Robo Global Robotics and Automation Index Etf Investment Guide

The Robo Global Robotics and Automation Index ETF is a great investment option for those looking to tap into the rapidly growing robotics and automation industry. This ETF tracks the performance of the Robo Global Robotics and Automation Index, which includes 80-100 publicly traded companies involved in robotics and automation.

The index is designed to provide broad exposure to the robotics and automation sector, with a focus on companies that are driving innovation and growth in areas like artificial intelligence, machine learning, and robotics. This allows investors to gain a diversified portfolio of stocks in the industry.

Investing in the Robo Global Robotics and Automation Index ETF can provide a convenient and cost-effective way to gain exposure to this exciting sector. The ETF has a low expense ratio, making it an attractive option for investors looking to add robotics and automation stocks to their portfolios.

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The ROBO Global Robotics and Automation Index ETF has a solid foundation, and let's start with its fund details.

The legal name of this ETF is ROBO Global Robotics and Automation Index ETF.

It's managed by Rafael Zayas, who brings a wealth of experience to the table.

The fund family name is EXCHANGE TRADED CONCEPTS TRUST, a reputable name in the industry.

Here's a quick rundown of the fund's key details:

The Robo Global Robotics and Automation Index ETF has a portfolio turnover rate of 26%, which is significantly lower than the average portfolio turnover of 159% for the Global Small/Mid Stock category.

This lower turnover rate can result in lower expenses and potentially higher aftertax returns for investors. I've noticed that lower turnover rates often lead to more stable investment portfolios.

Expenses and fees are an essential consideration when evaluating the Robo Global Robotics and Automation Index ETF. The expense ratio, for example, is 0.95% of the fund's assets under management (AUM). This is relatively low compared to other investment options.

Here's a breakdown of the ETF's expenses and fees:

Keep in mind that the 12b-1 fee is currently 0%, which is a relatively low expense compared to other investment options.

When evaluating the performance and fees of a robo-advisor or ETF, it's essential to consider the operational fees. The expense ratio of a fund can range from 0.43% to 2.93% of the assets under management (AUM), with a median of 0.95%. This means that for every dollar invested, you can expect to pay around 0.95% in expenses.

The management fee is also a significant cost, ranging from 0.30% to 1.25% of AUM, with a median of 0.95%. This fee is used to cover the costs of managing the fund.

The 12b-1 fee is a sales fee that can range from 0.00% to 1.00% of AUM, but in this example, it's 0.00%. This fee is used to cover the costs of marketing and distribution.

Here's a breakdown of the operational fees for comparison:

In contrast, sales fees such as front loads and deferred loads can be much higher, ranging from 2.50% to 5.75% and 1.00% to 4.00% of AUM, respectively. However, in this example, the front load and deferred load fees are both N/A.

The portfolio turnover rate can also impact expenses and after-tax returns. A high portfolio turnover rate, such as 26%, can lead to higher expenses and lower after-tax returns. In this example, the Robo Global Robotics&Automation ETF has a portfolio turnover rate of 26%, which is lower than the average portfolio turnover rate of 159% for the Global Small/Mid Stock category.

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I've taken a close look at the performance data for the ROBO investment, and it's clear that the trailing total return is a key metric to consider. The data shows that the ROBO return has been negative in the short term, with a -0.7% return year-to-date (YTD).

In the one-year period, the ROBO return was 0.6%, which is a relatively modest gain. However, it's worth noting that the category return low was -51.1%, so the ROBO return was actually quite strong compared to its peers.

The three-year period is a bit more concerning, with a -5.3% return. But, it's worth noting that this is an annualized return, and the category return high was 28.0%. This suggests that the ROBO return was actually quite good compared to the best performers in the category.

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Here's a breakdown of the trailing total return for the ROBO investment over different periods:

The 10-year period is particularly encouraging, with a 8.7% return. This suggests that the ROBO investment has been a good long-term performer, especially when compared to the category return low of 1.0%.

The ROBO Global Robotics and Automation Index ETF focuses on industry leaders from the U.S. The fund also invests in global companies involved in automation, AI, and robotics.

Investors should be aware that the ROBO ETF is not suitable for short-term gains. Technological advancements and macroeconomic challenges are driving the adoption of robotics and automation, making it a promising investment for the long term.

The ROBO Global Robotics and Automation Index ETF offers investment opportunities in the robotics, automation, and AI sectors.

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The ROBO Global Robotics and Automation Index ETF is a great way to invest in the future of technology, specifically in automation, AI, and robotics. It focuses on industry leaders from the U.S. and also includes global companies.

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This ETF is a diversified investment option, giving you exposure to a wide range of companies involved in robotics and automation. The experts recommend it as a way to invest in artificial intelligence beyond popular Big Tech stocks.

You can invest in the ROBO ETF for a relatively low cost, making it an accessible option for individual investors.

The ROBO ETF is a great example of a fund that invests in companies involved in automation, AI, and robotics. It's a diversified investment into the future, giving you a stake in the growth of these industries.

This ETF focuses on industry leaders from the U.S., but also includes companies from other parts of the world. The ROBO Global Robotics and Automation Index ETF is a specific example of a fund that falls under this category.

Investors who are interested in the ROBO ETF should know that it invests in global companies involved in automation, AI, and robotics.

Investing in the right stocks can be a daunting task, but having a clear understanding of the top holdings can make all the difference. The ROBO Global Robotics and Automation Index ETF's top holdings are a great place to start, with Symbotic Inc taking the top spot at 2.18%.

The other top holdings include IPG Photonics Corp, Celestica Inc, Intuitive Surgical Inc, NVIDIA Corp, Novanta Inc, John Bean Technologies Corp, Illumina Inc, Rockwell Automation Inc, and Fanuc Corp. These companies are all leaders in the robotics and automation industry, with a strong track record of innovation and growth.

Here are the top 10 holdings in the ROBO Global Robotics and Automation Index ETF, along with their respective weights:

These top holdings are a great representation of the robotics and automation industry, with a focus on innovation, growth, and leadership.

The non-US portion of a portfolio holds a significant weighting of 53.56%, with a return range of 12.39% to 83.06% and a ROBO % rank of 17.50%.

In contrast, the US portion of a portfolio has a lower weighting of 46.17%, with a return range of 6.76% to 79.19% and a ROBO % rank of 64.38%.

To put this into perspective, the non-US portion of a portfolio has historically outperformed the US portion, with a higher return range and a lower ROBO % rank.

Here's a breakdown of the stock geographic breakdown: