XCLR vs. BOTZ

Last updated Jun 4, 2026

XCLR (Global X S&P 500 Collar 95-110 ETF) and BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) are both exchange-traded funds - XCLR is a Equity Hedged fund tracking the Cboe S&P 500 3-Month Collar 95-110 Index, while BOTZ is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index. Both are passively managed. Over the past 3 years, XCLR returned 13.42%/yr vs 12.97%/yr for BOTZ. Their correlation of 0.80 suggests significant overlap in exposure. XCLR charges 0.25%/yr vs 0.68%/yr for BOTZ.

Performance

XCLR vs. BOTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X S&P 500 Collar 95-110 ETF (XCLR) 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, XCLR achieves a 2.37% return, which is significantly lower than BOTZ's 11.15% return.

XCLR

• 1D: -0.05%
• 1M: 2.04%
• YTD: 2.37%
• 6M: 2.16%
• 1Y: 13.37%
• 3Y*: 13.42%
• 5Y*: —
• 10Y*: —

BOTZ

• 1D: -0.91%
• 1M: 4.92%
• YTD: 11.15%
• 6M: 13.89%
• 1Y: 29.53%
• 3Y*: 12.97%
• 5Y*: 3.18%
• 10Y*: —

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

XCLR vs. BOTZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
XCLR Global X S&P 500 Collar 95-110 ETF	2.37%	10.25%	20.67%	15.64%	-12.93%	3.44%
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	11.15%	14.17%	12.26%	38.97%	-42.69%	-0.69%

Correlation

The correlation between XCLR and BOTZ is 0.72, 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	0.72
Correlation (3Y) Calculated over the trailing 3-year period	0.78
Correlation (All Time) Calculated using the full available price history since Aug 27, 2021	0.80

The correlation between XCLR and BOTZ has been stable across timeframes, ranging from 0.72 to 0.80 - a consistent structural relationship.

XCLR vs. BOTZ - Sectors Allocation Comparison

Sectors	XCLR	BOTZ
Technology	35.6%	31.8%
Financial Services	11.8%	0.9%
Communication Services	11.2%	4.5%
Consumer Cyclical	10.1%	6.1%
Healthcare	8.5%	9.0%
Industrials	8.3%	48.6%
Consumer Defensive	4.9%	0.0%
Energy	3.5%	0.5%
Utilities	2.4%	0.0%
Real Estate	2.0%	-
Basic Materials	1.8%	0.0%

Return for Risk

XCLR vs. BOTZ — Risk / Return Rank

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

XCLR

XCLR Risk / Return Rank: 41
XCLR Sharpe Ratio Rank: 44
XCLR Sortino Ratio Rank: 43
XCLR Omega Ratio Rank: 45
XCLR Calmar Ratio Rank: 32
XCLR Martin Ratio Rank: 41

BOTZ

BOTZ Risk / Return Rank: 33
BOTZ Sharpe Ratio Rank: 33
BOTZ Sortino Ratio Rank: 34
BOTZ Omega Ratio Rank: 31
BOTZ Calmar Ratio Rank: 31
BOTZ Martin Ratio Rank: 34

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.

XCLR vs. BOTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Collar 95-110 ETF (XCLR) 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.

	XCLR	BOTZ	Difference
Sharpe ratio: Return per unit of total volatility	1.57	1.24	+0.33
Sortino ratio: Return per unit of downside risk	2.17	1.87	+0.30
Omega ratio: Gain probability vs. loss probability	1.29	1.22	+0.07
Calmar ratio: Return relative to maximum drawdown	1.62	1.53	+0.09
Martin ratio: Return relative to average drawdown	6.51	5.26	+1.25
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XCLR vs. BOTZ - Sharpe Ratio Comparison

The current XCLR Sharpe Ratio is 1.57, which is comparable to the BOTZ Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of XCLR 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.

Sharpe Ratios by Period

	XCLR	BOTZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.57	1.24	+0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.12	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.73	0.44	+0.29

Drawdowns

XCLR vs. BOTZ - Drawdown Comparison

The maximum XCLR drawdown since its inception was -14.63%, smaller than the maximum BOTZ drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for XCLR and BOTZ.

Drawdown Indicators

	XCLR	BOTZ	Difference
Max Drawdown Largest peak-to-trough decline	-14.63%	-55.54%	+40.91%
Max Drawdown (1Y) Largest decline over 1 year	-8.29%	-19.34%	+11.05%
Max Drawdown (3Y) Largest decline over 3 years	-12.46%	-29.02%	+16.56%
Max Drawdown (5Y) Largest decline over 5 years	—	-55.54%	—
Current Drawdown Current decline from peak	-0.05%	-3.27%	+3.22%
Average Drawdown Average peak-to-trough decline	-4.71%	-18.32%	+13.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.06%	5.63%	-3.57%

Volatility

XCLR vs. BOTZ - Volatility Comparison

The current volatility for Global X S&P 500 Collar 95-110 ETF (XCLR) is 0.61%, while Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) has a volatility of 7.77%. This indicates that XCLR 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

	XCLR	BOTZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.61%	7.77%	-7.16%
Volatility (6M) Calculated over the trailing 6-month period	6.18%	18.40%	-12.22%
Volatility (1Y) Calculated over the trailing 1-year period	8.58%	23.98%	-15.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.44%	26.73%	-16.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.44%	25.73%	-15.29%

XCLR vs. BOTZ - Expense Ratio Comparison

XCLR has a 0.25% expense ratio, which is lower than BOTZ's 0.68% expense ratio.

Dividends

XCLR vs. BOTZ - Dividend Comparison

XCLR's dividend yield for the trailing twelve months is around 12.85%, more than BOTZ's 0.59% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.59%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%
XCLR Global X S&P 500 Collar 95-110 ETF	12.85%	13.15%	18.76%	1.40%	1.01%	1.70%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XCLR and BOTZ in my portfolio?

XCLR and BOTZ have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XCLR or BOTZ?

BOTZ has higher volatility (7.77%) compared to XCLR (0.61%). In terms of maximum drawdown, XCLR dropped -14.63% vs BOTZ's -55.54%.

Which ETF is better, XCLR or BOTZ?

On 3-year performance, XCLR leads with 13.42% vs 12.97% for BOTZ. On fees, XCLR is cheaper at 0.25% per year. On volatility, XCLR has been the lower-risk option at 0.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XCLR or BOTZ?

Over the 3-year period, XCLR has performed better with a 13.42% return vs 12.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XCLR or BOTZ?

XCLR is cheaper with a 0.25% expense ratio, compared with 0.68% for BOTZ.

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

XCLR has the higher dividend yield at 12.85%, compared with 0.59% for BOTZ.

What is the main difference between XCLR and BOTZ?

XCLR is categorized as Equity Hedged, while BOTZ is Robotics. XCLR tracks Cboe S&P 500 3-Month Collar 95-110 Index, while BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index. Their fees differ too: 0.25% for XCLR and 0.68% for BOTZ.

Which has better risk-adjusted returns?

XCLR currently has the higher Sharpe Ratio (1.57 vs 1.24), 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.