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ROBO - ETF AI Analysis
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ROBO Global Robotics & Automation Index ETF (ROBO)
Rating:59Neutral
Price Target:―
Positive Factors
Broad Robotics Focus
The fund offers targeted exposure to robotics and automation companies across multiple countries, giving investors access to a specialized growth theme.
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Strong and Diverse Top Holdings
Several of the largest positions, including companies like Ondas Holdings, Novanta, Teradyne, Illumina, and others, have delivered strong or steady year-to-date performance, helping support the fund’s returns while keeping any single stock at a relatively small weight.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration in Industrials and Technology
A large majority of assets are in industrials and technology, which increases sensitivity to downturns in these specific sectors.
Exposure to Some Weak Holdings
At least one notable holding, such as Intuitive Surgical, has shown weak year-to-date performance, which can drag on overall fund results if the weakness continues.
ROBO vs. SPDR S&P 500 ETF (SPY)
AUM1.57B
RegionGlobal
Expense Ratio0.95%
Beta1.26
IssuerROBO Global
Inception DateOct 22, 2013
Dividend Yield0.41%
Asset ClassEquity
Index TrackedROBO Global Robotics and Automation TR Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume243,792
30 Day Avg. Volume212,744
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
85.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering68
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROBO Summary
ROBO Global Robotics & Automation Index ETF (ROBO) tracks the ROBO Global Robotics and Automation TR Index, focusing on companies involved in robotics and artificial intelligence. It holds a mix of industrial and technology firms from around the world, including well-known names like Rockwell Automation and Intuitive Surgical. Investors might consider ROBO if they want targeted exposure to the long-term growth of automation and AI across manufacturing, healthcare, and other sectors. A key risk is that it is heavily focused on robotics and tech-related companies, so its price can be more volatile and may fall sharply if this theme goes out of favor.
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 riding a global robotics and automation wave, with testing and automation names like Teradyne and IPG Photonics doing much of the heavy lifting as their shares have been steadily rising. Japanese industrial stars such as Fuji and Daifuku are also climbing, giving the fund a strong overseas tilt alongside U.S. leaders like Deere. Fanuc, by contrast, has been more mixed lately, occasionally losing steam despite solid fundamentals. Overall, the ETF is clearly concentrated in industrial and tech automation plays rather than broad-market giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teradyne | 2.26% | $35.46M | $44.84B | 230.20% | 71 Outperform | |
| Fuji | 2.20% | $34.58M | ¥513.19B | 112.31% | 77 Outperform | |
| IPG Photonics | 2.13% | $33.43M | $4.68B | 78.23% | 58 Neutral | |
| Jenoptik | 1.87% | $29.32M | €1.51B | 15.03% | 70 Outperform | |
| Fanuc Corporation | 1.79% | $28.06M | ¥5.65T | 41.18% | 74 Outperform | |
| Harmonic Drive Systems | 1.74% | $27.30M | ¥404.79B | 13.00% | 64 Neutral | |
| Novanta | 1.73% | $27.18M | $4.17B | -14.19% | 70 Neutral | |
| SMC (OR) | 1.69% | $26.45M | ¥4.14T | 6.60% | 72 Outperform | |
| Daifuku Co | 1.66% | $26.08M | ¥2.17T | 34.06% | 72 Outperform | |
| Yokogawa Electric | 1.63% | $25.63M | ¥1.43T | 65.69% | 78 Outperform |
ROBO Technical Analysis
Negative
―
Price Trends
74.33
Negative
71.33
Negative
66.74
Positive
Market Momentum
-0.99
Positive
30.14
Neutral
21.52
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROBO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 75.67, equal to the 50-day MA of 74.33, and equal to the 200-day MA of 66.74, indicating a neutral trend. The MACD of -0.99 indicates Positive momentum. The RSI at 30.14 is Neutral, neither overbought nor oversold. The STOCH value of 21.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ROBO.
ROBO Peer Comparison
Comparison Results
Performance Comparison
ROBO
ROBO Global Robotics & Automation Index ETF
71.11
15.33
27.48%
IGF
iShares Global Infrastructure ETF
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―
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CIBR
First Trust NASDAQ Cybersecurity ETF
―
―
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BAI
iShares A.I. Innovation and Tech Active ETF
―
―
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GRID
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
―
―
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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.
Disclaimer
This 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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