ROBO vs RWJ
Comparison between ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed ROBO, delivering a return of +7.8% compared to +5.6%
ROBO vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROBO
$1.80B
RWJ
$1.80B
Expense Ratio
ROBO
0.95%
Winner
RWJ
0.39%
Max Drawdown
Winner
ROBO
43.75%
RWJ
56.26%
Sharpe Ratio
Winner
ROBO
1.61
RWJ
1.56
5Y Beta
ROBO
1.26
Winner
RWJ
1.06
P/E Ratio
ROBO
N/A
RWJ
149.75
Forward P/E
ROBO
N/A
RWJ
13.01
5Y Dividends CAGR
Winner
ROBO
38.20%
RWJ
18.20%
5Y EPS CAGR
ROBO
N/A
RWJ
9.11%
Debt to Equity
ROBO
N/A
RWJ
108.87%
P/S Ratio
ROBO
N/A
RWJ
0.35
P/B Ratio
ROBO
N/A
RWJ
1.62
ROBO vs RWJ - Holdings Comparison
ROBO and RWJ have 3 common holdings. Overlap is 0.32%
ROBO's top 25 holdings weight is 44.29%. RWJ's top 25 holdings weight is 28.68%.
| Rank | ROBO | RWJ |
|---|---|---|
| #1 | HARMONIC DRIVE SYSTEMS INC (n/a) - 2.44% | MOLINA HEALTHCARE INC (MOH) - 3.27% |
| #2 | INFINEON TECHNOLOGIES AG (n/a) - 2.24% | WORLD KINECT CORP (WKC) - 2.76% |
| #3 | HIWIN TECHNOLOGIES CORP (n/a) - 2.18% | UNITED NATURAL FOODS INC (UNFI) - 2.33% |
| #4 | AMBARELLA INC (AMBA) - 2.18% | CARMAX INC (KMX) - 1.60% |
| #5 | QUALCOMM INC (QCOM) - 1.96% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.43% |
| #6 | FANUC CORP (n/a) - 1.93% | LINCOLN NATIONAL CORP (LNC) - 1.22% |
| #7 | TERADYNE INC (TER) - 1.89% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.16% |
| #8 | JENOPTIK AG (n/a) - 1.87% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.14% |
| #9 | YASKAWA ELECTRIC CORP (n/a) - 1.84% | SANMINA CORP (SANM) - 1.14% |
| #10 | CELTIC INVESTMENT INC (n/a) - 1.82% | MANPOWERGROUP INC (MAN) - 1.13% |
| #11 | AIRTAC INTERNATIONAL GROUP (n/a) - 1.77% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.13% |
| #12 | FUJI CORP (n/a) - 1.76% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.03% |
| #13 | NOVANTA INC (NOVT) - 1.75% | ADIENT PLC (ADNT) - 0.95% |
| #14 | DELTA ELECTRONICS INC (n/a) - 1.74% | KOHL'S CORP (KSS) - 0.91% |
| #15 | ROCKWELL AUTOMATION INC (ROK) - 1.72% | ORGANON & CO ORDINARY SHARES (OGN) - 0.78% |
| #16 | KOH YOUNG TECHNOLOGY INC (n/a) - 1.67% | LKQ CORP (LKQ) - 0.73% |
| #17 | COHERENT CORP (COHR) - 1.61% | AMENTUM HOLDINGS INC (AMTM) - 0.70% |
| #18 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.58% | ANDERSONS INC (ANDE) - 0.69% |
| #19 | AUTOSTORE HOLDINGS LTD ORDINARY SHARES (n/a) - 1.54% | RXO INC (RXO) - 0.68% |
| #20 | RENISHAW PLC (n/a) - 1.49% | CAESARS ENTERTAINMENT INC (CZR) - 0.67% |
| #21 | THK CO LTD (n/a) - 1.49% | JETBLUE AIRWAYS CORP (JBLU) - 0.65% |
| #22 | DAIFUKU CO LTD (n/a) - 1.49% | INSPERITY INC (NSP) - 0.65% |
| #23 | SOFTBANK GROUP CORP (n/a) - 1.47% | n/a (HTZ) - 0.65% |
| #24 | ADVANTECH CO LTD (n/a) - 1.44% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.65% |
| #25 | ABB LTD (n/a) - 1.42% | MOHAWK INDUSTRIES INC (MHK) - 0.63% |
| Total Holdings | 89 | 594 |
ROBO vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROBO
+1.24%
RWJ
+0.88%
3M
Winner
ROBO
+13.67%
RWJ
+9.51%
6M
Winner
ROBO
+17.98%
RWJ
+15.63%
1Y
Winner
ROBO
+47.83%
RWJ
+37.50%
5Y(CAGR)
ROBO
+5.59%
Winner
RWJ
+7.77%
10Y(CAGR)
ROBO
+12.71%
Winner
RWJ
+12.89%
Max(CAGR)
ROBO
+10.15%
Winner
RWJ
+12.20%
ROBO vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ROBO | RWJ |
|---|---|---|
| 2026 | +17.92% | +15.22% |
| 2025 | +23.76% | +8.28% |
| 2024 | +1.03% | +11.98% |
| 2023 | +23.10% | +16.69% |
| 2022 | -34.06% | -12.27% |
| 2021 | +15.51% | +54.19% |
| 2020 | +43.18% | +21.02% |
| 2019 | +29.15% | +17.99% |
| 2018 | -21.71% | -18.19% |
| 2017 | +42.57% | +4.20% |
| 2016 | +19.95% | +32.88% |
| 2015 | -5.24% | -7.94% |
| 2014 | -4.62% | +7.70% |
| 2013 | +8.06% | +41.60% |
| 2012 | N/A | +16.48% |
| 2011 | N/A | -2.72% |
| 2010 | N/A | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
ROBO vs RWJ Drawdown Comparison
The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current ROBO drawdown is -7.70%. The current RWJ drawdown is -1.11%.
| Rank | ROBO | RWJ |
|---|---|---|
| #1 | -43.65% Nov 4, 2021 - Dec 10, 2025 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -36.78% Jan 23, 2018 - Jul 20, 2020 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -26.30% Jul 1, 2014 - Sep 22, 2016 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -17.35% Feb 25, 2026 - Apr 24, 2026 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -16.46% Feb 12, 2021 - Nov 4, 2021 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -9.06% Apr 2, 2014 - Jun 30, 2014 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -7.70% Jun 2, 2026 - Jun 5, 2026 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -7.69% Jan 22, 2014 - Apr 2, 2014 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -6.84% Sep 2, 2020 - Oct 8, 2020 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -5.52% Dec 11, 2025 - Jan 5, 2026 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -5.45% Nov 24, 2017 - Jan 4, 2018 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -5.44% May 13, 2026 - May 22, 2026 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -5.16% Sep 30, 2016 - Nov 22, 2016 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -4.86% Jan 25, 2021 - Feb 4, 2021 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between ROBO and RWJ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2026)
ROBO vs RWJ dividend yield comparison.
| Year | ROBO | RWJ |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 0.42% | 1.11% |
| 2024 | 0.55% | 1.15% |
| 2023 | 0.05% | 1.34% |
| 2022 | 0.00% | 1.02% |
| 2021 | 0.18% | 0.61% |
| 2020 | 0.20% | 0.89% |
| 2019 | 0.37% | 1.22% |
| 2018 | 0.37% | 1.44% |
| 2017 | 0.02% | 1.11% |
| 2016 | 0.19% | 0.61% |
| 2015 | 0.28% | 0.74% |
| 2014 | 0.19% | 0.57% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.37% |
| 2010 | 0.00% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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