ROBO - ETF AI Analysis
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ROBO Global Robotics & Automation Index ETF (ROBO)
Rating:59Neutral
Price Target:―
Positive Factors
Broad Global Exposure
The fund invests across multiple countries, with meaningful stakes in the U.S., Japan, and Europe, helping reduce reliance on any single market.
Balanced Sector Mix in Robotics Theme
Holdings are spread mainly across technology and industrial companies, giving investors diversified access to the robotics and automation space rather than a narrow tech-only bet.
Generally Strong Top Holdings
Most of the largest positions have shown strong or steady performance so far this year, supporting the ETF’s overall gains.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Recent Short-Term Weakness
Despite solid year-to-date results, the ETF has seen weak performance over the past month, showing that it can be volatile in the short run.
Some Lagging Holdings
At least one of the top positions has delivered weak performance this year, which can drag on the fund if those stocks do not recover.
ROBO vs. SPDR S&P 500 ETF (SPY)
AUM1.99B
RegionGlobal
Expense Ratio0.95%
Beta1.34
IssuerROBO Global
Inception DateOct 22, 2013
Dividend Yield0.37%
Asset ClassEquity
Index TrackedROBO Global Robotics and Automation TR Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume136,411
30 Day Avg. Volume238,807
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
96.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROBO Summary
ROBO Global Robotics & Automation Index ETF is a fund that follows the ROBO Global Robotics and Automation TR Index, focusing on companies involved in robotics and artificial intelligence. It holds a mix of technology and industrial firms from around the world, including well-known names like Rockwell Automation and Illumina. Investors might consider ROBO if they want growth potential from the long-term trend toward automation in factories, healthcare, and everyday products, while still getting diversification across many companies and countries. A key risk is that it is heavily focused on robotics and tech-related businesses, so its price can rise and fall sharply with that sector.
How much will it cost me?The ROBO ETF has an expense ratio of 0.95%, which means you’ll pay $9.50 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized niche of robotics and AI companies, requiring more research and management effort.
What would affect this ETF?The ROBO ETF could benefit from increasing global demand for robotics and AI technologies, driven by advancements in automation across industries like manufacturing and healthcare. However, it may face challenges from rising interest rates, which could impact technology investments, or regulatory changes affecting AI development. Its global exposure and focus on innovative companies provide growth opportunities but also expose it to geopolitical risks and economic slowdowns in key markets.
ROBO Top 10 Holdings
ROBO is essentially a global bet on the rise of robotics and industrial automation, with names like Teradyne and Illumina doing much of the heavy lifting thanks to their strong, AI‑linked momentum. Industrial automation leaders Rockwell and Emerson are more steady contributors, helping anchor returns even when markets wobble. On the flip side, Ambarella’s mixed performance has been a bit of a speed bump, reflecting challenges in turning its AI ambitions into consistent gains. With a heavy tilt toward tech and industrials and meaningful exposure to Japan and Europe, this ETF is tightly wired to the global automation story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ambarella | 2.10% | $41.61M | $3.77B | 29.17% | 59 Neutral | |
| Illumina | 1.92% | $38.13M | $31.03B | 101.30% | 71 Outperform | |
| Rockwell Automation | 1.90% | $37.76M | $53.42B | 37.36% | 71 Outperform | |
| Fanuc Corporation | 1.74% | $34.54M | ¥6.60T | 39.75% | 74 Outperform | |
| GEA Group AG | 1.72% | $34.13M | €9.96B | -0.63% | 61 Neutral | |
| Yokogawa Electric | 1.71% | $34.01M | ¥1.48T | 35.81% | 78 Outperform | |
| Teradyne | 1.68% | $33.26M | $57.56B | 246.01% | 71 Outperform | |
| Emerson Electric Company | 1.67% | $33.13M | $83.91B | 8.58% | 76 Outperform | |
| JBT Marel | 1.64% | $32.47M | $7.21B | 6.46% | 73 Outperform | |
| Novanta | 1.62% | $32.23M | $5.08B | 19.62% | 70 Neutral |
ROBO Technical Analysis
Positive
―
Price Trends
83.06
Positive
79.96
Positive
75.61
Positive
Market Momentum
-0.64
Negative
59.66
Neutral
92.52
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROBO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 79.66, equal to the 50-day MA of 83.06, and equal to the 200-day MA of 75.61, indicating a bullish trend. The MACD of -0.64 indicates Negative momentum. The RSI at 59.66 is Neutral, neither overbought nor oversold. The STOCH value of 92.52 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROBO.
ROBO Peer Comparison
Comparison Results
Performance Comparison
ROBO
ROBO Global Robotics & Automation Index ETF
84.34
21.60
34.43%
ARKK
Ark Innovation Etf
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―
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GNR
SPDR S&P Global Natural Resources ETF
―
―
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XT
iShares Exponential Technologies ETF
―
―
―
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
―
―
―
ARKQ
ARK Autonomous Technology & Robotics ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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