ROBO vs. XT
Compare and contrast key facts about ROBO Global Robotics & Automation Index ETF (ROBO) and iShares Exponential Technologies ETF (XT).
ROBO and XT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ROBO is a passively managed fund by Exchange Traded Concepts that tracks the performance of the ROBO Global Robotics and Automation TR Index. It was launched on Oct 22, 2013. XT is a passively managed fund by iShares that tracks the performance of the Morningstar Exponential Technologies Index. It was launched on Mar 19, 2015. Both ROBO and XT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROBO or XT.
Performance
ROBO vs. XT - Performance Comparison
Returns By Period
In the year-to-date period, ROBO achieves a -3.14% return, which is significantly lower than XT's -0.90% return.
ROBO
-3.14%
-1.19%
-2.73%
10.09%
6.40%
7.98%
XT
-0.90%
-2.25%
0.22%
10.74%
8.38%
N/A
Key characteristics
| ROBO | XT | |
|---|---|---|
| Sharpe Ratio | 0.50 | 0.58 |
| Sortino Ratio | 0.80 | 0.90 |
| Omega Ratio | 1.10 | 1.11 |
| Calmar Ratio | 0.31 | 0.53 |
| Martin Ratio | 1.67 | 2.43 |
| Ulcer Index | 5.62% | 4.17% |
| Daily Std Dev | 18.61% | 17.42% |
| Max Drawdown | -43.65% | -34.41% |
| Current Drawdown | -22.89% | -10.42% |
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ROBO vs. XT - Expense Ratio Comparison
ROBO has a 0.95% expense ratio, which is higher than XT's 0.47% expense ratio.
Correlation
The correlation between ROBO and XT is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
ROBO vs. XT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ROBO Global Robotics & Automation Index ETF (ROBO) and iShares Exponential Technologies ETF (XT). 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.
Dividends
ROBO vs. XT - Dividend Comparison
ROBO's dividend yield for the trailing twelve months is around 0.05%, less than XT's 0.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ROBO ROBO Global Robotics & Automation Index ETF | 0.05% | 0.05% | 0.00% | 0.18% | 0.20% | 0.37% | 0.37% | 0.02% | 0.19% | 0.28% | 0.28% |
XT iShares Exponential Technologies ETF | 0.45% | 0.41% | 0.78% | 0.84% | 0.77% | 1.55% | 1.45% | 0.97% | 1.37% | 1.34% | 0.00% |
Drawdowns
ROBO vs. XT - Drawdown Comparison
The maximum ROBO drawdown since its inception was -43.65%, which is greater than XT's maximum drawdown of -34.41%. Use the drawdown chart below to compare losses from any high point for ROBO and XT. For additional features, visit the drawdowns tool.
Volatility
ROBO vs. XT - Volatility Comparison
ROBO Global Robotics & Automation Index ETF (ROBO) has a higher volatility of 5.28% compared to iShares Exponential Technologies ETF (XT) at 4.66%. This indicates that ROBO's price experiences larger fluctuations and is considered to be riskier than XT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.