOTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) 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.


IRVHBOTZDifference
Sharpe ratioReturn per unit of total volatility

-1.56

Sortino ratioReturn per unit of downside risk

-2.30

Omega ratioGain probability vs. loss probability

0.95

1.21

-0.27

Calmar ratioReturn relative to maximum drawdown

-0.37

1.48

-1.85

Martin ratioReturn relative to average drawdown

-0.77

5.08

-5.85

IRVH vs. BOTZ - Sharpe Ratio Comparison

The current IRVH Sharpe Ratio is -0.37, which is lower than the BOTZ Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of IRVH 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.


Loading charts...

Sharpe Ratios by Period


IRVHBOTZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.37

1.19

-1.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.22

0.44

-0.66

Drawdowns

IRVH vs. BOTZ - Drawdown Comparison

The maximum IRVH drawdown since its inception was -14.98%, smaller than the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for IRVH and BOTZ.


Loading charts...

Drawdown Indicators


IRVHBOTZDifference

Max Drawdown

Largest peak-to-trough decline

-14.98%

-55.54%

+40.56%

Max Drawdown (1Y)

Largest decline over 1 year

-4.94%

-19.34%

+14.40%

Max Drawdown (3Y)

Largest decline over 3 years

-8.03%

-29.02%

+20.99%

Max Drawdown (5Y)

Largest decline over 5 years

-55.54%

Current Drawdown

Current decline from peak

-10.32%

-3.72%

-6.60%

Average Drawdown

Average peak-to-trough decline

-9.72%

-18.32%

+8.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

5.63%

-3.28%

Volatility

IRVH vs. BOTZ - Volatility Comparison

The current volatility for Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) is 0.71%, while Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a volatility of 7.76%. This indicates that IRVH 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.


Loading charts...

Volatility by Period


IRVHBOTZDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.71%

7.76%

-7.05%

Volatility (6M)

Calculated over the trailing 6-month period

3.27%

18.41%

-15.14%

Volatility (1Y)

Calculated over the trailing 1-year period

4.96%

23.97%

-19.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.84%

26.72%

-17.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.84%

25.72%

-16.88%

IRVH vs. BOTZ - Expense Ratio Comparison

IRVH has a 0.50% expense ratio, which is lower than BOTZ's 0.68% expense ratio.


Dividends

IRVH vs. BOTZ - Dividend Comparison

IRVH's dividend yield for the trailing twelve months is around 5.56%, more than BOTZ's 0.59% yield.


PositionTTM2025202420232022202120202019201820172016
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
0.59%0.66%0.13%0.20%0.23%0.16%0.19%0.83%1.44%0.01%0.06%
IRVH
Global X Interest Rate Volatility & Inflation Hedge ETF
5.56%4.89%3.34%3.69%2.73%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IRVH and BOTZ have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BOTZ has higher volatility (7.76%) compared to IRVH (0.71%). In terms of maximum drawdown, IRVH dropped -14.98% vs BOTZ's -55.54%.

On 3-year performance, BOTZ leads with 12.50% vs -0.70% for IRVH. On fees, IRVH is cheaper at 0.50% per year. On volatility, IRVH has been the lower-risk option at 0.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BOTZ has performed better with a 12.50% return vs -0.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IRVH is cheaper with a 0.50% expense ratio, compared with 0.68% for BOTZ.

IRVH has the higher dividend yield at 5.56%, compared with 0.59% for BOTZ.

IRVH is categorized as Inflation-Protected Bonds, while BOTZ is Robotics. Their fees differ too: 0.50% for IRVH and 0.68% for BOTZ.

BOTZ currently has the higher Sharpe Ratio (1.19 vs -0.37), 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.

Portfolio Optimizer

Find the right allocation for IRVH and BOTZ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer