Global X Robotics & Artificial Intelligence ETF: A Comprehensive Overview

The Global X Robotics & Artificial Intelligence ETF is a unique investment opportunity that focuses on the rapidly growing fields of robotics and AI. This ETF tracks the Indxx Global Robotics & Artificial Intelligence Index, which is designed to provide exposure to companies involved in the development and implementation of robotics and AI technologies.

The index is comprised of 30-50 companies from around the world, with a focus on those that are driving innovation in the field. This includes companies that develop AI software, robotics hardware, and other related technologies. The index is reviewed quarterly to ensure that it remains relevant and representative of the industry.

The Global X Robotics & Artificial Intelligence ETF is listed on the New York Stock Exchange (NYSE) under the ticker symbol BOTZ. This makes it easily accessible to individual investors and institutions alike. By investing in this ETF, you'll gain exposure to the growth potential of the robotics and AI industries.

BOTZ is a thematic ETF that targets companies involved in AI and robotics, specifically focusing on companies that derive more than 50% of their revenue from these areas or have their primary business in these segments.

The fund was launched on September 12, 2016, and is issued by Global X. It replicates the holdings of the Indxx Global Robotics & Artificial Intelligence Thematic Index, which selects stocks from companies expected to benefit from the increased adoption and utilization of robotics and AI.

The index focuses on four sub-themes: Industrial Robots and Automation, Unmanned Vehicles and Drones, Non-industrial Robotics, and Artificial Intelligence. Companies must be domiciled in developed markets, have a market cap of at least $300 million, and meet minimum trading volumes and free float requirements to be considered.

The index uses a modified market-cap weighting scheme at reconstitution, with a single stock cap of 8% and an aggregate cap of 40% for all components weighing more than 5%. All other stocks are capped at 4.5%. The final portfolio is formed from the top pure-play robotics and AI companies by market capitalization, up to a total of 100 holdings.

Investing in Botz is a great way to tap into the growth potential of AI and robotics, but it's essential to consider whether this thematic focus aligns with your investment philosophy.

BOTZ is a passive ETF that replicates the holdings of the Indxx Global Robotics & Artificial Intelligence Thematic Index, which focuses on companies expected to benefit from the increased adoption and utilization of robotics and AI. The index selects stocks from companies with a market cap of at least $300 million and meets minimum trading volumes and free float requirements.

To determine if BOTZ is right for you, evaluate if the index's approach to selecting companies truly captures the leaders in this innovative field and if it's likely to continue doing so effectively.

The index focuses on four sub-themes: Industrial Robots and Automation, Unmanned Vehicles and Drones, Non-industrial Robotics, and Artificial Intelligence, and only considers companies that derive more than 50% of their revenue from these areas or have their primary business in these segments.

To buy BOTZ, you'll need to follow these steps. First, search for BOTZ in the search field of your brokerage app, using the ticker symbol "BOTZ" to bring up the trading page for this specific fund.

You can then decide on the number of shares you want to invest, based on the current share price of BOTZ. To do this, think about how much you want to invest and calculate how many shares that equates to.

Next, choose an order type - you can either place a limit order, which will fill at your specified price or better, or a market order, which will fill at the current market price.

To place your order, review the details to ensure everything is correct, then submit it. Your order will then be executed according to your chosen order type.

BOTZ is a thematic ETF that focuses intensely on the AI and robotics sector, making it a great option for those who believe in the potential of these technologies.

The ETF already includes major AI and robotics firms in its broad market indexes, but BOTZ takes it a step further by targeting companies that derive significant revenue from AI and robotics.

To determine if BOTZ is right for you, consider whether its selection criteria align with your investment philosophy. If you agree with how BOTZ targets these companies, you can then consider how much of your portfolio to allocate to this ETF.

BOTZ is ideally positioned as a satellite holding rather than a core investment, which means you can benefit from its specialized exposure while maintaining a diversified portfolio.

BOTZ's expense ratio is a relatively high 0.68%, which translates to an annual cost of $68 for an investment of $10,000.

This expense ratio is deducted from the fund's assets, affecting the net returns of your investment indirectly.

For context, this fee is not paid directly out of your pocket, but rather comes out of the fund's assets.

The annual cost of $68 may not seem like a lot, but it can add up over time, especially for long-term investments.

The Global X Robotics & Artificial Intelligence ETF has a rich history, and understanding its past performance can help you make informed investment decisions.

