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ROBT vs SPY

Comparison between FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ROBT, delivering a return of +13.0% compared to +0.7%

ROBT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ROBT
$730M
Winner
SPY
$781B
Expense Ratio
ROBT
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
ROBT
44.61%
SPY
56.47%
Sharpe Ratio
ROBT
0.35
Winner
SPY
1.25
5Y Beta
ROBT
1.37
Winner
SPY
1.00
P/E Ratio
Winner
ROBT
-655.74
SPY
28.78
Forward P/E
ROBT
22.85
Winner
SPY
21.23
5Y Dividends CAGR
ROBT
-37.78%
Winner
SPY
6.00%
5Y EPS CAGR
ROBT
N/A
SPY
25.62%
Debt to Equity
ROBT
N/A
SPY
31.92%
P/S Ratio
Winner
ROBT
1.70
SPY
3.76
P/B Ratio
Winner
ROBT
4.46
SPY
5.64

ROBT vs SPY - Holdings Comparison

ROBT and SPY have 42 common holdings. Overlap is 13.87%

ROBT's top 25 holdings weight is 37.74%. SPY's top 25 holdings weight is 51.74%.

RankROBTSPY
#1
PALO ALTO NETWORKS INC (PANW) - 1.81%
NVIDIA CORP (NVDA) - 7.89%
#2
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.72%
APPLE INC (AAPL) - 7.37%
#3
CCC INTELLIGENT SOLUTIONS HOLDINGS INC (CCC) - 1.64%
MICROSOFT CORP (MSFT) - 4.50%
#4
ILLUMINA INC (ILMN) - 1.61%
AMAZON.COM INC (AMZN) - 3.82%
#5
OCEANEERING INTERNATIONAL INC (OII) - 1.59%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 1.57%
BROADCOM INC (AVGO) - 2.86%
#7
GENTEX CORP (GNTX) - 1.56%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
DYNATRACE INC ORDINARY SHARES (DT) - 1.54%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
SENTINELONE INC CLASS A (S) - 1.53%
TESLA INC (TSLA) - 1.70%
#10
RECURSION PHARMACEUTICALS INC CLASS A (RXRX) - 1.53%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SIEMENS AG (n/a) - 1.53%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CLOUDFLARE INC (NET) - 1.52%
ELI LILLY AND CO (LLY) - 1.40%
#13
n/a (n/a) - 1.50%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
NICE LTD ADR (NICE) - 1.47%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
APPIAN CORP CLASS A (APPN) - 1.46%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CISCO SYSTEMS INC (CSCO) - 1.46%
VISA INC CLASS A (V) - 0.90%
#18
SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.45%
WALMART INC (WMT) - 0.76%
#19
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.41%
INTEL CORP (INTC) - 0.75%
#20
INTUITIVE SURGICAL INC (ISRG) - 1.40%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
SYNOPSYS INC (SNPS) - 1.40%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
n/a (MBLY) - 1.40%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
DASSAULT SYSTEMES SE (n/a) - 1.39%
ABBVIE INC (ABBV) - 0.66%
#24
UIPATH INC CLASS A (PATH) - 1.39%
CATERPILLAR INC (CAT) - 0.65%
#25
FANUC CORP (n/a) - 1.36%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings120505

ROBT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ROBT
-1.16%
Winner
SPY
+0.52%
3M
Winner
ROBT
+6.70%
SPY
+6.55%
6M
ROBT
+1.17%
Winner
SPY
+9.76%
1Y
ROBT
+9.58%
Winner
SPY
+20.32%
5Y(CAGR)
ROBT
+0.69%
Winner
SPY
+13.01%
10Y(CAGR)
ROBT
+7.62%
Winner
SPY
+15.06%
Max(CAGR)
ROBT
+7.62%
Winner
SPY
+8.50%

ROBT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROBTSPY
2026+3.65%+10.11%
2025+15.34%+18.00%
2024+2.49%+25.59%
2023+26.95%+26.72%
2022-35.40%-18.64%
2021+10.39%+30.52%
2020+44.44%+17.28%
2019+33.76%+31.09%
2018-13.97%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ROBT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ROBT drawdown is -9.80%. The current SPY drawdown is -1.24%.

RankROBTSPY
#1-44.47%
Feb 12, 2021 - Jun 1, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.13%
Feb 12, 2020 - Jul 6, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.09%
Sep 14, 2018 - Apr 10, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.03%
Jun 2, 2026 - Jun 24, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.38%
Jul 24, 2019 - Dec 13, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.34%
May 3, 2019 - Jul 24, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.89%
Sep 2, 2020 - Oct 9, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.66%
Mar 12, 2018 - Aug 9, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.76%
Oct 13, 2020 - Nov 5, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.19%
Jan 27, 2021 - Feb 5, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.19%
Jan 23, 2020 - Feb 6, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.24%
Feb 26, 2018 - Mar 6, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.26%
Jul 20, 2020 - Jul 29, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.24%
Aug 29, 2018 - Sep 14, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.00%
Aug 9, 2018 - Aug 21, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ROBT and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

ROBT vs SPY dividend yield comparison.

YearROBTSPY
20260.02%0.49%
20250.00%1.07%
20240.68%1.21%
20230.23%1.40%
20220.35%1.65%
20210.06%1.20%
20200.17%1.52%
20190.42%1.75%
20180.44%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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