LLOY.L vs. RBTX.L
LLOY.L (Lloyds Banking Group plc) is a stock, while RBTX.L (iShares Automation & Robotics UCITS ETF) is Robotics fund tracking the iSTOXX® FactSet Automation & Robotics. Over the past 5 years, LLOY.L returned 20.82%/yr vs 11.98%/yr for RBTX.L. At a 0.32 correlation, their price movements are largely independent.
Performance
LLOY.L vs. RBTX.L - Performance Comparison
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Returns By Period
In the year-to-date period, LLOY.L achieves a 3.13% return, which is significantly lower than RBTX.L's 29.45% return.
LLOY.L
- 1D
- -1.20%
- 1M
- 0.67%
- YTD
- 3.13%
- 6M
- 5.58%
- 1Y
- 33.57%
- 3Y*
- 36.13%
- 5Y*
- 20.82%
- 10Y*
- 8.57%
RBTX.L
- 1D
- 1.06%
- 1M
- 12.32%
- YTD
- 29.45%
- 6M
- 27.95%
- 1Y
- 48.70%
- 3Y*
- 18.88%
- 5Y*
- 11.98%
- 10Y*
- —
LLOY.L vs. RBTX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLOY.L Lloyds Banking Group plc | 3.13% | 88.33% | 21.09% | 10.91% | -0.38% | 34.81% | -36.92% | 27.49% | -20.02% | 11.38% |
RBTX.L iShares Automation & Robotics UCITS ETF | 29.45% | 9.17% | 7.51% | 32.05% | -26.55% | 22.26% | 35.08% | 32.52% | -13.97% | 34.09% |
Correlation
The correlation between LLOY.L and RBTX.L is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016 | 0.32 |
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Return for Risk
LLOY.L vs. RBTX.L — Risk / Return Rank
LLOY.L
RBTX.L
LLOY.L vs. RBTX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lloyds Banking Group plc (LLOY.L) and iShares Automation & Robotics UCITS ETF (RBTX.L). 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.
| LLOY.L | RBTX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.40 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 3.70 | -2.00 |
| Martin ratioReturn relative to average drawdown | 4.83 | 10.95 | -6.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LLOY.L | RBTX.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.32 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.57 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.78 | -0.60 |
Drawdowns
LLOY.L vs. RBTX.L - Drawdown Comparison
The maximum LLOY.L drawdown since its inception was -91.05%, which is greater than RBTX.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for LLOY.L and RBTX.L.
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Drawdown Indicators
| LLOY.L | RBTX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.05% | -33.46% | -57.59% |
Max Drawdown (1Y)Largest decline over 1 year | -19.68% | -13.10% | -6.58% |
Max Drawdown (3Y)Largest decline over 3 years | -19.68% | -27.28% | +7.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -33.46% | +7.81% |
Max Drawdown (10Y)Largest decline over 10 years | -61.42% | — | — |
Current DrawdownCurrent decline from peak | -26.77% | 0.00% | -26.77% |
Average DrawdownAverage peak-to-trough decline | -43.62% | -8.25% | -35.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.93% | 4.43% | +2.50% |
Volatility
LLOY.L vs. RBTX.L - Volatility Comparison
Lloyds Banking Group plc (LLOY.L) has a higher volatility of 10.09% compared to iShares Automation & Robotics UCITS ETF (RBTX.L) at 7.32%. This indicates that LLOY.L's price experiences larger fluctuations and is considered to be riskier than RBTX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLOY.L | RBTX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.09% | 7.32% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 20.90% | 16.34% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.44% | 20.91% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.14% | 21.16% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.76% | 20.70% | +10.06% |
Dividends
LLOY.L vs. RBTX.L - Dividend Comparison
LLOY.L's dividend yield for the trailing twelve months is around 3.69%, while RBTX.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLOY.L Lloyds Banking Group plc | 3.69% | 3.39% | 5.29% | 5.28% | 4.69% | 2.59% | 6.17% | 5.22% | 6.02% | 2.20% | 2.16% | 2.05% |
RBTX.L iShares Automation & Robotics UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LLOY.L and RBTX.L have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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