Over the past year, the ETF's market price and net asset value (NAV) have both seen a 30.29% increase, as of September 30, 2024.

One notable aspect of the ETF's performance is its ability to weather market fluctuations. The maximum loss over the past year was -5.56%, which is relatively low compared to other investments.

The ETF's performance since inception is also impressive, with a total return of 119.54%. This is a significant increase over the years, and it's essential to consider this long-term perspective when evaluating the ETF's potential.

Here's a breakdown of the ETF's historical performance over the past one, three, and five-year periods:

This table highlights the ETF's varying performance over different time frames. While it experienced a decline over the past three years, it has shown steady growth over the past five years. This mix of positive and negative performance is typical of the ETF's nature.

The Global X Robotics & Artificial Intelligence ETF is a unique fund that invests in companies involved in the development of robotics and artificial intelligence. It has a total of 45 holdings, with the top 5 holdings being NVIDIA, Alphabet (Google), Tesla, Amazon, and Microsoft.

The fund's expense ratio is 0.68%, which is relatively low compared to other ETFs in the market. This means that investors can expect to pay less in fees when investing in this fund.

Distributions are an essential aspect of investing in the Global X Robotics & AI Index ETF. Distributions are declared and paid in Canadian dollars, including those listed under the U.S. dollar-traded ticker RBOT.U.

Securityholders who hold the U.S. dollar-traded RBOT.U typically have their distribution payments converted to U.S. dollars by their account holder.

The most recent distribution per unit is $0.26495.

A 12-month trailing yield of 0.87% is calculated based on the net asset value per unit on the last business day of the most recent month end.

Distributions are paid on an annual basis, with payment dates ranging from January 8 to January 13.

Here are the distribution payment dates and amounts for the past few years:

The Global X Robotics & Artificial Intelligence ETF, also known as BOTZ, is an exchange-traded fund launched on September 12, 2016, by Global X.

BOTZ invests in stocks based on a particular theme, focusing on companies involved in the development and production of robots or artificial intelligence.

If you're interested in investing in Nvidia, whose GPU chips are AI enablers, the BOTZ ETF is an astute way to do so, especially considering Nvidia's sky-high valuations.

The BOTZ ETF provides market-cap selected and weighted exposure to companies in the robotics and AI sector, offering a unique investment opportunity.

With a consensus price target indicating 25% upside potential, BOTZ is an attractive option for those looking to tap into the high-growth megatrend sector at a reasonable valuation.

The ETF has a consensus-weighted EPS growth of 25% and revenue growth of 24% in YE24-YE25, making it a compelling choice for investors seeking exposure to the robotics and AI sector.

The global x robotics & artificial intelligence ETF takes an unconstrained approach to investing, giving it a wide reach across multiple sectors and industries. This means it's not limited to just traditional tech names.

Robotics & AI have a wide-reaching application, extending far beyond industrial activity. This ETF invests accordingly, with a global exposure that's not confined to one specific area.

Investors can gain broad exposure to the robotics & AI sector through this ETF, which is a great way to diversify a portfolio.

Let's take a look at the holdings of the Global X Robotics & Artificial Intelligence ETF. The fund has a diverse portfolio with top holdings including NVIDIA Corporation, Intuitive Surgical, Inc., and ABB Ltd, which make up a significant portion of the fund's weight.

The top holdings of the ETF are led by NVIDIA Corporation, which accounts for 13.26% of the fund's weight, followed closely by Intuitive Surgical, Inc. at 11.02%. ABB Ltd rounds out the top three with a 9.00% weight in the fund.

Here's a breakdown of the top 10 holdings in the Global X Robotics & Artificial Intelligence ETF:

The distribution metrics of the Global X Robotics & AI Index ETF are pretty straightforward. Distributions for the ETF are declared and paid in Canadian dollars, and for investors holding the U.S. dollar-traded ticker RBOT.U, their account holder will typically convert distribution payments to U.S. dollars.

The most recent distribution per unit is $0.26495. This means that investors can expect to receive this amount in their accounts.

The 12-month trailing yield is 0.87%, which is a percentage of the net asset value per unit on the last business day of the most recent month end. This gives investors an idea of the historical return on their investment.

The distribution frequency is not explicitly stated, but the record date is mentioned, suggesting that distributions are made at regular intervals.

