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BOTZ vs NEA

Comparison between GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).

5-Year PerformanceBOTZ has outperformed NEA, delivering a return of +1.0% compared to -0.9%

BOTZ vs NEA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BOTZ
$3.30B
Winner
NEA
$3.40B
Expense Ratio
BOTZ
0.68%
NEA
N/A
Max Drawdown
BOTZ
55.64%
Winner
NEA
48.25%
Sharpe Ratio
BOTZ
0.32
Winner
NEA
0.71
5Y Beta
BOTZ
1.36
Winner
NEA
0.24
5Y Dividends CAGR
Winner
BOTZ
7.45%
NEA
4.89%

BOTZ vs NEA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BOTZ
+3.30%
NEA
-0.29%
3M
BOTZ
-9.06%
Winner
NEA
+1.06%
6M
BOTZ
-7.59%
Winner
NEA
-1.24%
1Y
BOTZ
+10.17%
Winner
NEA
+11.59%
5Y(CAGR)
Winner
BOTZ
+1.02%
NEA
-0.94%
10Y(CAGR)
Winner
BOTZ
+9.85%
NEA
+2.57%
Max(CAGR)
Winner
BOTZ
+9.85%
NEA
+4.47%

BOTZ vs NEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearBOTZNEA
2026-1.78%+0.94%
2025+12.82%+10.42%
2024+15.46%+9.00%
2023+38.29%-0.58%
2022-42.93%-23.00%
2021+9.09%+8.45%
2020+49.32%+10.47%
2019+31.16%+20.56%
2018-29.24%-5.87%
2017+56.97%+9.35%
2016+1.68%+1.99%
2015N/A+6.25%
2014N/A+21.40%
2013N/A-16.42%
2012N/A+6.78%
2011N/A+17.35%
2010N/A+1.80%
2009N/A+34.36%
2008N/A-24.81%
2007N/A+5.52%
2006N/A+11.55%
2005N/A+4.15%
2004N/A-4.83%
2003N/A+8.59%
2002N/A+0.07%

BOTZ vs NEA Drawdown Comparison

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

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The current BOTZ drawdown is -13.39%. The current NEA drawdown is -5.98%.

RankBOTZNEA
#1-55.54%
Nov 8, 2021 - Feb 25, 2026
-43.81%
Feb 12, 2008 - Sep 21, 2009
#2-43.53%
Jan 23, 2018 - Aug 12, 2020
-36.56%
Sep 15, 2021 - Oct 23, 2023
#3-19.34%
Feb 25, 2026 - May 6, 2026
-25.03%
Mar 6, 2020 - Aug 10, 2020
#4-19.06%
May 13, 2026 - Jul 29, 2026
-23.18%
Nov 30, 2012 - Jan 7, 2015
#5-13.52%
Feb 12, 2021 - Aug 24, 2021
-18.08%
Sep 10, 2010 - Dec 2, 2011
#6-11.73%
Sep 23, 2021 - Nov 4, 2021
-16.44%
Mar 5, 2004 - Jun 29, 2005
#7-7.47%
Nov 24, 2017 - Jan 5, 2018
-12.37%
Jul 8, 2016 - Mar 7, 2019
#8-5.65%
Sep 2, 2020 - Oct 1, 2020
-12.29%
Feb 12, 2007 - Jan 15, 2008
#9-5.33%
Oct 12, 2020 - Nov 5, 2020
-10.90%
Jul 28, 2005 - Jul 12, 2006
#10-4.97%
Jan 20, 2021 - Feb 8, 2021
-10.61%
Jul 14, 2003 - Dec 31, 2003
#11-3.97%
Oct 10, 2016 - Jan 11, 2017
-9.23%
Feb 2, 2015 - Dec 24, 2015
#12-3.65%
Jun 5, 2017 - Jul 14, 2017
-9.15%
Oct 7, 2009 - Feb 2, 2010
#13-3.13%
Nov 8, 2017 - Nov 21, 2017
-6.54%
Mar 12, 2012 - May 16, 2012
#14-3.00%
Oct 24, 2017 - Nov 6, 2017
-4.92%
Jan 27, 2021 - Apr 13, 2021
#15-2.95%
Mar 29, 2017 - Apr 24, 2017
-4.73%
Nov 30, 2006 - Feb 12, 2007

Correlation

Correlation between BOTZ and NEA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2003 - 2026)

BOTZ vs NEA dividend yield comparison.

YearBOTZNEA
20260.05%4.85%
20250.66%7.36%
20240.13%6.63%
20230.20%3.95%
20220.23%5.49%
20210.16%4.50%
20200.19%4.45%
20190.83%4.46%
20181.44%5.40%
20170.01%5.33%
20160.06%5.70%
20150.00%5.71%
20140.00%5.95%
20130.00%6.24%
20120.00%5.65%
20110.00%5.64%
20100.00%6.09%
20090.00%5.37%
20080.00%6.81%
20070.00%4.93%
20060.00%5.10%
20050.00%5.93%
20040.00%6.81%
20030.00%6.11%

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