RSMC vs ROBT
Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF).
RSMC vs ROBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSMC
$759M
Winner
ROBT
$764M
Expense Ratio
RSMC
0.75%
Winner
ROBT
0.65%
Max Drawdown
Winner
RSMC
22.33%
ROBT
44.61%
Sharpe Ratio
RSMC
0.56
Winner
ROBT
0.66
5Y Beta
Winner
RSMC
0.97
ROBT
1.36
P/E Ratio
RSMC
32.41
Winner
ROBT
-457.69
Forward P/E
Winner
RSMC
19.09
ROBT
24.85
PEG Ratio
Winner
RSMC
0.83
ROBT
4.71
5Y Dividends CAGR
RSMC
N/A
ROBT
17.51%
5Y EPS CAGR
RSMC
16.69%
ROBT
N/A
Debt to Equity
RSMC
60.90%
ROBT
N/A
P/S Ratio
Winner
RSMC
0.85
ROBT
1.79
P/B Ratio
Winner
RSMC
3.82
ROBT
4.71
RSMC vs ROBT - Holdings Comparison
RSMC and ROBT have 1 common holdings. Overlap is -0.05%
RSMC's top 25 holdings weight is 67.94%. ROBT's top 25 holdings weight is 39.83%.
| Rank | RSMC | ROBT |
|---|---|---|
| #1 | FIRSTCASH HOLDINGS INC (FCFS) - 4.13% | PALO ALTO NETWORKS INC (PANW) - 2.41% |
| #2 | STONEX GROUP INC (SNEX) - 4.02% | MARVELL TECHNOLOGY INC (MRVL) - 2.21% |
| #3 | TD SYNNEX CORP (SNX) - 3.98% | CISCO SYSTEMS INC (CSCO) - 1.94% |
| #4 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.78% | CLOUDFLARE INC (NET) - 1.91% |
| #5 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 3.29% | C3.AI INC ORDINARY SHARES CLASS A (AI) - 1.70% |
| #6 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 3.09% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.67% |
| #7 | RADNET INC (RDNT) - 2.82% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.65% |
| #8 | AAON INC (AAON) - 2.74% | ADVANCED MICRO DEVICES INC (AMD) - 1.62% |
| #9 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.71% | INNODATA INC (INOD) - 1.61% |
| #10 | KORN FERRY (KFY) - 2.71% | MICRON TECHNOLOGY INC (MU) - 1.60% |
| #11 | BADGER METER INC (BMI) - 2.66% | SENTINELONE INC CLASS A (S) - 1.60% |
| #12 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.55% | BIGBEAR.AI HOLDINGS INC (BBAI) - 1.56% |
| #13 | STRIDE INC (LRN) - 2.47% | n/a (MBLY) - 1.54% |
| #14 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.46% | DYNATRACE INC ORDINARY SHARES (DT) - 1.51% |
| #15 | OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.39% | AUTOSTORE HOLDINGS LTD ORDINARY SHARES (n/a) - 1.49% |
| #16 | MUELLER INDUSTRIES INC (MLI) - 2.38% | SYNOPSYS INC (SNPS) - 1.48% |
| #17 | NORDSON CORP (NDSN) - 2.37% | ILLUMINA INC (ILMN) - 1.46% |
| #18 | JONES LANG LASALLE INC (JLL) - 2.35% | SERVICENOW INC (NOW) - 1.43% |
| #19 | PJT PARTNERS INC CLASS A (PJT) - 2.29% | UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 1.43% |
| #20 | INTERDIGITAL INC (IDCC) - 2.24% | UIPATH INC CLASS A (PATH) - 1.37% |
| #21 | WESCO INTERNATIONAL INC (WCC) - 2.16% | SIEMENS AG (n/a) - 1.34% |
| #22 | RBC BEARINGS INC (RBC) - 2.14% | n/a (PLTR) - 1.34% |
| #23 | ONTO INNOVATION INC (ONTO) - 2.13% | WORKDAY INC CLASS A (WDAY) - 1.34% |
| #24 | ESCO TECHNOLOGIES INC (ESE) - 2.06% | SK HYNIX INC (n/a) - 1.31% |
| #25 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 2.02% | OCEANEERING INTERNATIONAL INC (OII) - 1.31% |
| Total Holdings | 46 | 128 |
RSMC vs ROBT - Historical Returns
Returns include dividend reinvestment.
1M
RSMC
+1.92%
Winner
ROBT
+2.74%
3M
Winner
RSMC
+16.12%
ROBT
+14.36%
6M
Winner
RSMC
+10.64%
ROBT
+4.09%
1Y
RSMC
+13.04%
Winner
ROBT
+18.93%
5Y(CAGR)
RSMC
N/A
ROBT
+0.63%
10Y(CAGR)
RSMC
N/A
ROBT
+7.91%
Max(CAGR)
RSMC
+7.52%
Winner
ROBT
+7.91%
RSMC vs ROBT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | RSMC | ROBT |
|---|---|---|
| 2026 | +12.24% | +5.10% |
| 2025 | -0.75% | +15.34% |
| 2024 | +0.68% | +2.49% |
| 2023 | N/A | +26.95% |
| 2022 | N/A | -35.40% |
| 2021 | N/A | +10.39% |
| 2020 | N/A | +44.44% |
| 2019 | N/A | +33.76% |
| 2018 | N/A | -13.97% |
RSMC vs ROBT Drawdown Comparison
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The maximum drawdown for ROBT was -44.47%, occurring on Oct 14, 2022. Recovery took 1329 trading sessions.
The current ROBT drawdown is -8.53%.
| Rank | RSMC | ROBT |
|---|---|---|
| #1 | -22.33% Nov 25, 2024 - Apr 17, 2026 | -44.47% Feb 12, 2021 - Jun 1, 2026 |
| #2 | -4.34% Nov 11, 2024 - Nov 25, 2024 | -37.13% Feb 12, 2020 - Jul 6, 2020 |
| #3 | -4.29% May 8, 2026 - Jun 12, 2026 | -25.09% Sep 14, 2018 - Apr 10, 2019 |
| #4 | -3.31% Oct 16, 2024 - Nov 6, 2024 | -10.68% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -2.65% Apr 24, 2026 - May 5, 2026 | -9.38% Jul 24, 2019 - Dec 13, 2019 |
| #6 | -0.09% May 6, 2026 - May 8, 2026 | -9.34% May 3, 2019 - Jul 24, 2019 |
| #7 | -0.05% Oct 14, 2024 - Oct 16, 2024 | -8.89% Sep 2, 2020 - Oct 9, 2020 |
| #8 | N/A | -8.66% Mar 12, 2018 - Aug 9, 2018 |
| #9 | N/A | -6.76% Oct 13, 2020 - Nov 5, 2020 |
| #10 | N/A | -5.19% Jan 27, 2021 - Feb 5, 2021 |
| #11 | N/A | -4.19% Jan 23, 2020 - Feb 6, 2020 |
| #12 | N/A | -3.24% Feb 26, 2018 - Mar 6, 2018 |
| #13 | N/A | -2.26% Jul 20, 2020 - Jul 29, 2020 |
| #14 | N/A | -2.24% Aug 29, 2018 - Sep 14, 2018 |
| #15 | N/A | -2.00% Aug 9, 2018 - Aug 21, 2018 |
Correlation
Correlation between RSMC and ROBT is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
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