BOTZ vs IYF
Comparison between GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
5-Year PerformanceIYF has outperformed BOTZ, delivering a return of +10.9% compared to +5.5%
BOTZ vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOTZ
$3.40B
IYF
$3.40B
Expense Ratio
BOTZ
0.68%
Winner
IYF
0.38%
Max Drawdown
Winner
BOTZ
55.64%
IYF
80.22%
Sharpe Ratio
Winner
BOTZ
1.40
IYF
0.45
5Y Beta
BOTZ
1.32
Winner
IYF
0.85
P/E Ratio
BOTZ
N/A
IYF
15.05
Forward P/E
BOTZ
N/A
IYF
13.96
PEG Ratio
BOTZ
N/A
IYF
0.33
5Y Dividends CAGR
Winner
BOTZ
20.28%
IYF
14.72%
5Y EPS CAGR
BOTZ
N/A
IYF
10.75%
Debt to Equity
BOTZ
N/A
IYF
44.41%
P/S Ratio
BOTZ
N/A
IYF
2.91
P/B Ratio
BOTZ
N/A
IYF
1.96
BOTZ vs IYF - Holdings Comparison
BOTZ and IYF have 1 common holdings. Overlap is 0.00%
BOTZ's top 25 holdings weight is 84.21%. IYF's top 25 holdings weight is 69.02%.
| Rank | BOTZ | IYF |
|---|---|---|
| #1 | KEYENCE CORP (n/a) - 9.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.79% |
| #2 | NVIDIA CORP (NVDA) - 8.86% | JPMORGAN CHASE & CO (JPM) - 10.72% |
| #3 | ABB LTD (n/a) - 8.65% | BANK OF AMERICA CORP (BAC) - 4.69% |
| #4 | FANUC CORP (n/a) - 8.37% | THE GOLDMAN SACHS GROUP INC (GS) - 4.18% |
| #5 | INTUITIVE SURGICAL INC (ISRG) - 7.16% | WELLS FARGO & CO (WFC) - 3.86% |
| #6 | SMC CORP (6273:XTKS) - 4.72% | CITIGROUP INC (C) - 3.61% |
| #7 | n/a (n/a) - 3.76% | MORGAN STANLEY (MS) - 3.50% |
| #8 | DAIFUKU CO LTD (n/a) - 3.40% | BLACKROCK INC (BLK) - 2.61% |
| #9 | HORIZON ROBOTICS CLASS B (n/a) - 2.46% | CHARLES SCHWAB CORP (SCHW) - 2.51% |
| #10 | n/a (n/a) - 2.27% | S&P GLOBAL INC (SPGI) - 2.09% |
| #11 | ALPHABET INC CLASS A (GOOGL) - 2.21% | CHUBB LTD (CB) - 1.92% |
| #12 | AEROVIRONMENT INC (AVAV) - 2.05% | PROGRESSIVE CORP (PGR) - 1.89% |
| #13 | BAIDU INC ADR (BIDU) - 2.03% | CME GROUP INC CLASS A (CME) - 1.68% |
| #14 | YASKAWA ELECTRIC CORP (n/a) - 1.92% | BANK OF NEW YORK MELLON CORP (BK) - 1.49% |
| #15 | COGNEX CORP (CGNX) - 1.90% | BLACKSTONE INC (BX) - 1.48% |
| #16 | RAINBOW ROBOTICS ORDINARY SHARES (n/a) - 1.87% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.44% |
| #17 | XIAOMI CORP CLASS B (n/a) - 1.77% | U.S. BANCORP (USB) - 1.42% |
| #18 | TESLA INC (TSLA) - 1.77% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #19 | AURORA INNOVATION INC CLASS A (AUR) - 1.73% | MARSH (MRSH) - 1.32% |
| #20 | XPENG INC ADR (XPEV) - 1.59% | MOODYS CORP (MCO) - 1.15% |
| #21 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.53% | KKR & CO INC ORDINARY SHARES (KKR) - 1.13% |
| #22 | OMRON CORP (n/a) - 1.46% | AON PLC CLASS A (AON) - 1.08% |
| #23 | JBT MAREL CORP (JBTM) - 1.43% | THE TRAVELERS COMPANIES INC (TRV) - 1.07% |
| #24 | n/a (n/a) - 1.21% | TRUIST FINANCIAL CORP (TFC) - 1.03% |
| #25 | UIPATH INC CLASS A (PATH) - 1.04% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% |
| Total Holdings | 64 | 146 |
BOTZ vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOTZ
+13.21%
IYF
-0.42%
3M
Winner
BOTZ
+7.27%
IYF
+0.23%
6M
Winner
BOTZ
+13.00%
IYF
