ROBO vs BGIG
Comparison between ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
ROBO vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROBO
$2B
Winner
BGIG
$2.10B
Expense Ratio
ROBO
0.95%
Winner
BGIG
0.45%
Max Drawdown
ROBO
43.75%
Winner
BGIG
14.11%
Sharpe Ratio
ROBO
1.47
Winner
BGIG
1.71
5Y Beta
ROBO
1.27
Winner
BGIG
0.62
P/E Ratio
ROBO
N/A
BGIG
24.90
Forward P/E
ROBO
N/A
BGIG
19.89
PEG Ratio
ROBO
N/A
BGIG
0.66
5Y Dividends CAGR
ROBO
38.20%
BGIG
N/A
5Y EPS CAGR
ROBO
N/A
BGIG
13.82%
P/S Ratio
ROBO
N/A
BGIG
2.76
P/B Ratio
ROBO
N/A
BGIG
4.29
ROBO vs BGIG - Holdings Comparison
ROBO and BGIG have 1 common holdings. Overlap is -0.01%
ROBO's top 25 holdings weight is 44.31%. BGIG's top 25 holdings weight is 71.08%.
| Rank | ROBO | BGIG |
|---|---|---|
| #1 | INFINEON TECHNOLOGIES AG (n/a) - 2.53% | BROADCOM INC (AVGO) - 6.31% |
| #2 | CELTIC INVESTMENT INC (n/a) - 2.30% | UNITEDHEALTH GROUP INC (UNH) - 4.24% |
| #3 | HARMONIC DRIVE SYSTEMS INC (n/a) - 2.15% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | HIWIN TECHNOLOGIES CORP (n/a) - 1.92% | ELI LILLY AND CO (LLY) - 4.00% |
| #5 | JENOPTIK AG (n/a) - 1.92% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.85% |
| #6 | TERADYNE INC (TER) - 1.90% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.76% |
| #7 | QUALCOMM INC (QCOM) - 1.89% | JOHNSON & JOHNSON (JNJ) - 3.59% |
| #8 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.83% | WILLIAMS COMPANIES INC (WMB) - 3.18% |
| #9 | AMBARELLA INC (AMBA) - 1.82% | CISCO SYSTEMS INC (CSCO) - 3.10% |
| #10 | NOVANTA INC (NOVT) - 1.80% | ABBVIE INC (ABBV) - 3.06% |
| #11 | COHERENT CORP (COHR) - 1.79% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.02% |
| #12 | DELTA ELECTRONICS INC (n/a) - 1.74% | JPMORGAN CHASE & CO (JPM) - 2.77% |
| #13 | ROCKWELL AUTOMATION INC (ROK) - 1.74% | CHEVRON CORP (CVX) - 2.45% |
| #14 | FANUC CORP (n/a) - 1.73% | THE TRAVELERS COMPANIES INC (TRV) - 2.34% |
| #15 | ONDAS INC (ONDS) - 1.73% | GENERAL DYNAMICS CORP (GD) - 2.34% |
| #16 | FUJI CORP (n/a) - 1.70% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.31% |
| #17 | YASKAWA ELECTRIC CORP (n/a) - 1.65% | NEXTERA ENERGY INC (NEE) - 2.22% |
| #18 | SOFTBANK GROUP CORP (n/a) - 1.61% | CUMMINS INC (CMI) - 1.96% |
| #19 | ILLUMINA INC (ILMN) - 1.56% | GARMIN LTD (GRMN) - 1.94% |
| #20 | AIRTAC INTERNATIONAL GROUP (n/a) - 1.54% | DARDEN RESTAURANTS INC (DRI) - 1.92% |
| #21 | AUTOSTORE HOLDINGS LTD ORDINARY SHARES (n/a) - 1.53% | THE HOME DEPOT INC (HD) - 1.80% |
| #22 | RENISHAW PLC (n/a) - 1.52% | WEC ENERGY GROUP INC (WEC) - 1.78% |
| #23 | THK CO LTD (n/a) - 1.51% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.77% |
| #24 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.45% | TARGA RESOURCES CORP (TRGP) - 1.69% |
| #25 | ADVANTECH CO LTD (n/a) - 1.45% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.62% |
| Total Holdings | 90 | 53 |
ROBO vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
ROBO
+0.26%
Winner
BGIG
+1.49%
3M
Winner
ROBO
+19.83%
BGIG
+5.90%
6M
Winner
ROBO
+22.19%
BGIG
+10.24%
1Y
Winner
ROBO
+49.10%
BGIG
+20.57%
5Y(CAGR)
ROBO
+6.04%
BGIG
N/A
10Y(CAGR)
ROBO
+13.37%
BGIG
N/A
Max(CAGR)
ROBO
+10.32%
Winner
BGIG
+16.54%
ROBO vs BGIG - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ROBO | BGIG |
|---|---|---|
| 2026 | +20.51% | +10.37% |
| 2025 | +23.76% | +12.53% |
| 2024 | +1.03% | +16.25% |
| 2023 | +23.10% | +4.55% |
| 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 BGIG Drawdown Comparison
The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current ROBO drawdown is -5.68%.
| Rank | ROBO | BGIG |
|---|---|---|
| #1 | -43.65% Nov 4, 2021 - Dec 10, 2025 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -36.78% Jan 23, 2018 - Jul 20, 2020 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -26.30% Jul 1, 2014 - Sep 22, 2016 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -17.35% Feb 25, 2026 - Apr 24, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -16.46% Feb 12, 2021 - Nov 4, 2021 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -12.00% Jun 2, 2026 - Jun 10, 2026 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -9.06% Apr 2, 2014 - Jun 30, 2014 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -7.69% Jan 22, 2014 - Apr 2, 2014 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -6.84% Sep 2, 2020 - Oct 8, 2020 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -5.52% Dec 11, 2025 - Jan 5, 2026 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -5.45% Nov 24, 2017 - Jan 4, 2018 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -5.44% May 13, 2026 - May 22, 2026 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -5.16% Sep 30, 2016 - Nov 22, 2016 | -1.34% Apr 30, 2026 - May 14, 2026 |
| #15 | -4.86% Jan 25, 2021 - Feb 4, 2021 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between ROBO and BGIG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2014 - 2026)
ROBO vs BGIG dividend yield comparison.
| Year | ROBO | BGIG |
|---|---|---|
| 2026 | 0.00% | 0.72% |
| 2025 | 0.42% | 1.89% |
| 2024 | 0.55% | 2.02% |
| 2023 | 0.05% | 0.78% |
| 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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