DFGR vs BOTZ
Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).
DFGR vs BOTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFGR
$3.60B
Winner
BOTZ
$3.70B
Expense Ratio
Winner
DFGR
0.22%
BOTZ
0.68%
Max Drawdown
Winner
DFGR
22.52%
BOTZ
55.64%
Sharpe Ratio
Winner
DFGR
0.82
BOTZ
0.66
5Y Beta
Winner
DFGR
0.46
BOTZ
1.34
P/E Ratio
DFGR
40.58
BOTZ
N/A
Forward P/E
DFGR
38.67
BOTZ
N/A
5Y Dividends CAGR
DFGR
N/A
BOTZ
20.28%
5Y EPS CAGR
DFGR
6.57%
BOTZ
N/A
Debt to Equity
DFGR
46.01%
BOTZ
N/A
P/S Ratio
DFGR
7.90
BOTZ
N/A
P/B Ratio
DFGR
2.76
BOTZ
N/A
DFGR vs BOTZ - Holdings Comparison
DFGR and BOTZ have 1 common holdings. Overlap is -0.01%
DFGR's top 25 holdings weight is 55.61%. BOTZ's top 25 holdings weight is 84.36%.
| Rank | DFGR | BOTZ |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 7.15% | FANUC CORP (n/a) - 9.38% |
| #2 | PROLOGIS INC (PLD) - 6.80% | ABB LTD (n/a) - 8.97% |
| #3 | EQUINIX INC (EQIX) - 5.48% | KEYENCE CORP (n/a) - 8.79% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.49% | NVIDIA CORP (NVDA) - 8.28% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.44% | INTUITIVE SURGICAL INC (ISRG) - 6.21% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.40% | n/a (n/a) - 4.63% |
| #7 | REALTY INCOME CORP (O) - 2.90% | SMC CORP (6273:XTKS) - 3.82% |
| #8 | GOODMAN GROUP (n/a) - 2.46% | DAIFUKU CO LTD (n/a) - 3.38% |
| #9 | PUBLIC STORAGE (PSA) - 2.45% | n/a (n/a) - 2.50% |
| #10 | CROWN CASTLE INC (CCI) - 2.03% | YASKAWA ELECTRIC CORP (n/a) - 2.42% |
| #11 | VENTAS INC (VTR) - 2.01% | ALPHABET INC CLASS A (GOOGL) - 2.28% |
| #12 | IRON MOUNTAIN INC (IRM) - 1.98% | AURORA INNOVATION INC CLASS A (AUR) - 2.27% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.55% | COGNEX CORP (CGNX) - 2.24% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 1.55% | HORIZON ROBOTICS CLASS B (n/a) - 2.02% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.33% | RAINBOW ROBOTICS ORDINARY SHARES (n/a) - 1.96% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.23% | BAIDU INC ADR (BIDU) - 1.90% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.08% | TESLA INC (TSLA) - 1.89% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.93% | AEROVIRONMENT INC (AVAV) - 1.80% |
| #19 | INVITATION HOMES INC (INVH) - 0.85% | XIAOMI CORP CLASS B (n/a) - 1.63% |
| #20 | W.P. CAREY INC (WPC) - 0.85% | XPENG INC ADR (XPEV) - 1.51% |
| #21 | NIPPON BUILDING FUND INC (n/a) - 0.33% | OMRON CORP (n/a) - 1.41% |
| #22 | TRITAX BIG BOX ORD (n/a) - 0.33% | JBT MAREL CORP (JBTM) - 1.39% |
| #23 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.33% | n/a (n/a) - 1.33% |
| #24 | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.33% | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.32% |
| #25 | CHARTER HALL GROUP (n/a) - 0.33% | RENISHAW PLC (n/a) - 1.03% |
| Total Holdings | 398 | 64 |
DFGR vs BOTZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFGR
+1.94%
BOTZ
-8.84%
3M
Winner
DFGR
+7.72%
BOTZ
+4.30%
6M
Winner
DFGR
+12.94%
BOTZ
+2.47%
1Y
DFGR
+13.13%
Winner
BOTZ
+18.98%
5Y(CAGR)
DFGR
N/A
BOTZ
+1.51%
10Y(CAGR)
DFGR
N/A
BOTZ
+10.38%
Max(CAGR)
DFGR
+8.46%
Winner
BOTZ
+10.38%
DFGR vs BOTZ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DFGR | BOTZ |
|---|---|---|
| 2026 | +11.79% | +1.12% |
| 2025 | +8.30% | +12.82% |
| 2024 | +1.46% | +15.46% |
| 2023 | +9.39% | +38.29% |
| 2022 | -1.24% | -42.93% |
| 2021 | N/A | +9.09% |
| 2020 | N/A | +49.32% |
| 2019 | N/A | +31.16% |
| 2018 | N/A | -29.24% |
| 2017 | N/A | +56.97% |
| 2016 | N/A | +1.68% |
DFGR vs BOTZ Drawdown Comparison
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.
