SPYV vs. BOTZ

Last updated Jun 14, 2026

SPYV (SPDR Portfolio S&P 500 Value ETF) and BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) are both exchange-traded funds - SPYV is a S&P 500 fund tracking the S&P 500 Value Index, while BOTZ is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index. Both are passively managed. Over the past 5 years, SPYV returned 10.98%/yr vs 1.51%/yr for BOTZ. A 0.65 correlation means they provide meaningful diversification when combined. SPYV charges 0.04%/yr vs 0.68%/yr for BOTZ.

Performance

SPYV vs. BOTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio S&P 500 Value ETF (SPYV) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SPYV achieves a 8.25% return, which is significantly higher than BOTZ's 2.46% return.

SPYV

• 1D: 0.69%
• 1M: 1.59%
• YTD: 8.25%
• 6M: 8.02%
• 1Y: 21.87%
• 3Y*: 15.13%
• 5Y*: 10.98%
• 10Y*: 12.08%

BOTZ

• 1D: -0.38%
• 1M: -9.73%
• YTD: 2.46%
• 6M: 2.47%
• 1Y: 20.91%
• 3Y*: 8.57%
• 5Y*: 1.51%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYV vs. BOTZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SPYV SPDR Portfolio S&P 500 Value ETF	8.25%	13.18%	12.24%	22.20%	-5.28%	24.91%	1.38%	31.70%	-9.01%	15.40%
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	2.46%	14.17%	12.26%	38.97%	-42.69%	8.65%	51.92%	31.80%	-28.34%	58.01%

Correlation

The correlation between SPYV and BOTZ is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.53
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (5Y) Calculated over the trailing 5-year period	0.65
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016	0.65

The correlation between SPYV and BOTZ shifts across timeframes, from 0.53 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.

SPYV vs. BOTZ - Sectors Allocation Comparison

Sectors	SPYV	BOTZ
Technology	22.4%	31.8%
Financial Services	14.5%	0.9%
Healthcare	11.5%	8.0%
Consumer Cyclical	11.1%	6.4%
Industrials	10.5%	49.3%
Consumer Defensive	8.9%	0.0%
Energy	7.0%	0.5%
Utilities	4.3%	0.0%
Real Estate	3.4%	-
Basic Materials	3.3%	0.0%
Communication Services	3.2%	4.4%

Return for Risk

SPYV vs. BOTZ — Risk / Return Rank

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

SPYV

SPYV Risk / Return Rank: 75
SPYV Sharpe Ratio Rank: 75
SPYV Sortino Ratio Rank: 76
SPYV Omega Ratio Rank: 73
SPYV Calmar Ratio Rank: 75
SPYV Martin Ratio Rank: 77

BOTZ

BOTZ Risk / Return Rank: 25
BOTZ Sharpe Ratio Rank: 24
BOTZ Sortino Ratio Rank: 25
BOTZ Omega Ratio Rank: 24
BOTZ Calmar Ratio Rank: 24
BOTZ Martin Ratio Rank: 27

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.

SPYV vs. BOTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 500 Value ETF (SPYV) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ). 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.

	SPYV	BOTZ	Difference
Sharpe ratio: Return per unit of total volatility	2.08	0.76	+1.32
Sortino ratio: Return per unit of downside risk	2.92	1.22	+1.70
Omega ratio: Gain probability vs. loss probability	1.37	1.14	+0.23
Calmar ratio: Return relative to maximum drawdown	3.33	0.99	+2.35
Martin ratio: Return relative to average drawdown	12.73	3.26	+9.47

SPYV vs. BOTZ - Sharpe Ratio Comparison

The current SPYV Sharpe Ratio is 2.08, which is higher than the BOTZ Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of SPYV and BOTZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SPYV vs. BOTZ - Drawdown Comparison

The maximum SPYV drawdown since its inception was -58.45%, which is greater than BOTZ's maximum drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for SPYV and BOTZ.

Drawdown Indicators

	SPYV	BOTZ	Difference
Max Drawdown Largest peak-to-trough decline	-58.45%	-55.54%	-2.91%
Max Drawdown (1Y) Largest decline over 1 year	-6.22%	-19.34%	+13.12%
Max Drawdown (3Y) Largest decline over 3 years	-17.54%	-29.02%	+11.48%
Max Drawdown (5Y) Largest decline over 5 years	-17.89%	-55.54%	+37.65%
Max Drawdown (10Y) Largest decline over 10 years	-36.89%	—	—
Current Drawdown Current decline from peak	-0.18%	-10.83%	+10.65%
Average Drawdown Average peak-to-trough decline	-8.71%	-18.29%	+9.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.63%	5.84%	-4.21%

Volatility

SPYV vs. BOTZ - Volatility Comparison

The current volatility for SPDR Portfolio S&P 500 Value ETF (SPYV) is 2.70%, while Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a volatility of 8.89%. This indicates that SPYV experiences smaller price fluctuations and is considered to be less risky than BOTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SPYV	BOTZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.70%	8.89%	-6.19%
Volatility (6M) Calculated over the trailing 6-month period	7.26%	19.49%	-12.23%
Volatility (1Y) Calculated over the trailing 1-year period	9.97%	25.07%	-15.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.42%	26.90%	-12.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.94%	25.79%	-8.85%

SPYV vs. BOTZ - Expense Ratio Comparison

SPYV has a 0.04% expense ratio, which is lower than BOTZ's 0.68% expense ratio.

Dividends

SPYV vs. BOTZ - Dividend Comparison

SPYV's dividend yield for the trailing twelve months is around 1.68%, more than BOTZ's 0.64% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.64%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%	0.00%
SPYV SPDR Portfolio S&P 500 Value ETF	1.68%	1.77%	2.29%	1.75%	2.22%	2.10%	2.38%	2.25%	2.97%	2.77%	2.39%	2.53%

Frequently Asked Questions

Can I hold both SPYV and BOTZ in my portfolio?

SPYV and BOTZ have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SPYV or BOTZ?

BOTZ has higher volatility (8.89%) compared to SPYV (2.70%). In terms of maximum drawdown, SPYV dropped -58.45% vs BOTZ's -55.54%.

Which ETF is better, SPYV or BOTZ?

On 5-year performance, SPYV leads with 10.98% vs 1.51% for BOTZ. On fees, SPYV is cheaper at 0.04% per year. On volatility, SPYV has been the lower-risk option at 2.70%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SPYV or BOTZ?

Over the 5-year period, SPYV has performed better with a 10.98% return vs 1.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SPYV or BOTZ?

SPYV is cheaper with a 0.04% expense ratio, compared with 0.68% for BOTZ.

Which ETF pays a higher dividend yield, SPYV or BOTZ?

SPYV has the higher dividend yield at 1.68%, compared with 0.64% for BOTZ.

What is the main difference between SPYV and BOTZ?

SPYV is categorized as S&P 500, while BOTZ is Robotics. SPYV tracks S&P 500 Value Index, while BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index. They also come from different issuers: State Street and Global X. Their fees differ too: 0.04% for SPYV and 0.68% for BOTZ.

Which has better risk-adjusted returns?

SPYV currently has the higher Sharpe Ratio (2.08 vs 0.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.