SPHD vs BOTZ
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).
5-Year PerformanceSPHD has outperformed BOTZ, delivering a return of +6.4% compared to +5.5%
SPHD vs BOTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
Winner
BOTZ
$3.40B
Expense Ratio
Winner
SPHD
0.30%
BOTZ
0.68%
Max Drawdown
Winner
SPHD
42.14%
BOTZ
55.64%
Sharpe Ratio
SPHD
0.54
Winner
BOTZ
1.40
5Y Beta
Winner
SPHD
0.39
BOTZ
1.32
P/E Ratio
SPHD
18.76
BOTZ
N/A
Forward P/E
SPHD
13.27
BOTZ
N/A
PEG Ratio
SPHD
0.34
BOTZ
N/A
5Y Dividends CAGR
SPHD
3.96%
Winner
BOTZ
20.28%
5Y EPS CAGR
SPHD
5.08%
BOTZ
N/A
Debt to Equity
SPHD
-78.14%
BOTZ
N/A
P/S Ratio
SPHD
1.86
BOTZ
N/A
P/B Ratio
SPHD
1.81
BOTZ
N/A
SPHD vs BOTZ - Holdings Comparison
SPHD and BOTZ have 1 common holdings. Overlap is 0.00%
SPHD's top 25 holdings weight is 58.83%. BOTZ's top 25 holdings weight is 84.21%.
| Rank | SPHD | BOTZ |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.27% | KEYENCE CORP (n/a) - 9.05% |
| #2 | ALTRIA GROUP INC (MO) - 3.20% | NVIDIA CORP (NVDA) - 8.86% |
| #3 | PFIZER INC (PFE) - 3.05% | ABB LTD (n/a) - 8.65% |
| #4 | HEALTHPEAK PROPERTIES INC (DOC) - 2.81% | FANUC CORP (n/a) - 8.37% |
| #5 | THE KRAFT HEINZ CO (KHC) - 2.75% | INTUITIVE SURGICAL INC (ISRG) - 7.16% |
| #6 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% | SMC CORP (6273:XTKS) - 4.72% |
| #7 | ONEOK INC (OKE) - 2.64% | n/a (n/a) - 3.76% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.51% | DAIFUKU CO LTD (n/a) - 3.40% |
| #9 | REALTY INCOME CORP (O) - 2.49% | HORIZON ROBOTICS CLASS B (n/a) - 2.46% |
| #10 | CONAGRA BRANDS INC (CAG) - 2.46% | n/a (n/a) - 2.27% |
| #11 | KIMCO REALTY CORP (KIM) - 2.37% | ALPHABET INC CLASS A (GOOGL) - 2.21% |
| #12 | FRANKLIN RESOURCES INC (BEN) - 2.36% | AEROVIRONMENT INC (AVAV) - 2.05% |
| #13 | CROWN CASTLE INC (CCI) - 2.23% | BAIDU INC ADR (BIDU) - 2.03% |
| #14 | CHEVRON CORP (CVX) - 2.12% | YASKAWA ELECTRIC CORP (n/a) - 1.92% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | COGNEX CORP (CGNX) - 1.90% |
| #16 | KIMBERLY-CLARK CORP (KMB) - 2.05% | RAINBOW ROBOTICS ORDINARY SHARES (n/a) - 1.87% |
| #17 | PUBLIC STORAGE (PSA) - 2.05% | XIAOMI CORP CLASS B (n/a) - 1.77% |
| #18 | AT&T INC (T) - 2.05% | TESLA INC (TSLA) - 1.77% |
| #19 | EXTRA SPACE STORAGE INC (EXR) - 2.04% | AURORA INNOVATION INC CLASS A (AUR) - 1.73% |
| #20 | DOMINION ENERGY INC (D) - 2.01% | XPENG INC ADR (XPEV) - 1.59% |
| #21 | KINDER MORGAN INC CLASS P (KMI) - 1.98% | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.53% |
| #22 | EOG RESOURCES INC (EOG) - 1.96% | OMRON CORP (n/a) - 1.46% |
| #23 | CLOROX CO (CLX) - 1.94% | JBT MAREL CORP (JBTM) - 1.43% |
| #24 | T. ROWE PRICE GROUP INC (TROW) - 1.89% | n/a (n/a) - 1.21% |
| #25 | PINNACLE WEST CAPITAL CORP (PNW) - 1.88% | UIPATH INC CLASS A (PATH) - 1.04% |
| Total Holdings | 57 | 64 |
