BOTZ vs SPY
Global X Robotics & Artificial Intelligence ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | BOTZ | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.09% | |
| AUM | $3.2B | $789.1B | |
| Dividend Yield | 0.47% | 1.01% | |
| Holdings | 67 | 505 | |
| YTD Return | +1.98% | +13.75% | |
| 1Y Return | +12.88% | +22.91% | |
| 3Y Return (annualized) | +12.83% | +21.67% | |
| 5Y Return (annualized) | +1.91% | +13.32% | |
| Volatility (annualized) | 24.5% | 15.3% | |
| Max Drawdown | -55.5% | -56.5% | |
| Fund Family | Global X by mirae Asset | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2016 | Jan 22, 1993 |
BOTZ vs SPY Performance
Global X Robotics & Artificial Intelligence ETF (BOTZ) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BOTZ returned +12.88% while SPY returned +22.91%. Year to date, BOTZ is up 1.98% versus a gain of 13.75% for SPY.
Over three years, BOTZ compounded at +12.83% per year against +21.67% for SPY; over five years the annualized figures are +1.91% and +13.32% respectively. Across the full 10-year window we track, BOTZ has the edge at +10.01% annualized vs +8.85%. 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 15.3% 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 -55.5% for BOTZ 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BOTZ charges 0.68% per year while SPY charges 0.09%. On a $10,000 position that is $68 vs $9 annually, a gap of $59 per year that compounds over a long holding period. On income, BOTZ currently yields 0.47% against 1.01% for SPY.
Holdings Overlap
BOTZ and SPY share 4 holdings out of 560 unique holdings combined, representing a 11.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BOTZ or SPY?
BOTZ has an expense ratio of 0.68% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, BOTZ or SPY?
Over the past year BOTZ returned +12.88% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (10 years), BOTZ annualized +10.01% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, BOTZ or SPY?
BOTZ has been the more volatile fund at 24.5% annualized versus 15.3% for SPY. Worst drawdown: BOTZ -55.5% vs SPY -56.5%.
Should I hold both BOTZ and SPY?
BOTZ and SPY 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 SPY?
BOTZ and SPY share 4 common holdings with a 11.5% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, BOTZ or SPY?
BOTZ yields 0.47% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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