ROBO vs EPP
Comparison between ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceEPP has outperformed ROBO, delivering a return of +5.8% compared to +4.3%
ROBO vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROBO
$2B
EPP
$2B
Expense Ratio
ROBO
0.95%
Winner
EPP
0.47%
Max Drawdown
Winner
ROBO
43.75%
EPP
67.70%
Sharpe Ratio
Winner
ROBO
0.98
EPP
0.70
5Y Beta
ROBO
1.30
Winner
EPP
0.76
5Y Dividends CAGR
Winner
ROBO
38.20%
EPP
9.78%
ROBO vs EPP - Holdings Comparison
ROBO and EPP have 1 common holdings. Overlap is -0.05%
ROBO's top 25 holdings weight is 39.52%. EPP's top 25 holdings weight is 70.19%.
| Rank | ROBO | EPP |
|---|---|---|
| #1 | ROCKWELL AUTOMATION INC (ROK) - 1.84% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | ILLUMINA INC (ILMN) - 1.77% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | AMBARELLA INC (AMBA) - 1.76% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | HARMONIC DRIVE SYSTEMS INC (n/a) - 1.74% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | IPG PHOTONICS CORP (IPGP) - 1.66% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | SMC CORP (n/a) - 1.66% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | INTUITIVE SURGICAL INC (ISRG) - 1.65% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | NOVANTA INC (NOVT) - 1.65% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | FANUC CORP (n/a) - 1.63% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | GEA GROUP AG (n/a) - 1.62% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | JBT MAREL CORP (JBTM) - 1.60% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | TERADYNE INC (TER) - 1.60% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | YOKOGAWA ELECTRIC CORP (n/a) - 1.58% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | ATS CORP (ATS) - 1.56% | CSL LTD (n/a) - 1.89% |
| #15 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.54% | SEA LTD ADR (SE) - 1.78% |
| #16 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.53% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | FUJI CORP (n/a) - 1.50% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | EMERSON ELECTRIC CO (EMR) - 1.50% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | NORDSON CORP (NDSN) - 1.50% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | AIRTAC INTERNATIONAL GROUP (n/a) - 1.50% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | CELTIC INVESTMENT INC (n/a) - 1.46% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | DAIFUKU CO LTD (n/a) - 1.45% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | ABB LTD (n/a) - 1.42% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | KEYENCE CORP (n/a) - 1.40% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | KRONES AG (n/a) - 1.40% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 91 | 108 |
ROBO vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
ROBO
-8.39%
Winner
EPP
+2.45%
3M
Winner
ROBO
+1.17%
EPP
+1.11%
6M
ROBO
+8.06%
Winner
EPP
+8.07%
1Y
Winner
ROBO
+29.95%
EPP
+14.18%
5Y(CAGR)
ROBO
+4.35%
Winner
EPP
+5.75%
10Y(CAGR)
Winner
ROBO
+12.12%
EPP
+7.18%
Max(CAGR)
Winner
ROBO
+9.62%
EPP
+8.97%
ROBO vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | ROBO | EPP |
|---|---|---|
| 2026 | +12.26% | +9.47% |
| 2025 | +23.76% | +19.75% |
| 2024 | +1.03% | +6.00% |
| 2023 | +23.10% | +6.11% |
| 2022 | -34.06% | -6.79% |
| 2021 | +15.51% | +3.86% |
| 2020 | +43.18% | +4.97% |
| 2019 | +29.15% | +19.27% |
| 2018 | -21.71% | -11.62% |
| 2017 | +42.57% | +24.09% |
| 2016 | +19.95% | +9.01% |
| 2015 | -5.24% | -8.36% |
| 2014 | -4.62% | -1.03% |
| 2013 | +8.06% | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -14.42% |
| 2010 | N/A | +13.87% |
| 2009 | N/A | +62.26% |
| 2008 | N/A | -47.31% |
| 2007 | N/A | +29.17% |
| 2006 | N/A | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
ROBO vs EPP Drawdown Comparison
The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current ROBO drawdown is -12.13%. The current EPP drawdown is -1.58%.
| Rank | ROBO | EPP |
|---|---|---|
| #1 | -43.65% Nov 4, 2021 - Dec 10, 2025 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -36.78% Jan 23, 2018 - Jul 20, 2020 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -26.30% Jul 1, 2014 - Sep 22, 2016 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -17.35% Feb 25, 2026 - Apr 24, 2026 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -16.46% Feb 12, 2021 - Nov 4, 2021 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -14.42% Jun 2, 2026 - Jul 20, 2026 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -9.06% Apr 2, 2014 - Jun 30, 2014 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -7.69% Jan 22, 2014 - Apr 2, 2014 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -6.84% Sep 2, 2020 - Oct 8, 2020 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -5.52% Dec 11, 2025 - Jan 5, 2026 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -5.45% Nov 24, 2017 - Jan 4, 2018 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -5.44% May 13, 2026 - May 22, 2026 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -5.16% Sep 30, 2016 - Nov 22, 2016 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -4.86% Jan 25, 2021 - Feb 4, 2021 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between ROBO and EPP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
ROBO vs EPP dividend yield comparison.
| Year | ROBO | EPP |
|---|---|---|
| 2026 | 0.00% | 1.49% |
| 2025 | 0.42% | 3.77% |
| 2024 | 0.55% | 3.81% |
| 2023 | 0.05% | 4.10% |
| 2022 | 0.00% | 4.37% |
| 2021 | 0.18% | 4.58% |
| 2020 | 0.20% | 2.28% |
| 2019 | 0.37% | 3.89% |
| 2018 | 0.37% | 5.00% |
| 2017 | 0.02% | 4.15% |
| 2016 | 0.19% | 3.96% |
| 2015 | 0.28% | 4.90% |
| 2014 | 0.19% | 4.33% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 4.41% |
| 2010 | 0.00% | 3.30% |
| 2009 | 0.00% | 3.45% |
| 2008 | 0.00% | 2.39% |
| 2007 | 0.00% | 4.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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