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BOTZ vs EXG

Comparison between GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).

5-Year PerformanceEXG has outperformed BOTZ, delivering a return of +7.9% compared to +1.0%

BOTZ vs EXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BOTZ
$3.30B
EXG
$3.30B
Expense Ratio
BOTZ
0.68%
EXG
N/A
Max Drawdown
Winner
BOTZ
55.64%
EXG
76.12%
Sharpe Ratio
BOTZ
0.32
Winner
EXG
1.27
5Y Beta
BOTZ
1.36
Winner
EXG
0.80
5Y Dividends CAGR
Winner
BOTZ
7.45%
EXG
2.93%

BOTZ vs EXG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BOTZ
+3.30%
EXG
+3.05%
3M
BOTZ
-9.06%
Winner
EXG
+7.68%
6M
BOTZ
-7.59%
Winner
EXG
+7.05%
1Y
BOTZ
+10.17%
Winner
EXG
+23.46%
5Y(CAGR)
BOTZ
+1.02%
Winner
EXG
+7.92%
10Y(CAGR)
BOTZ
+9.85%
Winner
EXG
+10.92%
Max(CAGR)
Winner
BOTZ
+9.85%
EXG
+7.39%

BOTZ vs EXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBOTZEXG
2026-1.78%+10.46%
2025+12.82%+27.44%
2024+15.46%+16.79%
2023+38.29%+11.76%
2022-42.93%-22.10%
2021+9.09%+34.13%
2020+49.32%+9.21%
2019+31.16%+25.03%
2018-29.24%-13.16%
2017+56.97%+29.44%
2016+1.68%+3.19%
2015N/A+2.91%
2014N/A+4.69%
2013N/A+22.32%
2012N/A+17.95%
2011N/A-12.98%
2010N/A-3.10%
2009N/A+42.60%
2008N/A-31.74%
2007N/A-10.83%

BOTZ vs EXG Drawdown Comparison

The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.

The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.

The current BOTZ drawdown is -13.39%. The current EXG drawdown is -1.33%.

RankBOTZEXG
#1-55.54%
Nov 8, 2021 - Feb 25, 2026
-58.20%
May 15, 2007 - Jan 25, 2013
#2-43.53%
Jan 23, 2018 - Aug 12, 2020
-45.30%
Feb 12, 2020 - Dec 4, 2020
#3-19.34%
Feb 25, 2026 - May 6, 2026
-27.75%
Jan 4, 2022 - Jul 3, 2024
#4-19.06%
May 13, 2026 - Jul 29, 2026
-24.66%
Sep 11, 2018 - Nov 19, 2019
#5-13.52%
Feb 12, 2021 - Aug 24, 2021
-20.14%
Jul 21, 2015 - Aug 17, 2016
#6-11.73%
Sep 23, 2021 - Nov 4, 2021
-15.13%
Feb 18, 2025 - May 12, 2025
#7-7.47%
Nov 24, 2017 - Jan 5, 2018
-14.28%
Feb 26, 2026 - May 6, 2026
#8-5.65%
Sep 2, 2020 - Oct 1, 2020
-11.25%
Sep 19, 2014 - Mar 5, 2015
#9-5.33%
Oct 12, 2020 - Nov 5, 2020
-10.56%
Sep 6, 2016 - Feb 3, 2017
#10-4.97%
Jan 20, 2021 - Feb 8, 2021
-9.91%
Jan 23, 2018 - Jun 11, 2018
#11-3.97%
Oct 10, 2016 - Jan 11, 2017
-9.81%
May 21, 2013 - Sep 18, 2013
#12-3.65%
Jun 5, 2017 - Jul 14, 2017
-9.68%
Jul 16, 2024 - Sep 27, 2024
#13-3.13%
Nov 8, 2017 - Nov 21, 2017
-7.09%
Jan 22, 2014 - Feb 24, 2014
#14-3.00%
Oct 24, 2017 - Nov 6, 2017
-6.80%
Sep 3, 2021 - Nov 3, 2021
#15-2.95%
Mar 29, 2017 - Apr 24, 2017
-6.12%
Mar 1, 2017 - Apr 17, 2017

Correlation

Correlation between BOTZ and EXG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2007 - 2026)

BOTZ vs EXG dividend yield comparison.

YearBOTZEXG
20260.05%5.30%
20250.66%8.27%
20240.13%9.27%
20230.20%8.60%
20220.23%10.59%
20210.16%7.27%
20200.19%8.43%
20190.83%8.42%
20181.44%12.23%
20170.01%9.84%
20160.06%12.16%
20150.00%11.02%
20140.00%10.28%
20130.00%9.76%
20120.00%11.54%
20110.00%13.78%
20100.00%14.53%
20090.00%15.41%
20080.00%19.29%
20070.00%8.63%

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