BOTZ vs IVV
Global X Robotics & Artificial Intelligence ETF vs iShares Core S&P 500 ETF
Which is better, BOTZ or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 59.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BOTZ | IVV |
|---|---|---|
| Expense Ratio | 0.68% | 0.03%Best |
| AUM | $3.4B | $876.4B |
| Dividend Yield | 0.49% | 1.06% |
| Holdings | 67 | 508 |
| YTD Return | -1.86% | +14.14%Best |
| 1Y Return | +0.62% | +17.30%Best |
| 3Y Return (annualized) | +13.88% | +23.04%Best |
| 5Y Return (annualized) | -1.18% | +13.63%Best |
| Volatility (annualized) | 24.3% | 15.4%Best |
| Max Drawdown | -55.5% | -33.9%Best |
| $10,000 over 5 years | $9,424 | $18,944Best |
| Top 10 Weight | 59.9% | 37.8%Best |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 12, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2016 to Sep 22, 2026 (10 years).
BOTZ vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10 years both funds cover.
BOTZ vs IVV Performance
Global X Robotics & Artificial Intelligence ETF (BOTZ) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BOTZ returned +0.62% while IVV returned +17.30%. Year to date, BOTZ is down 1.86% versus a gain of 14.14% for IVV.
Over three years, BOTZ compounded at +13.88% per year against +23.04% for IVV; over five years the annualized figures are -1.18% and +13.63% respectively. Across the full 10-year window we track, IVV has the edge at +14.61% annualized vs +9.47%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOTZ has been the more volatile fund, with annualized monthly volatility of 24.3% compared with 15.4% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.49% against 1.06% for IVV.
Holdings Overlap
19.7% of BOTZ's money is in holdings IVV also owns. 12.8% of IVV's money is in holdings BOTZ also owns.
BOTZ and IVV share little of their money.
4 positions in common, counted across the 59 positions we hold weights for in BOTZ and 490 in IVV, against full books of 67 and 508.
What only one of them owns
Our book lists 478 positions for IVV that do not appear in our book for BOTZ (85.8% of the fund), and 15 for BOTZ that do not appear in IVV (13.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BOTZ and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $65 a year on a $10,000 investment.
Which performed better, BOTZ or IVV?
Over the past year BOTZ returned +0.62% vs +17.30% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), BOTZ annualized +9.47% vs +14.61% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOTZ or IVV?
BOTZ has been the more volatile fund at 24.3% annualized versus 15.4% for IVV. Worst drawdown: BOTZ -55.5% vs IVV -33.9%.
Should I hold both BOTZ and IVV?
BOTZ and IVV have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BOTZ and IVV?
19.7% of BOTZ's money is in holdings IVV also owns. 12.8% of IVV's is in holdings BOTZ also owns. They hold 4 positions in common, counted across the 59 positions we hold weights for in BOTZ and 490 in IVV.
Which pays a higher dividend, BOTZ or IVV?
BOTZ yields 0.49% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BOTZ?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 59.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.