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Upturn AI SWOT - About
Global X Robotics & Artificial Intelligence ETF (BOTZ)
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Upturn Advisory Summary
03/24/2025: BOTZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 8.52% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 588336 | Beta 1.5 | 52 Weeks Range 26.60 - 34.86 | Updated Date 04/2/2025 |
52 Weeks Range 26.60 - 34.86 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X Robotics & Artificial Intelligence ETF
ETF Overview
Overview
The Global X Robotics & Artificial Intelligence ETF (BOTZ) seeks to invest in companies that potentially stand to benefit from increased adoption and utilization of robotics and artificial intelligence (AI), including those involved with industrial robotics and automation, non-industrial robots, and autonomous vehicles.
Reputation and Reliability
Global X ETFs is a well-established issuer known for its thematic ETFs, providing investors access to innovative and emerging industries. They are generally considered reliable with a solid track record.
Management Expertise
Global X has a dedicated investment team focused on thematic investing, possessing expertise in identifying and analyzing companies involved in disruptive technologies like robotics and AI.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx Global Robotics & Artificial Intelligence Thematic Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index, a rules-based index designed to provide exposure to companies involved in robotics and AI.
Composition The ETF primarily holds stocks of companies involved in robotics, AI, and automation, generally weighted by market capitalization, with adjustments for diversification.
Market Position
Market Share: BOTZ holds a significant market share within the robotics and AI ETF sector.
Total Net Assets (AUM): 2474900000
Competitors
Key Competitors
- ROBO
- IRBO
- ARKQ
Competitive Landscape
The robotics and AI ETF market is moderately competitive. BOTZ is one of the largest and most liquid ETFs in the space. Its strengths include its established brand and focused investment strategy. Potential disadvantages could include a relatively higher expense ratio compared to some broad market ETFs, and sector concentration risk.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and the performance of the underlying holdings. Check recent performance data for specifics.
Benchmark Comparison: BOTZ's performance should be compared to the Indxx Global Robotics & Artificial Intelligence Thematic Index to assess tracking effectiveness.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
BOTZ generally has high trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight for BOTZ due to its high trading volume, reducing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements, government regulations, and increased adoption of robotics and AI in various industries influence BOTZ's performance.
Growth Trajectory
BOTZ exhibits a growth trend driven by the expanding robotics and AI industries, with occasional strategy adjustments based on index changes and market conditions.
Moat and Competitive Advantages
Competitive Edge
BOTZ benefits from its first-mover advantage as one of the earliest thematic ETFs focused on robotics and AI. It leverages Global X's reputation and distribution network. It provides targeted exposure to the robotics and AI sector, which appeals to investors seeking focused thematic investments. Its high AUM and trading volume provide liquidity advantages compared to smaller competitors.
Risk Analysis
Volatility
BOTZ may exhibit higher volatility than broad market ETFs due to its concentrated sector exposure and the growth-oriented nature of robotics and AI companies.
Market Risk
BOTZ is subject to market risk, especially sector-specific risks related to robotics, AI, and technological innovation. Regulatory changes, technological obsolescence, and economic downturns could negatively impact the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor for BOTZ is someone seeking targeted exposure to the robotics and AI sector, with a long-term investment horizon and tolerance for moderate to high volatility.
Market Risk
BOTZ is suitable for long-term investors seeking thematic exposure. It may not be ideal for conservative investors or those seeking short-term gains due to its volatility.
Summary
The Global X Robotics & Artificial Intelligence ETF (BOTZ) offers targeted exposure to the rapidly growing robotics and AI industries. It's a popular ETF with high liquidity. Investors should be aware of its higher expense ratio and sector-specific risks. It's best suited for long-term investors with a moderate risk tolerance who are bullish on the future of robotics and AI.
Similar Companies
- ROBO
- IRBO
- ARKQ
- QQQ
- SMH
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and after consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X Robotics & Artificial Intelligence ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to exchange-listed companies in developed markets that are involved in the development of robotics and/or artificial intelligence as defined by Indxx, the provider of the underlying index. The fund is non-diversified.
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