BOTZ vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBOTZVTIWinner
Expense Ratio0.68%0.03%
AUM$3.2B$663.5B
Dividend Yield0.47%1.07%
Holdings673,543
YTD Return+3.05%+14.22%
1Y Return+12.14%+22.19%
3Y Return (annualized)+12.80%+21.27%
5Y Return (annualized)+1.66%+12.23%
Volatility (annualized)24.5%15.3%
Max Drawdown-55.5%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionSep 12, 2016May 24, 2001

BOTZ vs VTI Performance

Global X Robotics & Artificial Intelligence ETF (BOTZ) is a ETF from Global X by mirae Asset and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BOTZ returned +12.14% while VTI returned +22.19%. Year to date, BOTZ is up 3.05% versus a gain of 14.22% for VTI.

Over three years, BOTZ compounded at +12.80% per year against +21.27% for VTI; over five years the annualized figures are +1.66% and +12.23% respectively. Across the full 10-year window we track, BOTZ has the edge at +10.12% annualized vs +8.14%. 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 VTI. 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 -56.6% for VTI. 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BOTZ charges 0.68% per year while VTI 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 1.07% for VTI.

Holdings Overlap

10.3%overlap

BOTZ and VTI share 14 holdings out of 2830 unique holdings combined, representing a 10.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BOTZWeight in VTIDifference
NVDA8.41%6.32%2.09%
ISRG8.20%0.19%8.01%
GOOGL2.11%2.88%0.77%
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Frequently Asked Questions

Which is cheaper, BOTZ or VTI?

BOTZ has an expense ratio of 0.68% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, BOTZ or VTI?

Over the past year BOTZ returned +12.14% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (10 years), BOTZ annualized +10.12% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, BOTZ or VTI?

BOTZ has been the more volatile fund at 24.5% annualized versus 15.3% for VTI. Worst drawdown: BOTZ -55.5% vs VTI -56.6%.

Should I hold both BOTZ and VTI?

BOTZ and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOTZ and VTI?

BOTZ and VTI share 14 common holdings with a 10.3% weight overlap. Combined, they hold 2830 unique securities.

Which pays a higher dividend, BOTZ or VTI?

BOTZ yields 0.47% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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