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CABZRoundhill Robotaxi, Autonomous Vehicles & Technology ETF

DiversifierNewRanked #197 of 240 in this goal

Seeks to provide capital appreciation.

By Roundhill Investments · Launched 2026

Annual Cost

0.59%

#3,001 of 5,562 · average

Fund Size

$2M

#5,391 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,177 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,417-5.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Strategy

Structured outcome

What it actually holds

By weight

Concentration

Top 10 holdings = 57.0% of fundmoderately concentrated

Tesla IncTSLA
8.3%
Ouster Inc Ordinary Shares - Class AOUST
7.5%
Aeva Technologies Inc Ordinary SharesAEVA
6.9%
Alphabet Inc Class AGOOGL
6.1%
Aurora Innovation Inc Class AAUR
5.5%
Baidu Inc ADRBIDU
5.1%
Uber Technologies IncUBER
4.6%
Mobileye Global Inc Ordinary Shares - Class AMBLY
4.5%
Pony AI Inc ADRPONY
4.4%
WeRide Inc ADRWRD
4.2%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
53.5%
Consumer Cyclical
35.3%
Communication
11.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-22.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide capital appreciation.
Strategy
Actively managed ETF investing primarily in equity securities of Robotaxi, Autonomous Vehicles and Technology Companies. Targets companies with at least 50% revenues from robotaxi-related activities, including hardware, software, and operational services. Invests at least 80% of net assets in these companies, with a minimum market cap of $500 million and average daily trading volume of $1 million. May invest in U.S. and non-U.S. companies, including ADRs and China A-Shares. Concentrates in industrials, information technology, and consumer discretionary sectors.
Inception date
January 13, 2026
Fund family
Roundhill Investments

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Thematic
Warning

Thematic ETF — launched after the rally

Thematic funds are typically launched after a theme has delivered its strong returns. Morningstar's 2024 Global Thematic Funds Landscape finds that only about 1 in 10 thematic funds have survived and beaten a broad global equity benchmark over the past 15 years — roughly 60% have been closed outright. The narrative is always compelling; the track record rarely is.

Source: Morningstar, 'Global Thematic Funds Landscape' (2024)

Why we flagged this: Narrow thematic name, launched in the last 3 years, $2M in assets (under our $500M threshold).

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19