The current BOTZ drawdown is -10.83%.
| Rank | DFGR | BOTZ |
|---|---|---|
| #1 | -21.27% Feb 2, 2023 - Jul 16, 2024 | -55.54% Nov 8, 2021 - Feb 25, 2026 |
| #2 | -17.56% Sep 16, 2024 - Feb 6, 2026 | -43.53% Jan 23, 2018 - Aug 12, 2020 |
| #3 | -9.15% Feb 17, 2026 - Apr 17, 2026 | -19.34% Feb 25, 2026 - May 6, 2026 |
| #4 | -5.27% Dec 13, 2022 - Jan 11, 2023 | -13.52% Feb 12, 2021 - Aug 24, 2021 |
| #5 | -3.02% May 6, 2026 - Jun 11, 2026 | -12.95% May 13, 2026 - Jun 10, 2026 |
| #6 | -2.80% Aug 2, 2024 - Aug 9, 2024 | -11.73% Sep 23, 2021 - Nov 4, 2021 |
| #7 | -2.59% Jul 17, 2024 - Jul 30, 2024 | -7.47% Nov 24, 2017 - Jan 5, 2018 |
| #8 | -2.21% Apr 20, 2026 - May 6, 2026 | -5.65% Sep 2, 2020 - Oct 1, 2020 |
| #9 | -1.65% Jan 12, 2023 - Jan 24, 2023 | -5.33% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -0.94% Jan 27, 2023 - Jan 31, 2023 | -4.97% Jan 20, 2021 - Feb 8, 2021 |
| #11 | -0.60% Aug 9, 2024 - Aug 13, 2024 | -3.97% Oct 10, 2016 - Jan 11, 2017 |
| #12 | -0.53% Aug 27, 2024 - Aug 30, 2024 | -3.65% Jun 5, 2017 - Jul 14, 2017 |
| #13 | -0.21% Aug 30, 2024 - Sep 4, 2024 | -3.13% Nov 8, 2017 - Nov 21, 2017 |
| #14 | -0.11% Aug 14, 2024 - Aug 19, 2024 | -3.00% Oct 24, 2017 - Nov 6, 2017 |
| #15 | -0.11% Aug 19, 2024 - Aug 21, 2024 | -2.95% Mar 29, 2017 - Apr 24, 2017 |
Correlation
Correlation between DFGR and BOTZ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2016 - 2026)
DFGR vs BOTZ dividend yield comparison.
| Year | DFGR | BOTZ |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 4.05% | 0.66% |
| 2024 | 3.73% | 0.13% |
| 2023 | 2.77% | 0.20% |
| 2022 | 0.59% | 0.23% |
| 2021 | 0.00% | 0.16% |
| 2020 | 0.00% | 0.19% |
| 2019 | 0.00% | 0.83% |
| 2018 | 0.00% | 1.44% |
| 2017 | 0.00% | 0.01% |
| 2016 | 0.00% | 0.06% |
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