USMC vs BOTZ
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).
5-Year PerformanceUSMC has outperformed BOTZ, delivering a return of +14.6% compared to +1.6%
USMC vs BOTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.50B
BOTZ
$3.50B
Expense Ratio
Winner
USMC
0.12%
BOTZ
0.68%
Max Drawdown
Winner
USMC
29.97%
BOTZ
55.64%
Sharpe Ratio
Winner
USMC
1.28
BOTZ
0.41
5Y Beta
Winner
USMC
0.92
BOTZ
1.36
P/E Ratio
USMC
28.03
BOTZ
N/A
Forward P/E
USMC
19.52
BOTZ
N/A
PEG Ratio
USMC
0.28
BOTZ
N/A
5Y Dividends CAGR
USMC
-0.94%
Winner
BOTZ
7.45%
5Y EPS CAGR
USMC
28.99%
BOTZ
N/A
Debt to Equity
USMC
44.58%
BOTZ
N/A
P/S Ratio
USMC
5.31
BOTZ
N/A
P/B Ratio
USMC
6.84
BOTZ
N/A
USMC vs BOTZ - Holdings Comparison
USMC and BOTZ have 3 common holdings. Overlap is 12.05%
USMC's top 25 holdings weight is 97.99%. BOTZ's top 25 holdings weight is 84.79%.
| Rank | USMC | BOTZ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.71% | ABB LTD (n/a) - 9.56% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.21% | KEYENCE CORP (n/a) - 9.44% |
| #3 | APPLE INC (AAPL) - 7.20% | NVIDIA CORP (NVDA) - 8.90% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.89% | FANUC CORP (n/a) - 8.30% |
| #5 | BROADCOM INC (AVGO) - 4.93% | INTUITIVE SURGICAL INC (ISRG) - 6.68% |
| #6 | JPMORGAN CHASE & CO (JPM) - 4.46% | SMC CORP (6273:XTKS) - 4.46% |
| #7 | MICROSOFT CORP (MSFT) - 4.43% | n/a (n/a) - 4.08% |
| #8 | VISA INC CLASS A (V) - 4.40% | DAIFUKU CO LTD (n/a) - 3.49% |
| #9 | MASTERCARD INC CLASS A (MA) - 4.07% | YASKAWA ELECTRIC CORP (n/a) - 2.44% |
| #10 | COSTCO WHOLESALE CORP (COST) - 3.82% | ALPHABET INC CLASS A (GOOGL) - 2.40% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.77% | COGNEX CORP (CGNX) - 2.38% |
| #12 | AMAZON.COM INC (AMZN) - 3.69% | AURORA INNOVATION INC CLASS A (AUR) - 2.26% |
| #13 | BANK OF AMERICA CORP (BAC) - 3.67% | n/a (n/a) - 2.24% |
| #14 | ABBVIE INC (ABBV) - 3.42% | BAIDU INC ADR (BIDU) - 1.99% |
| #15 | JOHNSON & JOHNSON (JNJ) - 3.33% | TESLA INC (TSLA) - 1.94% |
| #16 | GE AEROSPACE (GE) - 3.26% | AEROVIRONMENT INC (AVAV) - 1.77% |
| #17 | NETFLIX INC (NFLX) - 3.18% | OMRON CORP (n/a) - 1.63% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.07% | JBT MAREL CORP (JBTM) - 1.62% |
| #19 | CATERPILLAR INC (CAT) - 2.84% | HORIZON ROBOTICS CLASS B (n/a) - 1.58% |
| #20 | PROCTER & GAMBLE CO (PG) - 2.78% | XIAOMI CORP CLASS B (n/a) - 1.57% |
| #21 | ELI LILLY AND CO (LLY) - 2.57% | XPENG INC ADR (XPEV) - 1.37% |
| #22 | TESLA INC (TSLA) - 2.18% | RAINBOW ROBOTICS ORDINARY SHARES (n/a) - 1.24% |
| #23 | CHEVRON CORP (CVX) - 2.09% | UIPATH INC CLASS A (PATH) - 1.18% |
| #24 | EXXON MOBIL CORP (XOM) - 2.06% | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.17% |
| #25 | THE HOME DEPOT INC (HD) - 1.96% | n/a (n/a) - 1.10% |
| Total Holdings | 27 | 64 |
USMC vs BOTZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+1.33%
BOTZ
-5.76%
3M
Winner
USMC
+8.31%
BOTZ
-1.86%
6M
Winner
USMC
+10.65%
BOTZ
-5.98%
1Y
Winner
USMC
+21.01%
BOTZ
+11.98%
5Y(CAGR)
Winner
USMC
+14.56%
BOTZ
+1.58%
10Y(CAGR)
Winner
USMC
+15.15%
BOTZ
+9.96%
Max(CAGR)
Winner
USMC
+15.15%
BOTZ
+9.96%
USMC vs BOTZ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | USMC | BOTZ |
|---|---|---|
| 2026 | +10.47% | -1.80% |
| 2025 | +15.84% | +12.82% |
| 2024 | +30.19% | +15.46% |
| 2023 | +31.46% | +38.29% |
| 2022 | -17.74% | -42.93% |
| 2021 | +27.40% | +9.09% |
| 2020 | +14.89% | +49.32% |
| 2019 | +28.26% | +31.16% |
| 2018 | -2.42% | -29.24% |
| 2017 | +5.48% | +56.97% |
| 2016 | N/A | +1.68% |
USMC vs BOTZ Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.
The current BOTZ drawdown is -13.41%.
| Rank | USMC | BOTZ |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -55.54% Nov 8, 2021 - Feb 25, 2026 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -43.53% Jan 23, 2018 - Aug 12, 2020 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -19.34% Feb 25, 2026 - May 6, 2026 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -13.79% May 13, 2026 - Jul 13, 2026 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -13.52% Feb 12, 2021 - Aug 24, 2021 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -11.73% Sep 23, 2021 - Nov 4, 2021 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -7.47% Nov 24, 2017 - Jan 5, 2018 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -5.65% Sep 2, 2020 - Oct 1, 2020 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -5.33% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -4.97% Jan 20, 2021 - Feb 8, 2021 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -3.97% Oct 10, 2016 - Jan 11, 2017 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -3.65% Jun 5, 2017 - Jul 14, 2017 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -3.13% Nov 8, 2017 - Nov 21, 2017 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -3.00% Oct 24, 2017 - Nov 6, 2017 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -2.95% Mar 29, 2017 - Apr 24, 2017 |
Correlation
Correlation between USMC and BOTZ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2016 - 2026)
USMC vs BOTZ dividend yield comparison.
| Year | USMC | BOTZ |
|---|---|---|
| 2026 | 0.38% | 0.05% |
| 2025 | 0.79% | 0.66% |
| 2024 | 1.04% | 0.13% |
| 2023 | 1.35% | 0.20% |
| 2022 | 1.78% | 0.23% |
| 2021 | 1.53% | 0.16% |
| 2020 | 1.55% | 0.19% |
| 2019 | 2.01% | 0.83% |
| 2018 | 2.28% | 1.44% |
| 2017 | 0.24% | 0.01% |
| 2016 | 0.00% | 0.06% |
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