Vaneck Robotics ETF Overview for Investors

The Vaneck Robotics ETF is a unique investment opportunity that offers exposure to the growing robotics industry.

It tracks the ROBO Global Robotics and Automation Index, which provides a comprehensive measure of the robotics and automation sector.

The fund has a relatively low expense ratio of 0.65% and requires a minimum investment of $10.

This makes it an attractive option for investors who want to gain exposure to this exciting sector without breaking the bank.

The Vaneck Robotics ETF holds a diverse portfolio of 80+ stocks, including companies like iRobot and Intuitive Surgical.

The VanEck Robotics ETF is an exchange-traded fund (ETF) that offers a unique investment opportunity.

The fund's legal name is VanEck Robotics ETF, and it belongs to the VANECKFUND family.

It was launched on April 5, 2023, making it a relatively new addition to the market.

The VanEck Robotics ETF is denominated in US dollars and is domiciled in the United States.

Here are some key details about the fund:

The VanEck Robotics ETF has shown strong performance over the past year, with a return of 4.8% in the 1-year period.

Its Year-to-Date (YTD) return is even more impressive, at 5.6%.

The ETF's performance is a testament to the growing demand for robotics and automation technologies.

Here's a brief look at the ETF's performance over the past few years:

The ETF's performance in 2024 is particularly noteworthy, with a return of 6.4%.

Let's take a look at the chart for the USD. The USD has been steadily increasing in value over the past year, with a current exchange rate of 1 USD = 0.85 EUR.

This growth can be attributed to the strong economy and low inflation rate in the United States. The USD has become a safe-haven currency, attracting investors from around the world.

As a result, the USD has seen a significant increase in demand, causing its value to rise. This is evident in the chart, where the USD is shown to be outperforming other major currencies.

The USD's strong performance has also led to a decrease in imports for the United States, resulting in a lower trade deficit. This is a positive outcome for the US economy, as it reduces the country's reliance on foreign goods.

The IBOT - Performance section of the article provides a clear picture of how the VanEck Robotics ETF has performed over time.

The YTD return of 5.6% is a decent start to the year, but it's worth noting that the category return is not available for comparison. The 1 Yr return of 4.8% is also a respectable figure, but again, there's no category return to provide context.

One of the most interesting facts from this section is that the IBOT Return (NAV) for 2024 is 6.4%, which earned it a grade of F. This is because the return was 13.6 percentage points worse than the category average.

Here's a breakdown of the IBOT Return (NAV) for the past few years:

As you can see, the 2024 return is the only one available for the past few years. It's worth noting that the IBOT Return (Price) is the same as the IBOT Return (NAV) for 2024, indicating that there was no significant difference between the net asset value and the market price of the ETF.

The Technology Average return for 2024 is 20.0%, which is significantly higher than the IBOT Return (NAV) of 6.4%. This is likely due to the fact that the Technology category has been performing well in recent years, and the VanEck Robotics ETF has not kept pace.

The Vaneck Robotics ETF portfolio is made up of a diverse group of companies. Keyence Corp holds the largest percentage of the portfolio with 5.53%. This is followed closely by Siemens AG with 5.41%.

The top 10 holdings of the ETF are listed below:

You can see the exact percentages and shares owned for the top 5 holdings in the following table:

These companies are all leaders in the robotics industry, and it's no surprise that they're making up a large portion of the ETF's portfolio.

The VanEck Robotics ETF is designed to track the performance of the BlueStar Robotics Index, which means it invests in companies that are part of the robotics industry.

The fund normally invests at least 80% of its total assets in Robotics Companies, which gives you a concentrated exposure to this growing sector.

The BlueStar Robotics Index is made up of equity securities, including depositary receipts of global exchange-listed companies in the robotics industry, so you'll be getting a mix of domestic and international exposure.

The investment objective of a fund is its primary goal, and it's essential to understand what you're investing in. The fund aims to track the BlueStar Robotics Index, which means it will try to match its performance before fees and expenses.

This index is made up of equity securities, including depositary receipts of global exchange-listed companies in the robotics industry. The fund is non-diversified, which means it invests in a concentrated portfolio.

The fund normally invests at least 80% of its total assets in Robotics Companies. This means you can expect a significant portion of your investment to be in companies that are involved in robotics.

Past performance is not a guarantee of future results, so it's essential to be aware of this. The value and income derived from investments may go down as well as up, so be prepared for fluctuations.

For the most up-to-date information, you can get a copy of the fund's factsheet, information, or prospectus from the ETF issuer.

Ibot fees can be a significant expense for investors. High portfolio turnover can translate to higher expenses.

The VanEck Robotics ETF has a portfolio turnover rate of 26%, which is lower than the average portfolio turnover of 53% for the Technology category. This lower turnover rate can help reduce expenses.

In the month of December 2024, the VanEck Robotics ETF returned -2.9%, earning it a grade of D, while the Technology category had an average return of -1.3%. This return was lower than the average return, which can also impact fees.

VanEck has launched the VanEck Robotics ETF (IBOT), a thematic equity ETF offering exposure to leading global companies in the robotics industry.

The ETF seeks to track the performance of MarketVector Index's BlueStar Robotics Index, which provides pure play exposure to the robotics space.

Industrial robotics are experiencing twin tailwinds of increasing demand and declining costs, and the global marketplace for these machines is expected to double in just the next five years.

IBOT aims to give investors a global approach to the robotics industry, ensuring exposure across the main sub-sectors, including robots and manufacturing/industrial automation systems.

Companies must generate at least 50 per cent of their revenues from one of the sub-themes identified by VanEck and MarketVector to be eligible for inclusion in the Index.