ROBO vs SPY
Comparison between ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ROBO, delivering a return of +13.3% compared to +6.5%
ROBO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROBO
$1.50B
Winner
SPY
$652B
Expense Ratio
ROBO
0.95%
Winner
SPY
0.09%
Max Drawdown
Winner
ROBO
43.75%
SPY
56.47%
Sharpe Ratio
Winner
ROBO
2.17
SPY
2.07
5Y Beta
ROBO
1.24
Winner
SPY
1.00
P/E Ratio
ROBO
N/A
SPY
28.24
Forward P/E
ROBO
N/A
SPY
21.85
5Y Dividends CAGR
Winner
ROBO
38.20%
SPY
5.43%
5Y EPS CAGR
ROBO
N/A
SPY
25.79%
Debt to Equity
ROBO
N/A
SPY
22.35%
P/S Ratio
ROBO
N/A
SPY
3.55
P/B Ratio
ROBO
N/A
SPY
5.29
ROBO vs SPY - Holdings Comparison
ROBO and SPY have 18 common holdings. Overlap is 3.97%
ROBO's top 25 holdings weight is 41.48%. SPY's top 25 holdings weight is 51.32%.
| Rank | ROBO | SPY |
|---|---|---|
| #1 | TERADYNE INC (TER) - 2.08% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | CELTIC INVESTMENT INC (n/a) - 2.00% | APPLE INC (AAPL) - 6.48% |
| #3 | AIRTAC INTERNATIONAL GROUP (n/a) - 1.92% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | KOH YOUNG TECHNOLOGY INC (n/a) - 1.89% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | HIWIN TECHNOLOGIES CORP (n/a) - 1.81% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | FANUC CORP (n/a) - 1.80% | BROADCOM INC (AVGO) - 3.09% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.78% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | INFINEON TECHNOLOGIES AG (n/a) - 1.73% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ROCKWELL AUTOMATION INC (ROK) - 1.71% | TESLA INC (TSLA) - 1.73% |
| #10 | AMBARELLA INC (AMBA) - 1.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.63% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | HARMONIC DRIVE SYSTEMS INC (n/a) - 1.63% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | KEYENCE CORP (n/a) - 1.57% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | DAIFUKU CO LTD (n/a) - 1.57% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 1.57% | WALMART INC (WMT) - 0.91% |
| #16 | NOVANTA INC (NOVT) - 1.56% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.55% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | AUTOSTORE HOLDINGS LTD ORDINARY SHARES (n/a) - 1.54% | VISA INC CLASS A (V) - 0.85% |
| #19 | YASKAWA ELECTRIC CORP (n/a) - 1.53% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ONDAS INC (ONDS) - 1.52% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | KARDEX HOLDING AG REGISTERED SHARES (n/a) - 1.51% | INTEL CORP (INTC) - 0.65% |
| #22 | SMC CORP (n/a) - 1.49% | NETFLIX INC (NFLX) - 0.64% |
| #23 | FUJI CORP (n/a) - 1.48% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | RENISHAW PLC (n/a) - 1.47% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ATS CORP (ATS) - 1.46% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 89 | 505 |
ROBO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROBO
+17.89%
SPY
+9.11%
3M
Winner
ROBO
+14.89%
SPY
+6.59%
6M
Winner
ROBO
+27.74%
SPY
+10.56%
1Y
Winner
ROBO
+62.30%
SPY
+32.04%
5Y(CAGR)
ROBO
+6.51%
Winner
SPY
+13.35%
10Y(CAGR)
ROBO
+13.75%
Winner
SPY
+15.49%
Max(CAGR)
Winner
ROBO
+10.55%
SPY
+8.50%
ROBO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ROBO | SPY |
|---|---|---|
| 2026 | +22.44% | +8.27% |
| 2025 | +23.76% | +18.00% |
| 2024 | +1.03% | +25.59% |
| 2023 | +23.10% | +26.72% |
| 2022 | -34.06% | -18.64% |
| 2021 | +15.51% | +30.52% |
| 2020 | +43.18% | +17.28% |
| 2019 | +29.15% | +31.09% |
| 2018 | -21.71% | -5.24% |
| 2017 | +42.57% | +20.78% |
| 2016 | +19.95% | +13.59% |
| 2015 | -5.24% | +1.31% |
| 2014 | -4.62% | +14.56% |
| 2013 | +8.06% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ROBO vs SPY Drawdown Comparison
The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | ROBO | SPY |
|---|---|---|
| #1 | -43.65% Nov 4, 2021 - Dec 10, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.78% Jan 23, 2018 - Jul 20, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.30% Jul 1, 2014 - Sep 22, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.35% Feb 25, 2026 - Apr 24, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.46% Feb 12, 2021 - Nov 4, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.06% Apr 2, 2014 - Jun 30, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.69% Jan 22, 2014 - Apr 2, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.84% Sep 2, 2020 - Oct 8, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.52% Dec 11, 2025 - Jan 5, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.45% Nov 24, 2017 - Jan 4, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.16% Sep 30, 2016 - Nov 22, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.86% Jan 25, 2021 - Feb 4, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.73% Jun 5, 2017 - Jul 19, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.19% Jan 27, 2026 - Feb 9, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ROBO and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (1999 - 2026)
ROBO vs SPY dividend yield comparison.
| Year | ROBO | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.42% | 1.07% |
| 2024 | 0.55% | 1.21% |
| 2023 | 0.05% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.18% | 1.20% |
| 2020 | 0.20% | 1.52% |
| 2019 | 0.37% | 1.75% |
| 2018 | 0.37% | 2.04% |
| 2017 | 0.02% | 1.80% |
| 2016 | 0.19% | 2.03% |
| 2015 | 0.28% | 2.06% |
| 2014 | 0.19% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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