BOTZ vs USMC
Comparison between GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed BOTZ, delivering a return of +14.6% compared to +4.2%
BOTZ vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOTZ
$2.90B
USMC
$2.90B
Expense Ratio
BOTZ
0.68%
Winner
USMC
0.12%
Max Drawdown
BOTZ
55.64%
Winner
USMC
29.97%
Sharpe Ratio
BOTZ
1.47
Winner
USMC
1.69
5Y Beta
BOTZ
1.32
Winner
USMC
0.93
P/E Ratio
BOTZ
N/A
USMC
28.59
Forward P/E
BOTZ
N/A
USMC
21.57
PEG Ratio
BOTZ
N/A
USMC
0.60
5Y Dividends CAGR
Winner
BOTZ
20.28%
USMC
-0.46%
5Y EPS CAGR
BOTZ
N/A
USMC
28.15%
Debt to Equity
BOTZ
N/A
USMC
-5.44%
P/S Ratio
BOTZ
N/A
USMC
5.23
P/B Ratio
BOTZ
N/A
USMC
6.54
BOTZ vs USMC - Holdings Comparison
BOTZ and USMC have 3 common holdings. Overlap is 12.53%
BOTZ's top 25 holdings weight is 84.21%. USMC's top 25 holdings weight is 97.97%.
| Rank | BOTZ | USMC |
|---|---|---|
| #1 | KEYENCE CORP (n/a) - 9.05% | NVIDIA CORP (NVDA) - 8.55% |
| #2 | NVIDIA CORP (NVDA) - 8.86% | APPLE INC (AAPL) - 6.61% |
| #3 | ABB LTD (n/a) - 8.65% | ALPHABET INC CLASS A (GOOGL) - 6.04% |
| #4 | FANUC CORP (n/a) - 8.37% | BROADCOM INC (AVGO) - 5.38% |
| #5 | INTUITIVE SURGICAL INC (ISRG) - 7.16% | MICROSOFT CORP (MSFT) - 5.27% |
| #6 | SMC CORP (6273:XTKS) - 4.72% | JPMORGAN CHASE & CO (JPM) - 4.46% |
| #7 | n/a (n/a) - 3.76% | META PLATFORMS INC CLASS A (META) - 4.45% |
| #8 | DAIFUKU CO LTD (n/a) - 3.40% | COSTCO WHOLESALE CORP (COST) - 4.23% |
| #9 | HORIZON ROBOTICS CLASS B (n/a) - 2.46% | MASTERCARD INC CLASS A (MA) - 4.22% |
| #10 | n/a (n/a) - 2.27% | AMAZON.COM INC (AMZN) - 4.17% |
| #11 | ALPHABET INC CLASS A (GOOGL) - 2.21% | VISA INC CLASS A (V) - 4.16% |
| #12 | AEROVIRONMENT INC (AVAV) - 2.05% | NETFLIX INC (NFLX) - 4.12% |
| #13 | BAIDU INC ADR (BIDU) - 2.03% | MICRON TECHNOLOGY INC (MU) - 4.07% |
| #14 | YASKAWA ELECTRIC CORP (n/a) - 1.92% | BANK OF AMERICA CORP (BAC) - 3.52% |
| #15 | COGNEX CORP (CGNX) - 1.90% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.15% |
| #16 | RAINBOW ROBOTICS ORDINARY SHARES (n/a) - 1.87% | JOHNSON & JOHNSON (JNJ) - 3.05% |
| #17 | XIAOMI CORP CLASS B (n/a) - 1.77% | PROCTER & GAMBLE CO (PG) - 2.97% |
| #18 | TESLA INC (TSLA) - 1.77% | ABBVIE INC (ABBV) - 2.84% |
| #19 | AURORA INNOVATION INC CLASS A (AUR) - 1.73% | GE AEROSPACE (GE) - 2.81% |
| #20 | XPENG INC ADR (XPEV) - 1.59% | CATERPILLAR INC (CAT) - 2.60% |
| #21 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.53% | CHEVRON CORP (CVX) - 2.38% |
| #22 | OMRON CORP (n/a) - 1.46% | WALMART INC (WMT) - 2.35% |
| #23 | JBT MAREL CORP (JBTM) - 1.43% | EXXON MOBIL CORP (XOM) - 2.33% |
| #24 | n/a (n/a) - 1.21% | TESLA INC (TSLA) - 2.20% |
| #25 | UIPATH INC CLASS A (PATH) - 1.04% | THE HOME DEPOT INC (HD) - 2.04% |
| Total Holdings | 64 | 27 |
BOTZ vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOTZ
+18.02%
USMC
+8.36%
3M
Winner
BOTZ
+8.68%
USMC
+5.97%
6M
Winner
BOTZ
+15.64%
USMC
+6.79%
1Y
Winner
BOTZ
+41.51%
USMC
+26.37%
5Y(CAGR)
BOTZ
+4.17%
Winner
USMC
+14.58%
10Y(CAGR)
BOTZ
+11.76%
Winner
USMC
+14.98%
Max(CAGR)
BOTZ
+11.76%
Winner
USMC
+14.98%
BOTZ vs USMC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BOTZ | USMC |
|---|---|---|
| 2026 | +12.91% | +6.25% |
| 2025 | +12.82% | +15.84% |
| 2024 | +15.46% | +30.19% |
| 2023 | +38.29% | +31.46% |
| 2022 | -42.93% | -17.74% |
| 2021 | +9.09% | +27.40% |
| 2020 | +49.32% | +14.89% |
| 2019 | +31.16% | +28.26% |
| 2018 | -29.24% | -2.42% |
| 2017 | +56.97% | +5.48% |
| 2016 | +1.68% | N/A |
BOTZ vs USMC Drawdown Comparison
The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
| Rank | BOTZ | USMC |
|---|---|---|
| #1 | -55.54% Nov 8, 2021 - Feb 25, 2026 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -43.53% Jan 23, 2018 - Aug 12, 2020 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -19.34% Feb 25, 2026 - May 6, 2026 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -13.52% Feb 12, 2021 - Aug 24, 2021 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -11.73% Sep 23, 2021 - Nov 4, 2021 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -7.47% Nov 24, 2017 - Jan 5, 2018 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -5.65% Sep 2, 2020 - Oct 1, 2020 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -5.33% Oct 12, 2020 - Nov 5, 2020 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -4.97% Jan 20, 2021 - Feb 8, 2021 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -3.97% Oct 10, 2016 - Jan 11, 2017 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -3.65% Jun 5, 2017 - Jul 14, 2017 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -3.13% Nov 8, 2017 - Nov 21, 2017 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -3.00% Oct 24, 2017 - Nov 6, 2017 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -2.95% Mar 29, 2017 - Apr 24, 2017 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -2.93% Sep 20, 2017 - Oct 2, 2017 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between BOTZ and USMC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2016 - 2026)
BOTZ vs USMC dividend yield comparison.
| Year | BOTZ | USMC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 0.66% | 0.79% |
| 2024 | 0.13% | 1.04% |
| 2023 | 0.20% | 1.35% |
| 2022 | 0.23% | 1.78% |
| 2021 | 0.16% | 1.53% |
| 2020 | 0.19% | 1.55% |
| 2019 | 0.83% | 2.01% |
| 2018 | 1.44% | 2.28% |
| 2017 | 0.01% | 0.24% |
| 2016 | 0.06% | 0.00% |
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