BOTZ vs VYM
Global X Robotics & Artificial Intelligence ETF vs Vanguard High Dividend Yield ETF
Which is better, BOTZ or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.68% | 0.04%Best |
| AUM | $3.4B | $81.6B |
| Dividend Yield | 0.49% | 2.22% |
| Holdings | 67 | 613 |
| YTD Return | -1.86% | +10.96%Best |
| 1Y Return | +0.62% | +15.42%Best |
| 3Y Return (annualized) | +13.88% | +17.78%Best |
| 5Y Return (annualized) | -1.18% | +12.05%Best |
| Volatility (annualized) | 24.3% | 14.3%Best |
| Max Drawdown | -55.5% | -35.7%Best |
| $10,000 over 5 years | $9,424 | $17,663Best |
| Top 10 Weight | 59.9% | 26.1%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 12, 2016 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2016 to Sep 22, 2026 (10 years).
BOTZ vs VYM 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 VYM Performance
Global X Robotics & Artificial Intelligence ETF (BOTZ) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BOTZ returned +0.62% while VYM returned +15.42%. Year to date, BOTZ is down 1.86% versus a gain of 10.96% for VYM.
Over three years, BOTZ compounded at +13.88% per year against +17.78% for VYM; over five years the annualized figures are -1.18% and +12.05% respectively. Across the full 10-year window we track, VYM has the edge at +10.09% 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 14.3% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BOTZ charges 0.68% per year while VYM charges 0.04%. On a $10,000 position that is $68 vs $4 annually, a gap of $64 per year that compounds over a long holding period. On income, BOTZ currently yields 0.49% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 59 holdings in BOTZ and 557 in VYM, totalling 98.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 59 positions we hold weights for in BOTZ and 557 in VYM, against full books of 67 and 613.
What only one of them owns
Our book lists 528 positions for VYM that do not appear in our book for BOTZ (97.1% of the fund), and 19 for BOTZ that do not appear in VYM (33.5%).
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 VYM 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 VYM?
BOTZ has an expense ratio of 0.68% while VYM charges 0.04%. VYM is the cheaper option, by $64 a year on a $10,000 investment.
Which performed better, BOTZ or VYM?
Over the past year BOTZ returned +0.62% vs +15.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), BOTZ annualized +9.47% vs +10.09% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOTZ or VYM?
BOTZ has been the more volatile fund at 24.3% annualized versus 14.3% for VYM. Worst drawdown: BOTZ -55.5% vs VYM -35.7%.
Should I hold both BOTZ and VYM?
BOTZ and VYM have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BOTZ or VYM?
BOTZ yields 0.49% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BOTZ?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% 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.