ROBT vs NML

Comparison between FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF) and Neuberger Berman Energy Infrastructure and Income Fund Inc (NML, ETF).

5-Year PerformanceNML has outperformed ROBT, delivering a return of +23.7% compared to +1.1%

ROBT vs NML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROBT(ETF)	NML(ETF)
Net Assets	$676M	$671M
Expense Ratio	0.65%	N/A
Max Drawdown	44.61%	94.21%
Sharpe Ratio	0.79	1.32
5Y Beta	1.36	0.56
P/E Ratio	-81706.11	N/A
Forward P/E	26.70	N/A
5Y Dividends CAGR	17.51%	36.46%
P/S Ratio	1.78	N/A
P/B Ratio	5.00	N/A

Net Assets

Winner

ROBT

$676M

NML

$671M

Expense Ratio

ROBT

0.65%

NML

N/A

Max Drawdown

Winner

ROBT

44.61%

NML

94.21%

Sharpe Ratio

ROBT

0.79

Winner

NML

1.32

5Y Beta

ROBT

1.36

Winner

NML

0.56

P/E Ratio

ROBT

-81706.11

NML

N/A

Forward P/E

ROBT

26.70

NML

N/A

5Y Dividends CAGR

ROBT

17.51%

Winner

NML

36.46%

P/S Ratio

ROBT

1.78

NML

N/A

P/B Ratio

ROBT

5.00

NML

N/A

ROBT vs NML - Historical Returns

Returns include dividend reinvestment.

Period	ROBT	NML
1 month	+4.75%	-2.32%
3 months	+11.80%	+1.08%
6 months	+3.35%	+20.43%
1 year	+22.35%	+27.20%
5 years(CAGR)	+1.07%	+23.72%
10 years(CAGR)	+8.03%	+9.97%
Max(CAGR)	+8.03%	+2.50%

Winner

ROBT

+4.75%

NML

-2.32%

Winner

ROBT

+11.80%

NML

+1.08%

ROBT

+3.35%

Winner

NML

+20.43%

ROBT

+22.35%

Winner

NML

+27.20%

5Y(CAGR)

ROBT

+1.07%

Winner

NML

+23.72%

10Y(CAGR)

ROBT

+8.03%

Winner

NML

+9.97%

Max(CAGR)

Winner

ROBT

+8.03%

NML

+2.50%

ROBT vs NML - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	ROBT	NML
2026	+5.91%	+22.11%
2025	+15.34%	+3.66%
2024	+2.49%	+40.37%
2023	+26.95%	+17.73%
2022	-35.40%	+30.79%
2021	+10.39%	+59.38%
2020	+44.44%	-46.35%
2019	+33.76%	+9.79%
2018	-13.97%	-25.16%
2017	N/A	+5.97%
2016	N/A	+24.35%
2015	N/A	-50.36%
2014	N/A	-0.77%
2013	N/A	-0.94%

ROBT vs NML Drawdown Comparison

The maximum drawdown for ROBT was -44.47%, occurring on Oct 14, 2022. Recovery took 1329 trading sessions.

The maximum drawdown for NML was -90.47%, occurring on Mar 18, 2020. Recovery took 2842 trading sessions.

The current ROBT drawdown is -7.83%. The current NML drawdown is -4.35%.

Rank	ROBT	NML
#1	-44.47% Feb 12, 2021 - Jun 1, 2026	-90.47% Oct 3, 2014 - Jan 23, 2026
#2	-37.13% Feb 12, 2020 - Jul 6, 2020	-16.89% Apr 23, 2013 - Jul 1, 2014
#3	-25.09% Sep 14, 2018 - Apr 10, 2019	-7.47% May 18, 2026 - May 29, 2026
#4	-9.38% Jul 24, 2019 - Dec 13, 2019	-7.18% Mar 27, 2026 - May 15, 2026
#5	-9.34% May 3, 2019 - Jul 24, 2019	-4.84% Jul 22, 2014 - Aug 11, 2014
#6	-8.89% Sep 2, 2020 - Oct 9, 2020	-4.82% Sep 2, 2014 - Sep 30, 2014
#7	-8.66% Mar 12, 2018 - Aug 9, 2018	-3.38% Mar 2, 2026 - Mar 25, 2026
#8	-7.83% Jun 2, 2026 - Jun 5, 2026	-2.98% Jan 30, 2026 - Feb 9, 2026
#9	-6.76% Oct 13, 2020 - Nov 5, 2020	-2.43% Aug 11, 2014 - Aug 15, 2014
#10	-5.19% Jan 27, 2021 - Feb 5, 2021	-1.83% Aug 15, 2014 - Aug 19, 2014
#11	-4.19% Jan 23, 2020 - Feb 6, 2020	-1.82% Jul 1, 2014 - Jul 9, 2014
#12	-3.24% Feb 26, 2018 - Mar 6, 2018	-1.43% Feb 13, 2026 - Feb 25, 2026
#13	-2.26% Jul 20, 2020 - Jul 29, 2020	-1.40% Mar 28, 2013 - Apr 10, 2013
#14	-2.24% Aug 29, 2018 - Sep 14, 2018	-1.34% Sep 30, 2014 - Oct 3, 2014
#15	-2.00% Aug 9, 2018 - Aug 21, 2018	-0.95% Apr 11, 2013 - Apr 15, 2013

Correlation

Correlation between ROBT and NML is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2013 - 2026)

ROBT vs NML dividend yield comparison.

Year	ROBT	NML
2026	0.00%	3.12%
2025	0.00%	8.24%
2024	0.68%	7.94%
2023	0.23%	10.19%
2022	0.35%	4.26%
2021	0.06%	3.54%
2020	0.17%	8.34%
2019	0.42%	9.76%
2018	0.44%	9.87%
2017	0.00%	7.04%
2016	0.00%	8.63%
2015	0.00%	15.44%
2014	0.00%	7.16%
2013	0.00%	4.40%