RBTX.L vs. LLOY.L
RBTX.L (iShares Automation & Robotics UCITS ETF) is Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while LLOY.L (Lloyds Banking Group plc) is a stock. Over the past 5 years, RBTX.L returned 12.03%/yr vs 22.35%/yr for LLOY.L. At a 0.32 correlation, their price movements are largely independent.
Performance
RBTX.L vs. LLOY.L - Performance Comparison
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Returns By Period
In the year-to-date period, RBTX.L achieves a 32.14% return, which is significantly higher than LLOY.L's 7.04% return.
RBTX.L
- 1D
- 3.16%
- 1M
- 8.29%
- YTD
- 32.14%
- 6M
- 32.00%
- 1Y
- 50.78%
- 3Y*
- 19.29%
- 5Y*
- 12.03%
- 10Y*
- —
LLOY.L
- 1D
- 0.29%
- 1M
- 9.13%
- YTD
- 7.04%
- 6M
- 10.52%
- 1Y
- 39.62%
- 3Y*
- 38.24%
- 5Y*
- 22.35%
- 10Y*
- 8.92%
RBTX.L vs. LLOY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBTX.L iShares Automation & Robotics UCITS ETF | 32.14% | 9.17% | 7.51% | 32.05% | -26.55% | 22.26% | 35.08% | 32.52% | -13.97% | 34.09% |
LLOY.L Lloyds Banking Group plc | 7.04% | 88.33% | 21.09% | 10.91% | -0.38% | 34.81% | -41.70% | 27.49% | -20.02% | 11.38% |
Correlation
The correlation between RBTX.L and LLOY.L is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.32 |
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Return for Risk
RBTX.L vs. LLOY.L — Risk / Return Rank
RBTX.L
LLOY.L
RBTX.L vs. LLOY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (RBTX.L) and Lloyds Banking Group plc (LLOY.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.
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.
| RBTX.L | LLOY.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.26 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | 2.00 | +1.85 |
| Martin ratioReturn relative to average drawdown | 11.29 | 5.54 | +5.75 |
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Drawdowns
RBTX.L vs. LLOY.L - Drawdown Comparison
The maximum RBTX.L drawdown since its inception was -33.46%, smaller than the maximum LLOY.L drawdown of -91.44%. Use the drawdown chart below to compare losses from any high point for RBTX.L and LLOY.L.
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Drawdown Indicators
| RBTX.L | LLOY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.46% | -91.44% | +57.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -19.68% | +6.58% |
Max Drawdown (3Y)Largest decline over 3 years | -27.28% | -19.68% | -7.60% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -25.65% | -7.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.34% | — |
Current DrawdownCurrent decline from peak | 0.00% | -6.61% | +6.61% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -52.56% | +42.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 7.12% | -2.64% |
Volatility
RBTX.L vs. LLOY.L - Volatility Comparison
iShares Automation & Robotics UCITS ETF (RBTX.L) has a higher volatility of 9.28% compared to Lloyds Banking Group plc (LLOY.L) at 7.85%. This indicates that RBTX.L's price experiences larger fluctuations and is considered to be riskier than LLOY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBTX.L | LLOY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.28% | 7.85% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 17.74% | 21.31% | -3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.02% | 27.89% | -5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.33% | 27.22% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.51% | 30.65% | -6.14% |
Dividends
RBTX.L vs. LLOY.L - Dividend Comparison
RBTX.L has not paid dividends to shareholders, while LLOY.L's dividend yield for the trailing twelve months is around 3.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLOY.L Lloyds Banking Group plc | 3.56% | 3.39% | 5.29% | 5.28% | 4.69% | 2.59% | 0.00% | 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
RBTX.L and LLOY.L have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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