BOTZ vs SHM

Comparison between GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF) and SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM, ETF).

5-Year PerformanceBOTZ has outperformed SHM, delivering a return of +5.5% compared to +0.9%

BOTZ vs SHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOTZ(ETF)	SHM(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.68%	0.20%
Max Drawdown	55.64%	11.61%
Sharpe Ratio	1.40	0.05
5Y Beta	1.32	0.01
5Y Dividends CAGR	20.28%	19.21%

Net Assets

BOTZ

$3.40B

SHM

$3.40B

Expense Ratio

BOTZ

0.68%

Winner

SHM

0.20%

Max Drawdown

BOTZ

55.64%

Winner

SHM

11.61%

Sharpe Ratio

Winner

BOTZ

1.40

SHM

0.05

5Y Beta

BOTZ

1.32

Winner

SHM

0.01

5Y Dividends CAGR

Winner

BOTZ

20.28%

SHM

19.21%

BOTZ vs SHM - Historical Returns

Returns include dividend reinvestment.

Period	BOTZ	SHM
1 month	+13.21%	-0.17%
3 months	+7.27%	-0.55%
6 months	+13.00%	+0.97%
1 year	+33.93%	+3.62%
5 years(CAGR)	+5.47%	+0.87%
10 years(CAGR)	+11.54%	+1.15%
Max(CAGR)	+11.54%	+1.78%

Winner

BOTZ

+13.21%

SHM

-0.17%

Winner

BOTZ

+7.27%

SHM

-0.55%

Winner

BOTZ

+13.00%

SHM

+0.97%

Winner

BOTZ

+33.93%

SHM

+3.62%

5Y(CAGR)

Winner

BOTZ

+5.47%

SHM

+0.87%

10Y(CAGR)

Winner

BOTZ

+11.54%

SHM

+1.15%

Max(CAGR)

Winner

BOTZ

+11.54%

SHM

+1.78%

BOTZ vs SHM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BOTZ	SHM
2026	+10.92%	+0.39%
2025	+12.82%	+3.86%
2024	+15.46%	+1.22%
2023	+38.29%	+2.81%
2022	-42.93%	-3.80%
2021	+9.09%	-0.37%
2020	+49.32%	+2.53%
2019	+31.16%	+3.60%
2018	-29.24%	+1.42%
2017	+56.97%	+1.01%
2016	+1.68%	-0.49%
2015	N/A	+1.13%
2014	N/A	+1.01%
2013	N/A	+1.27%
2012	N/A	+1.32%
2011	N/A	+3.76%
2010	N/A	+1.19%
2009	N/A	+4.28%
2008	N/A	+5.83%
2007	N/A	+1.61%

BOTZ vs SHM Drawdown Comparison

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

The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.

The current BOTZ drawdown is -1.76%. The current SHM drawdown is -0.72%.

Rank	BOTZ	SHM
#1	-55.54% Nov 8, 2021 - Feb 25, 2026	-11.61% Mar 9, 2020 - May 19, 2020
#2	-43.53% Jan 23, 2018 - Aug 12, 2020	-6.97% Sep 23, 2008 - Dec 5, 2008
#3	-19.34% Feb 25, 2026 - May 6, 2026	-6.67% Aug 3, 2021 - Sep 5, 2024
#4	-13.52% Feb 12, 2021 - Aug 24, 2021	-3.50% Aug 31, 2010 - May 6, 2011
#5	-11.73% Sep 23, 2021 - Nov 4, 2021	-3.07% Feb 13, 2008 - Mar 18, 2008
#6	-7.47% Nov 24, 2017 - Jan 5, 2018	-2.70% Aug 22, 2016 - Aug 2, 2017
#7	-5.65% Sep 2, 2020 - Oct 1, 2020	-2.63% Apr 23, 2013 - Oct 23, 2013
#8	-5.33% Oct 12, 2020 - Nov 5, 2020	-2.07% Sep 5, 2017 - Jan 11, 2019
#9	-4.97% Jan 20, 2021 - Feb 8, 2021	-1.87% Feb 13, 2009 - Apr 16, 2009
#10	-3.97% Oct 10, 2016 - Jan 11, 2017	-1.75% Mar 18, 2008 - Aug 15, 2008
#11	-3.65% Jun 5, 2017 - Jul 14, 2017	-1.67% Sep 6, 2011 - Jan 11, 2012
#12	-3.13% Nov 8, 2017 - Nov 21, 2017	-1.67% Apr 4, 2025 - Jun 12, 2025
#13	-3.00% Oct 24, 2017 - Nov 6, 2017	-1.31% Oct 3, 2024 - Feb 25, 2025
#14	-2.95% Mar 29, 2017 - Apr 24, 2017	-1.24% Sep 17, 2008 - Sep 23, 2008
#15	-2.93% Sep 20, 2017 - Oct 2, 2017	-1.13% Feb 26, 2026 - Mar 24, 2026

Correlation

Correlation between BOTZ and SHM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2007 - 2026)

BOTZ vs SHM dividend yield comparison.

Year	BOTZ	SHM
2026	0.00%	0.90%
2025	0.66%	2.61%
2024	0.13%	2.06%
2023	0.20%	1.15%
2022	0.23%	0.69%
2021	0.16%	0.86%
2020	0.19%	1.24%
2019	0.83%	1.40%
2018	1.44%	1.23%
2017	0.01%	1.06%
2016	0.06%	0.94%
2015	0.00%	0.92%
2014	0.00%	0.93%
2013	0.00%	0.97%
2012	0.00%	1.40%
2011	0.00%	1.60%
2010	0.00%	1.91%
2009	0.00%	2.03%
2008	0.00%	2.59%
2007	0.00%	0.72%