USNQX vs. BOTZ
Compare and contrast key facts about USAA Nasdaq 100 Index Fund (USNQX) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ).
USNQX is managed by Victory Capital. It was launched on Oct 27, 2000. BOTZ is a passively managed fund by Global X that tracks the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index. It was launched on Sep 12, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USNQX or BOTZ.
Performance
USNQX vs. BOTZ - Performance Comparison
Returns By Period
In the year-to-date period, USNQX achieves a 22.50% return, which is significantly higher than BOTZ's 13.21% return.
USNQX
22.50%
1.08%
10.20%
27.59%
17.76%
15.97%
BOTZ
13.21%
0.53%
1.08%
24.83%
9.06%
N/A
Key characteristics
| USNQX | BOTZ | |
|---|---|---|
| Sharpe Ratio | 1.57 | 1.20 |
| Sortino Ratio | 2.13 | 1.70 |
| Omega Ratio | 1.29 | 1.21 |
| Calmar Ratio | 2.04 | 0.74 |
| Martin Ratio | 7.37 | 4.84 |
| Ulcer Index | 3.75% | 5.30% |
| Daily Std Dev | 17.64% | 21.35% |
| Max Drawdown | -74.36% | -55.54% |
| Current Drawdown | -2.74% | -18.65% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USNQX vs. BOTZ - Expense Ratio Comparison
USNQX has a 0.42% expense ratio, which is lower than BOTZ's 0.68% expense ratio.
Correlation
The correlation between USNQX and BOTZ is 0.77, 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
USNQX vs. BOTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Nasdaq 100 Index Fund (USNQX) 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.
Dividends
USNQX vs. BOTZ - Dividend Comparison
USNQX's dividend yield for the trailing twelve months is around 0.47%, more than BOTZ's 0.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNQX USAA Nasdaq 100 Index Fund | 0.47% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.15% | 0.20% | 0.23% | 0.16% | 0.19% | 0.83% | 1.44% | 0.01% | 0.06% | 0.00% | 0.00% | 0.00% |
Drawdowns
USNQX vs. BOTZ - Drawdown Comparison
The maximum USNQX drawdown since its inception was -74.36%, which is greater than BOTZ's maximum drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for USNQX and BOTZ. For additional features, visit the drawdowns tool.
Volatility
USNQX vs. BOTZ - Volatility Comparison
USAA Nasdaq 100 Index Fund (USNQX) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) have volatilities of 5.58% and 5.46%, 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.