BOTT vs SPY

Quick Verdict

SPY has a lower expense ratio. BOTT delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: BOTTMore Diversified: SPY

Side-by-Side Comparison

MetricBOTTSPYWinner
Expense Ratio0.35%0.09%
AUM$56M$789.1B
Dividend Yield0.12%1.01%
Holdings41505
YTD Return+2.42%+13.75%
1Y Return+38.81%+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)35.9%15.3%
Max Drawdown-38.5%-56.5%
Fund FamilyThemes ETFsState Street Investment Management
CategoryEquityEquity
InceptionApr 22, 2024Jan 22, 1993

BOTT vs SPY Performance

Themes Humanoid Robotics ETF (BOTT) is a ETF from Themes ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BOTT returned +38.81% while SPY returned +22.91%. Year to date, BOTT is up 2.42% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

BOTT has been the more volatile fund, with annualized monthly volatility of 35.9% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -38.5% for BOTT and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOTT charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, BOTT currently yields 0.12% against 1.01% for SPY.

Holdings Overlap

6.7%overlap

BOTT and SPY share 3 holdings out of 531 unique holdings combined, representing a 6.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BOTTWeight in SPYDifference
NVDA4.78%7.31%2.53%
TER6.79%0.09%6.70%
TSLA4.47%1.82%2.65%

Frequently Asked Questions

Which is cheaper, BOTT or SPY?

BOTT has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, BOTT or SPY?

Over the past year BOTT returned +38.81% vs +22.91% for SPY, so BOTT leads on 1-year performance. Over the longest common window we track (2 years), BOTT annualized +30.90% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, BOTT or SPY?

BOTT has been the more volatile fund at 35.9% annualized versus 15.3% for SPY. Worst drawdown: BOTT -38.5% vs SPY -56.5%.

Should I hold both BOTT and SPY?

BOTT and SPY have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOTT and SPY?

BOTT and SPY share 3 common holdings with a 6.7% weight overlap. Combined, they hold 531 unique securities.

Which pays a higher dividend, BOTT or SPY?

BOTT yields 0.12% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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