Correlation
The correlation between VEXMX and BOTZ is 0.80, 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.
VEXMX vs. BOTZ
Compare and contrast key facts about Vanguard Extended Market Index Fund (VEXMX) and Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ).
VEXMX is managed by Vanguard. It was launched on Dec 21, 1987. 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: VEXMX or BOTZ.
Performance
VEXMX vs. BOTZ - Performance Comparison
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Key characteristics
VEXMX:
0.40
BOTZ:
0.02
VEXMX:
0.68
BOTZ:
0.10
VEXMX:
1.09
BOTZ:
1.01
VEXMX:
0.33
BOTZ:
-0.05
VEXMX:
1.01
BOTZ:
-0.22
VEXMX:
8.71%
BOTZ:
8.79%
VEXMX:
24.68%
BOTZ:
28.15%
VEXMX:
-58.17%
BOTZ:
-55.54%
VEXMX:
-10.90%
BOTZ:
-21.98%
Returns By Period
The year-to-date returns for both stocks are quite close, with VEXMX having a -3.15% return and BOTZ slightly lower at -3.29%.
VEXMX
-3.15%
6.60%
-9.99%
9.40%
9.50%
11.20%
8.35%
BOTZ
-3.29%
7.63%
-7.40%
0.53%
9.22%
6.13%
N/A
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VEXMX vs. BOTZ - Expense Ratio Comparison
VEXMX has a 0.19% expense ratio, which is lower than BOTZ's 0.68% expense ratio.
Risk-Adjusted Performance
VEXMX vs. BOTZ — Risk-Adjusted Performance Rank
VEXMX
BOTZ
VEXMX vs. BOTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund (VEXMX) 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.
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Dividends
VEXMX vs. BOTZ - Dividend Comparison
VEXMX's dividend yield for the trailing twelve months is around 1.08%, more than BOTZ's 0.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXMX Vanguard Extended Market Index Fund | 1.08% | 0.97% | 1.15% | 1.00% | 0.99% | 0.97% | 1.18% | 1.52% | 1.12% | 1.31% | 1.20% | 1.17% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.14% | 0.13% | 0.20% | 0.23% | 0.16% | 0.19% | 0.83% | 1.44% | 0.01% | 0.06% | 0.00% | 0.00% |
Drawdowns
VEXMX vs. BOTZ - Drawdown Comparison
The maximum VEXMX drawdown since its inception was -58.17%, roughly equal to the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for VEXMX and BOTZ.
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Volatility
VEXMX vs. BOTZ - Volatility Comparison
The current volatility for Vanguard Extended Market Index Fund (VEXMX) is 6.18%, while Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a volatility of 6.56%. This indicates that VEXMX 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.
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