-1.71%
1Y
Winner
BOTZ
+33.93%
IYF
+7.88%
5Y(CAGR)
BOTZ
+5.47%
Winner
IYF
+10.92%
10Y(CAGR)
BOTZ
+11.54%
Winner
IYF
+12.88%
Max(CAGR)
Winner
BOTZ
+11.54%
IYF
+5.82%
BOTZ vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BOTZ | IYF |
|---|---|---|
| 2026 | +10.92% | -4.66% |
| 2025 | +12.82% | +18.38% |
| 2024 | +15.46% | +30.95% |
| 2023 | +38.29% | +14.95% |
| 2022 | -42.93% | -12.21% |
| 2021 | +9.09% | +33.66% |
| 2020 | +49.32% | -1.55% |
| 2019 | +31.16% | +31.73% |
| 2018 | -29.24% | -9.17% |
| 2017 | +56.97% | +18.69% |
| 2016 | +1.68% | +19.25% |
| 2015 | N/A | -0.53% |
| 2014 | N/A | +14.81% |
| 2013 | N/A | +29.91% |
| 2012 | N/A | +23.10% |
| 2011 | N/A | -14.90% |
| 2010 | N/A | +10.48% |
| 2009 | N/A | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
BOTZ vs IYF Drawdown Comparison
The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current BOTZ drawdown is -1.76%. The current IYF drawdown is -7.06%.
| Rank | BOTZ | IYF |
|---|---|---|
| #1 | -55.54% Nov 8, 2021 - Feb 25, 2026 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -43.53% Jan 23, 2018 - Aug 12, 2020 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -19.34% Feb 25, 2026 - May 6, 2026 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -13.52% Feb 12, 2021 - Aug 24, 2021 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -11.73% Sep 23, 2021 - Nov 4, 2021 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -7.47% Nov 24, 2017 - Jan 5, 2018 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -5.65% Sep 2, 2020 - Oct 1, 2020 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -5.33% Oct 12, 2020 - Nov 5, 2020 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -4.97% Jan 20, 2021 - Feb 8, 2021 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -3.97% Oct 10, 2016 - Jan 11, 2017 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -3.65% Jun 5, 2017 - Jul 14, 2017 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -3.13% Nov 8, 2017 - Nov 21, 2017 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -3.00% Oct 24, 2017 - Nov 6, 2017 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -2.95% Mar 29, 2017 - Apr 24, 2017 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -2.93% Sep 20, 2017 - Oct 2, 2017 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between BOTZ and IYF is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
BOTZ vs IYF dividend yield comparison.
| Year | BOTZ | IYF |
|---|---|---|
| 2026 | 0.00% | 0.47% |
| 2025 | 0.66% | 1.32% |
| 2024 | 0.13% | 1.29% |
| 2023 | 0.20% | 1.67% |
| 2022 | 0.23% | 1.86% |
| 2021 | 0.16% | 1.27% |
| 2020 | 0.19% | 1.72% |
| 2019 | 0.83% | 1.65% |
| 2018 | 1.44% | 1.90% |
| 2017 | 0.01% | 1.46% |
| 2016 | 0.06% | 1.67% |
| 2015 | 0.00% | 1.66% |
| 2014 | 0.00% | 1.38% |
| 2013 | 0.00% | 1.33% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.68% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
Select Stocks to Compare
Popular: BOTZ vs SPYIYF vs SPY
More Comparisons
Compare with similar stocks