Let's take a closer look at the holdings and comparison of two popular robotics ETFs, ROBO and BOTZ. ROBO has a diversified portfolio with a top holding of 13.26% in NVIDIA Corporation, while BOTZ has a significant exposure to robotics, with companies like Intuitive Surgical Inc and Fanuc Corp making up a substantial portion of its holdings.

The ROBO ETF has a top 10 holding list that includes companies like NVIDIA Corporation, Intuitive Surgical Inc, and ABB Ltd. These companies are all leaders in the robotics and AI space.

One of the key differences between ROBO and BOTZ is their concentration of holdings. ROBO has a more diversified portfolio, with a top holding of only 13.26% in NVIDIA Corporation, whereas BOTZ has a more concentrated portfolio with a larger holding in Intuitive Surgical Inc.

Here's a comparison of the top 10 holdings in ROBO:

This comparison highlights the key differences between ROBO and BOTZ, and can help investors make a more informed decision about which ETF to choose.

The global market for humanoid robots is projected to reach $38 billion by 2035. This is a staggering figure that suggests a significant increase in demand for these robots.

Tesla's Optimus humanoid robot is leading the way in this market, with a projected shipment of 1.4 million to 6.5 million units per year. These robots are poised to revolutionize various industries.

The global market for humanoid robots is expected to reach $38 billion by 2035. This growth is a testament to the potential of these robots to transform our lives.

Tesla's Optimus humanoid robot is a key player in this market, with its impressive shipment projections.

GenAI has commanded attention and moved markets this year, earning comparisons to the internet and smartphones for its transformative potential. This attention has been driven by the sector's growth and adoption, with GenAI set to reach $190 billion in value by 2025.

The global market for artificial intelligence is expected to grow significantly, with some estimates suggesting it could reach $190 billion in value by 2025.

Marvell has a tough road ahead to compete with Nvidia, as seen at the AI Era Event. Nvidia has become the hottest stock in a hot tech market driven by the rapid adoption of Artificial Intelligence (AI) technology.

Nvidia's dominance in the AI market is evident, with the company leading the charge in AI-driven innovation. This has resulted in a monster year for Nvidia, with the company's stock soaring.

The rapid adoption of AI technology has created a challenging landscape for competitors like Marvell to navigate. Nvidia's expertise in AI has made it a formidable player in the market.

Nvidia's success is a testament to its pioneering role in the AI technology space.

Tech stocks have been on a roll this year, with tech and artificial-intelligence ETFs soaring. Investor demand for these funds, however, is surprisingly low.

The performance of tech and AI ETFs is a stark contrast to the lack of investor enthusiasm. This year, these funds have seen strong growth, but investor flows have been sluggish.

One notable example is the contrast between the performance of tech and AI ETFs and investor demand. Despite their strong performance, investor flows into these funds have been holding back.

The AI revolution brings a dramatic shift away from traditional innovation models, with ChatGPT and other platforms making remarkable strides in neural networks and novel fields.

With this shift comes a new set of risks, including the potential for job displacement and increased cybersecurity threats.

The AI revolution also presents new prospects, such as improved efficiency and productivity, and the potential for groundbreaking innovations in fields like healthcare and finance.

The shape of the U.S. equity market has undergone a massive change over just the last few years.

AI technologies are being integrated into various sectors, with growth projections in data centers. This is evident in the increasing adoption of AI in different industries.

BOTZ ETF, focusing on robotics and AI, has been underperforming due to valuation concerns. Despite this, the Information Technology sector, led by AI-related stocks like NVIDIA, has shown recent gains.

The future of AI trading is looking promising, with BOTZ offering a fair price for its services. This is a key aspect of AI's integration into the new economy.

The AI revolution is a dramatic shift away from traditional innovation models. This shift is marked by the expansion into neural networks and other novel fields.

The robotics and AI industry is rapidly evolving, with applications in manufacturing, healthcare, and transportation. This convergence of automation, robotics, and AI is creating a Gigatrend.

The Global X Robotics & Artificial Intelligence ETF has gained significant attention as a way to invest in this growing industry. The ETF has a top holding in Nvidia, a company whose GPU chips are AI enablers.

Investors must think differently about how to invest in Nvidia, given its sky-high valuations. The Global X Robotics & Artificial Intelligence ETF (BOTZ) provides a way to own Nvidia at a reasonable price.

Exposure to the high-growth megatrend sector of robotics and AI can provide significant upside potential. The BOTZ ETF has a 25% upside potential on a consensus price target.