BOTZGlobal X Robotics & Artificial Intelligence ETF

Grow my money10y track recordRanked #656 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index.

By Global X Funds · Launched 2016

Annual Cost

0.68%

#3,674 of 6,040 · average

Fund Size

$3.4B

#572 of 6,040 · large

Return (1Y)

+2.4%

Track Record

10 years

#1,446 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,813-1.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

Artificial Intelligence

Index tracked

Indxx Global Robotics & Artificial Intelligence Thematic Index

Holdings

By weight

Concentration

Top 10 holdings = 63.8% of fundconcentrated

ABB Ltd

10.5%

NVIDIA CORPORATION

10.0%

FANUC CORPORATION

9.7%

KEYENCE CORPORATION

6.4%

INTUITIVE SURGICAL, INC.

5.8%

DAIFUKU CO.,LTD.

5.3%

BNYREPOS

4.7%

SMC CORPORATION

4.5%

Rainbow Robotics

3.8%

YASKAWA Electric Corporation

3.2%

Asset allocation

Stocks

100.0%

By sector

Industrials

48.0%

Technology

34.5%

Healthcare

8.0%

Consumer Cyclical

5.6%

Communication

3.9%

Consumer Defensive

0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

26.8%High

Year-on-year price swings

Max drawdown

-55.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.39Below average

Sortino (3Y)

0.57Moderate downside risk

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks investment results that correspond generally to the price and yield performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index.
Strategy: Invests at least 80% of total assets in securities of the Indxx Global Robotics & Artificial Intelligence Thematic Index, which includes large-, mid-, and small-cap companies in developed markets and China involved in robotics and artificial intelligence. The Fund uses a replication strategy to achieve its investment objective, focusing on industrials and information technology sectors.
Inception date: September 12, 2016
Fund family: Global X Funds