BOTZ vs SPY
Global X Robotics & Artificial Intelligence ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, BOTZ or SPY?
Large Cap Growth against Large Cap Blend.
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY 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 | SPY |
|---|---|---|
| Expense Ratio | 0.68% | 0.09%Best |
| AUM | $3.4B | $804.7B |
| Dividend Yield | 0.49% | 0.98% |
| Holdings | 67 | 505 |
| YTD Return | -3.82% | +12.99%Best |
| 1Y Return | -0.56% | +16.73%Best |
| 3Y Return (annualized) | +13.11% | +22.52%Best |
| 5Y Return (annualized) | -1.92% | +13.07%Best |
| Volatility (annualized) | 24.3% | 15.4%Best |
| Max Drawdown | -55.5% | -34.1%Best |
| $10,000 over 5 years | $9,076 | $18,481Best |
| Top 10 Weight | 59.9% | 37.8%Best |
| Fund Family | Global X by mirae Asset | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 12, 2016 | Jan 22, 1993 |
Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2016 to Sep 23, 2026 (10 years).
BOTZ vs SPY 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 SPY Performance
Global X Robotics & Artificial Intelligence ETF (BOTZ) is an ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BOTZ returned -0.56% while SPY returned +16.73%. Year to date, BOTZ is down 3.82% versus a gain of 12.99% for SPY.
Over three years, BOTZ compounded at +13.11% per year against +22.52% for SPY; over five years the annualized figures are -1.92% and +13.07% respectively. Across the full 10-year window we track, SPY has the edge at +14.47% annualized vs +9.24%.
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 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 -34.1% for SPY. 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 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 0.49% against 0.98% for SPY.
Holdings Overlap
19.7% of BOTZ's money is in holdings SPY also owns. 12.7% of SPY's money is in holdings BOTZ also owns.
BOTZ and SPY share little of their money.
4 positions in common, counted across the 59 positions we hold weights for in BOTZ and 504 in SPY, against full books of 67 and 505.
What only one of them owns
Our book lists 493 positions for SPY that do not appear in our book for BOTZ (86.6% of the fund), and 15 for BOTZ that do not appear in SPY (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 SPY 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 SPY?
BOTZ has an expense ratio of 0.68% while SPY charges 0.09%. SPY is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, BOTZ or SPY?
Over the past year BOTZ returned -0.56% vs +16.73% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (10 years), BOTZ annualized +9.24% vs +14.47% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOTZ or SPY?
BOTZ has been the more volatile fund at 24.3% annualized versus 15.4% for SPY. Worst drawdown: BOTZ -55.5% vs SPY -34.1%.
Should I hold both BOTZ and SPY?
BOTZ and SPY 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 SPY?
19.7% of BOTZ's money is in holdings SPY also owns. 12.7% of SPY'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 504 in SPY.
Which pays a higher dividend, BOTZ or SPY?
BOTZ yields 0.49% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than BOTZ?
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY 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.