IBOTVaneck Robotics ETF

Grow my money3y track recordRanked #1,533 of 2,960 in this goal

Seeks to track the price and yield performance of the BlueStar Robotics Index.

By VanEck · Launched 2023

Annual Cost

0.47%

#2,305 of 5,562 · average

Fund Size

$89M

#3,057 of 5,562 · mid-size

Return (1Y)Goal

+57.1%

Track Record

3 years

#2,976 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$15,646+56.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

Robotics & Automation

Index tracked

BlueStar Robotics Index

What it actually holds

By weight

Concentration

Top 10 holdings = 42.3% of fundmoderately concentrated

Keyence Corp

5.2%

NVIDIA Corp

5.1%

ABB Ltd

5.0%

Autodesk Inc

5.0%

Emerson Electric Co

4.9%

ASML Holding NV

4.8%

Rockwell Automation Inc

4.0%

Denso Corp

3.2%

FANUC Corp

3.1%

Dassault Systemes SE

2.1%

Asset allocation

Stocks

100.0%

By sector

Technology

50.6%

Industrials

44.1%

Energy

2.3%

Consumer Cyclical

2.2%

Healthcare

0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

23.2%High

Year-on-year price swings

Max drawdown

-25.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.85Decent risk-adjusted returns

Sortino (3Y)

1.25Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Market, NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the BlueStar Robotics Index.
Strategy: Invests primarily in Robotics Companies, aiming to replicate the Robotics Index's performance. The Fund may use a replication strategy or representative sampling to approximate the Index, which includes companies in robotics and automation sectors.
Inception date: April 5, 2023
Fund family: VanEck