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RBTX.L vs. RBOT.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RBTX.L vs. RBOT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Automation & Robotics UCITS ETF (RBTX.L) and iShares Automation & Robotics UCITS ETF USD (Acc) (RBOT.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

RBTX.L is traded in GBp, while RBOT.L is traded in USD. To make them comparable, the RBOT.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with RBTX.L having a 19.22% return and RBOT.L slightly lower at 19.17%.


RBTX.L

1D
-2.83%
1M
-9.44%
6M
12.86%
YTD
19.22%
1Y
25.57%
3Y*
15.21%
5Y*
9.17%
10Y*

RBOT.L

1D
-3.03%
1M
-10.16%
6M
12.58%
YTD
19.17%
1Y
25.59%
3Y*
15.10%
5Y*
9.09%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBTX.L vs. RBOT.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBTX.L
iShares Automation & Robotics UCITS ETF
19.22%9.17%7.51%32.05%-26.55%22.26%35.08%32.52%-13.97%34.09%
RBOT.L
iShares Automation & Robotics UCITS ETF USD (Acc)
19.17%9.20%7.40%32.76%-26.63%21.83%35.77%31.67%-13.90%34.48%

Correlation

The correlation between RBTX.L and RBOT.L is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.97

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

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2016

0.95

The correlation between RBTX.L and RBOT.L has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

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Return for Risk

RBTX.L vs. RBOT.L — Risk / Return Rank

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

RBTX.L
RBTX.L Risk / Return Rank: 3939
Overall Rank
RBTX.L Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
RBTX.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
RBTX.L Omega Ratio Rank: 3636
Omega Ratio Rank
RBTX.L Calmar Ratio Rank: 4747
Calmar Ratio Rank
RBTX.L Martin Ratio Rank: 4242
Martin Ratio Rank

RBOT.L
RBOT.L Risk / Return Rank: 4040
Overall Rank
RBOT.L Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
RBOT.L Sortino Ratio Rank: 3838
Sortino Ratio Rank
RBOT.L Omega Ratio Rank: 3636
Omega Ratio Rank
RBOT.L Calmar Ratio Rank: 4444
Calmar Ratio Rank
RBOT.L Martin Ratio Rank: 4545
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.

RBTX.L vs. RBOT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (RBTX.L) and iShares Automation & Robotics UCITS ETF USD (Acc) (RBOT.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.LRBOT.LDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.20

1.19

+0.01

Calmar ratioReturn relative to maximum drawdown

1.94

1.90

+0.04

Martin ratioReturn relative to average drawdown

5.32

5.17

+0.15

RBTX.L vs. RBOT.L - Sharpe Ratio Comparison

The current RBTX.L Sharpe Ratio is 1.06, which is comparable to the RBOT.L Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of RBTX.L and RBOT.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RBTX.L vs. RBOT.L - Drawdown Comparison

The maximum RBTX.L drawdown since its inception was -33.46%, roughly equal to the maximum RBOT.L drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for RBTX.L and RBOT.L.


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Drawdown Indicators


RBTX.LRBOT.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.46%

-33.83%

+0.37%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-13.38%

+0.28%

Max Drawdown (3Y)

Largest decline over 3 years

-27.28%

-27.59%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-33.46%

-33.83%

+0.37%

Current Drawdown

Current decline from peak

-12.56%

-12.71%

+0.15%

Average Drawdown

Average peak-to-trough decline

-9.54%

-8.31%

-1.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.79%

4.93%

-0.14%

Volatility

RBTX.L vs. RBOT.L - Volatility Comparison

iShares Automation & Robotics UCITS ETF (RBTX.L) and iShares Automation & Robotics UCITS ETF USD (Acc) (RBOT.L) have volatilities of 10.33% and 10.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBTX.LRBOT.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.33%

10.37%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

20.27%

21.07%

-0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

24.11%

24.76%

-0.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.73%

22.82%

+2.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.63%

21.98%

+2.65%

RBTX.L vs. RBOT.L - Expense Ratio Comparison

Both RBTX.L and RBOT.L have an expense ratio of 0.40%.


Dividends

RBTX.L vs. RBOT.L - Dividend Comparison

Neither RBTX.L nor RBOT.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.97, RBTX.L and RBOT.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

RBTX.L and RBOT.L have the same expense ratio: 0.40% per year.

RBTX.L tracks iSTOXX® FactSet Automation & Robotics, while RBOT.L tracks STOXX Global Automation & Robotics Net USD Index.

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