At a glance
Side-by-side comparison
| Metric |
ROBO
Global X ROBO Global Robotics & Automation ETF
|
RBTZ
BetaShares Global Robotics and Artificial Intelligence ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
Global X
|
BetaShares
|
| Tracks index |
ROBO Global Robotics & Automation Index
|
INDXX Global Robotics & Artificial Intelligence Thematic Index
|
| Categories |
Intl, Thematic, Tech
|
Intl, Thematic, Tech
|
| Listed since |
2017 (9 yrs)
|
2018 (8 yrs)
|
| Fund size (AUM) |
$301m
|
$299m
|
| Cost & income | ||
| Management fee |
0.69%
|
0.57%
|
| Dividend yield |
10.5%
|
0.05%
|
| Franking |
0%
|
0%
|
| Turnover |
35%
|
35%
|
| Tax drag | 4.2% | 0.86% |
| Returns |
Tax bracket
|
|
| 1-year return |
17.6%
net
|
-2.3%
net
|
| 3-year return |
9.5%
net
|
5.7%
net
|
| 5-year return |
5.4%
net
|
2.2%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
20.5%
|
20.6%
|
| Volatility (5y) |
20.1%
|
22.6%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
0.35
|
0.17
|
| Sharpe ratio (5y) |
0.2
|
0.13
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-21% returns over 1 year (65th of 308 ETFs we track).
- High 10.5% income yield — good for investors who want regular cash flow.
- Pricier than similar ETFs, which average around 0.48%.
- Has lagged most peers over 1 year (270th of 308).
Frequently Asked Questions
ROBO and RBTZ are 2 Australian-listed ETFs we compare side by side. RBTZ carries the lower management fee (0.57%). Over 5 years, ROBO has delivered the higher total return (5.4% a year). The table above breaks down fees, returns, income and risk for each.
RBTZ has the lower management fee at 0.57% a year, versus ROBO 0.69%.
Over the past 5 years, ROBO has delivered the higher total return at 5.4% a year. Past performance is not a reliable indicator of future returns.
ROBO pays the higher at 10.5%. Remember distributions are taxed each year at your marginal rate.
ROBO is the larger fund by assets ($301m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.