SPHD vs BOTZ - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
+1.17%
Winner
BOTZ
+13.21%
3M
SPHD
-3.19%
Winner
BOTZ
+7.27%
6M
SPHD
+5.46%
Winner
BOTZ
+13.00%
1Y
SPHD
+9.10%
Winner
BOTZ
+33.93%
5Y(CAGR)
Winner
SPHD
+6.41%
BOTZ
+5.47%
10Y(CAGR)
SPHD
+7.31%
Winner
BOTZ
+11.54%
Max(CAGR)
SPHD
+9.51%
Winner
BOTZ
+11.54%
SPHD vs BOTZ - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | BOTZ |
|---|---|---|
| 2026 | +4.98% | +10.92% |
| 2025 | +3.29% | +12.82% |
| 2024 | +16.18% | +15.46% |
| 2023 | +0.93% | +38.29% |
| 2022 | +0.31% | -42.93% |
| 2021 | +26.77% | +9.09% |
| 2020 | -8.99% | +49.32% |
| 2019 | +20.89% | +31.16% |
| 2018 | -6.32% | -29.24% |
| 2017 | +10.79% | +56.97% |
| 2016 | +23.47% | +1.68% |
| 2015 | +4.85% | N/A |
| 2014 | +21.27% | N/A |
| 2013 | +18.33% | N/A |
| 2012 | -1.73% | N/A |
SPHD vs BOTZ Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.
The current SPHD drawdown is -4.38%. The current BOTZ drawdown is -1.76%.
| Rank | SPHD | BOTZ |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -55.54% Nov 8, 2021 - Feb 25, 2026 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -43.53% Jan 23, 2018 - Aug 12, 2020 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -19.34% Feb 25, 2026 - May 6, 2026 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -13.52% Feb 12, 2021 - Aug 24, 2021 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -11.73% Sep 23, 2021 - Nov 4, 2021 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -7.47% Nov 24, 2017 - Jan 5, 2018 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -5.65% Sep 2, 2020 - Oct 1, 2020 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -5.33% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -4.97% Jan 20, 2021 - Feb 8, 2021 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -3.97% Oct 10, 2016 - Jan 11, 2017 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -3.65% Jun 5, 2017 - Jul 14, 2017 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -3.13% Nov 8, 2017 - Nov 21, 2017 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -3.00% Oct 24, 2017 - Nov 6, 2017 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -2.95% Mar 29, 2017 - Apr 24, 2017 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -2.93% Sep 20, 2017 - Oct 2, 2017 |
Correlation
Correlation between SPHD and BOTZ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2012 - 2026)
SPHD vs BOTZ dividend yield comparison.
| Year | SPHD | BOTZ |
|---|---|---|
| 2026 | 1.66% | 0.00% |
| 2025 | 4.02% | 0.66% |
| 2024 | 3.41% | 0.13% |
| 2023 | 4.48% | 0.20% |
| 2022 | 3.89% | 0.23% |
| 2021 | 3.45% | 0.16% |
| 2020 | 4.89% | 0.19% |
| 2019 | 4.07% | 0.83% |
| 2018 | 4.40% | 1.44% |
| 2017 | 3.14% | 0.01% |
| 2016 | 3.83% | 0.06% |
| 2015 | 3.49% | 0.00% |
| 2014 | 3.24% | 0.00% |
| 2013 | 3.68% | 0.00% |
| 2012 | 0.93% | 0.00% |
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