RBTZ.AX vs. CORE.AX
RBTZ.AX (BetaShares Global Robotics and Artificial Intelligence ETF) and CORE.AX (Schroder Global Core Fund - Active ETF) are both Global Equities funds. RBTZ.AX is passively managed, while CORE.AX is actively managed. Over the past year, RBTZ.AX returned 4.41% vs 15.14% for CORE.AX. At a 0.46 correlation, their price movements are largely independent.
Performance
RBTZ.AX vs. CORE.AX - Performance Comparison
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Returns By Period
In the year-to-date period, RBTZ.AX achieves a -5.08% return, which is significantly lower than CORE.AX's 4.95% return.
RBTZ.AX
- 1D
- -0.34%
- 1M
- -4.15%
- 6M
- -9.48%
- YTD
- -5.08%
- 1Y
- 4.41%
- 3Y*
- 6.26%
- 5Y*
- 2.80%
- 10Y*
- —
CORE.AX
- 1D
- -0.25%
- 1M
- 0.93%
- 6M
- 4.67%
- YTD
- 4.95%
- 1Y
- 15.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RBTZ.AX vs. CORE.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RBTZ.AX BetaShares Global Robotics and Artificial Intelligence ETF | -5.08% | 14.86% |
CORE.AX Schroder Global Core Fund - Active ETF | 4.95% | 12.78% |
Correlation
The correlation between RBTZ.AX and CORE.AX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | 0.46 |
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Return for Risk
RBTZ.AX vs. CORE.AX — Risk / Return Rank
RBTZ.AX
CORE.AX
RBTZ.AX vs. CORE.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). 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.
| RBTZ.AX | CORE.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.28 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.68 | -1.43 |
| Martin ratioReturn relative to average drawdown | 0.65 | 4.54 | -3.89 |
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Drawdowns
RBTZ.AX vs. CORE.AX - Drawdown Comparison
The maximum RBTZ.AX drawdown since its inception was -47.86%, which is greater than CORE.AX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for RBTZ.AX and CORE.AX.
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Drawdown Indicators
| RBTZ.AX | CORE.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.86% | -10.20% | -37.66% |
Max Drawdown (1Y)Largest decline over 1 year | -19.55% | -10.20% | -9.35% |
Max Drawdown (3Y)Largest decline over 3 years | -27.01% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -47.86% | — | — |
Current DrawdownCurrent decline from peak | -11.19% | -1.34% | -9.85% |
Average DrawdownAverage peak-to-trough decline | -14.03% | -2.60% | -11.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.79% | — | — |
Volatility
RBTZ.AX vs. CORE.AX - Volatility Comparison
BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ.AX) has a higher volatility of 7.96% compared to Schroder Global Core Fund - Active ETF (CORE.AX) at 2.12%. This indicates that RBTZ.AX's price experiences larger fluctuations and is considered to be riskier than CORE.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBTZ.AX | CORE.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 2.12% | +5.84% |
Volatility (6M)Calculated over the trailing 6-month period | 18.35% | 7.39% | +10.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.26% | 12.44% | +10.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.69% | 12.50% | +10.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 12.50% | +9.85% |
Dividends
RBTZ.AX vs. CORE.AX - Dividend Comparison
RBTZ.AX's dividend yield for the trailing twelve months is around 0.05%, less than CORE.AX's 0.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 0.68% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RBTZ.AX BetaShares Global Robotics and Artificial Intelligence ETF | 0.05% | 1.87% | 4.61% | 0.05% | 0.87% | 3.02% | 3.79% | 0.51% |
Frequently Asked Questions
RBTZ.AX and CORE.AX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: BetaShares and Schroder.
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