BOTZ vs IVV
Global X Robotics & Artificial Intelligence ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BOTZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.03% | |
| AUM | $3.2B | $865.2B | |
| Dividend Yield | 0.47% | 1.09% | |
| Holdings | 67 | 508 | |
| YTD Return | +2.15% | +13.43% | |
| 1Y Return | +13.06% | +22.61% | |
| 3Y Return (annualized) | +12.49% | +21.47% | |
| 5Y Return (annualized) | +1.56% | +13.26% | |
| Volatility (annualized) | 24.5% | 15.1% | |
| Max Drawdown | -55.5% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2016 | May 15, 2000 |
BOTZ vs IVV Performance
Global X Robotics & Artificial Intelligence ETF (BOTZ) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BOTZ returned +13.06% while IVV returned +22.61%. Year to date, BOTZ is up 2.15% versus a gain of 13.43% for IVV.
Over three years, BOTZ compounded at +12.49% per year against +21.47% for IVV; over five years the annualized figures are +1.56% and +13.26% respectively. Across the full 10-year window we track, BOTZ has the edge at +10.02% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOTZ has been the more volatile fund, with annualized monthly volatility of 24.5% compared with 15.1% for IVV. 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 -55.5% for BOTZ and -56.5% for IVV. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BOTZ charges 0.68% per year while IVV charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, BOTZ currently yields 0.47% against 1.09% for IVV.
Holdings Overlap
BOTZ and IVV share 4 holdings out of 562 unique holdings combined, representing a 11.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BOTZ or IVV?
BOTZ has an expense ratio of 0.68% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, BOTZ or IVV?
Over the past year BOTZ returned +13.06% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), BOTZ annualized +10.02% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BOTZ or IVV?
BOTZ has been the more volatile fund at 24.5% annualized versus 15.1% for IVV. Worst drawdown: BOTZ -55.5% vs IVV -56.5%.
Should I hold both BOTZ and IVV?
BOTZ and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOTZ and IVV?
BOTZ and IVV share 4 common holdings with a 11.7% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, BOTZ or IVV?
BOTZ yields 0.47% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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