ROBO vs BDVL
Comparison between ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
ROBO vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROBO
$1.50B
BDVL
$1.50B
Expense Ratio
ROBO
0.95%
Winner
BDVL
0.40%
Max Drawdown
ROBO
43.75%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
ROBO
2.17
BDVL
0.78
5Y Beta
ROBO
1.24
Winner
BDVL
0.63
5Y Dividends CAGR
ROBO
38.20%
BDVL
N/A
ROBO vs BDVL - Holdings Comparison
ROBO and BDVL have 8 common holdings. Overlap is -3.27%
ROBO's top 25 holdings weight is 41.48%. BDVL's top 25 holdings weight is 40.88%.
| Rank | ROBO | BDVL |
|---|---|---|
| #1 | TERADYNE INC (TER) - 2.08% | INR/USD PURCHASED (n/a) - 4.83% |
| #2 | CELTIC INVESTMENT INC (n/a) - 2.00% | JPY/USD PURCHASED (n/a) - 3.78% |
| #3 | AIRTAC INTERNATIONAL GROUP (n/a) - 1.92% | ISHARES MSCI INDIA ETF (INDA) - 3.18% |
| #4 | KOH YOUNG TECHNOLOGY INC (n/a) - 1.89% | USD CASH (n/a) - 3.12% |
| #5 | HIWIN TECHNOLOGIES CORP (n/a) - 1.81% | HKD/USD PURCHASED (n/a) - 2.90% |
| #6 | FANUC CORP (n/a) - 1.80% | EUR/USD PURCHASED (n/a) - 2.75% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.78% | CAD/USD PURCHASED (n/a) - 1.76% |
| #8 | INFINEON TECHNOLOGIES AG (n/a) - 1.73% | MICROSOFT CORP (MSFT) - 1.39% |
| #9 | ROCKWELL AUTOMATION INC (ROK) - 1.71% | ASML HOLDING NV (n/a) - 1.25% |
| #10 | AMBARELLA INC (AMBA) - 1.68% | VERIZON COMMUNICATIONS INC (VZ) - 1.24% |
| #11 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.63% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #12 | HARMONIC DRIVE SYSTEMS INC (n/a) - 1.63% | AMPHENOL CORP CLASS A (APH) - 1.18% |
| #13 | KEYENCE CORP (n/a) - 1.57% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #14 | DAIFUKU CO LTD (n/a) - 1.57% | AMAZON.COM INC (AMZN) - 1.15% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 1.57% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | NOVANTA INC (NOVT) - 1.56% | AUD/USD PURCHASED (n/a) - 1.03% |
| #17 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.55% | SOUTHERN CO (SO) - 0.99% |
| #18 | AUTOSTORE HOLDINGS LTD ORDINARY SHARES (n/a) - 1.54% | LAM RESEARCH CORP (LRCX) - 0.99% |
| #19 | YASKAWA ELECTRIC CORP (n/a) - 1.53% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #20 | ONDAS INC (ONDS) - 1.52% | MOTOROLA SOLUTIONS INC (MSI) - 0.96% |
| #21 | KARDEX HOLDING AG REGISTERED SHARES (n/a) - 1.51% | CENCORA INC (COR) - 0.94% |
| #22 | SMC CORP (n/a) - 1.49% | PROCTER & GAMBLE CO (PG) - 0.90% |
| #23 | FUJI CORP (n/a) - 1.48% | THB/USD PURCHASED (n/a) - 0.87% |
| #24 | RENISHAW PLC (n/a) - 1.47% | KRW/USD PURCHASED (n/a) - 0.63% |
| #25 | ATS CORP (ATS) - 1.46% | CHF/USD PURCHASED (n/a) - 0.63% |
| Total Holdings | 89 | 529 |
ROBO vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROBO
+17.89%
BDVL
+1.94%
3M
Winner
ROBO
+14.89%
BDVL
+2.28%
6M
Winner
ROBO
+27.74%
BDVL
+7.52%
1Y
ROBO
+62.30%
BDVL
N/A
5Y(CAGR)
ROBO
+6.51%
BDVL
N/A
10Y(CAGR)
ROBO
+13.75%
BDVL
N/A
Max(CAGR)
ROBO
+10.55%
Winner
BDVL
+11.37%
ROBO vs BDVL - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ROBO | BDVL |
|---|---|---|
| 2026 | +22.44% | +5.21% |
| 2025 | +23.76% | +1.98% |
| 2024 | +1.03% | N/A |
| 2023 | +23.10% | N/A |
| 2022 | -34.06% | N/A |
| 2021 | +15.51% | N/A |
| 2020 | +43.18% | N/A |
| 2019 | +29.15% | N/A |
| 2018 | -21.71% | N/A |
| 2017 | +42.57% | N/A |
| 2016 | +19.95% | N/A |
| 2015 | -5.24% | N/A |
| 2014 | -4.62% | N/A |
| 2013 | +8.06% | N/A |
ROBO vs BDVL Drawdown Comparison
The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current BDVL drawdown is -0.55%.
| Rank | ROBO | BDVL |
|---|---|---|
| #1 | -43.65% Nov 4, 2021 - Dec 10, 2025 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -36.78% Jan 23, 2018 - Jul 20, 2020 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -26.30% Jul 1, 2014 - Sep 22, 2016 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -17.35% Feb 25, 2026 - Apr 24, 2026 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -16.46% Feb 12, 2021 - Nov 4, 2021 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -9.06% Apr 2, 2014 - Jun 30, 2014 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -7.69% Jan 22, 2014 - Apr 2, 2014 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -6.84% Sep 2, 2020 - Oct 8, 2020 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | -5.52% Dec 11, 2025 - Jan 5, 2026 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | -5.45% Nov 24, 2017 - Jan 4, 2018 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -5.16% Sep 30, 2016 - Nov 22, 2016 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | -4.86% Jan 25, 2021 - Feb 4, 2021 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -4.73% Jun 5, 2017 - Jul 19, 2017 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | -4.19% Jan 27, 2026 - Feb 9, 2026 | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between ROBO and BDVL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2025)
ROBO vs BDVL dividend yield comparison.
| Year | ROBO | BDVL |
|---|---|---|
| 2025 | 0.42% | 2.79% |
| 2024 | 0.55% | 0.00% |
| 2023 | 0.05% | 0.00% |
| 2021 | 0.18% | 0.00% |
| 2020 | 0.20% | 0.00% |
| 2019 | 0.37% | 0.00% |
| 2018 | 0.37% | 0.00% |
| 2017 | 0.02% | 0.00% |
| 2016 | 0.19% | 0.00% |
| 2015 | 0.28% | 0.00% |
| 2014 | 0.19% | 0.00% |
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