# Robotics ETFs: 10 funds, largest first

> ETFIQ covers 10 robotics ETFs. The largest are BOTZ ($3.3bn), ROBO ($2.0bn) and ARKQ ($1.8bn); fees run 0.47% to 0.99%, as of Jul 31 to Oct 26, 2026.

Data as of Oct 27, 2026. Rebuilt every trading night.

Data as of Oct 27, 2026 .

## Robotics ETFs: what each one holds

See every robotics ETF by what it holds, not by its name. Funds that hold the makers of industrial robots and factory automation, and the parts and software inside them. 10 funds, largest first. Updated Oct 27, 2026. The typical fund carries 22% of its weight in S&P 500 stocks, the 32nd most of the 53 themes with holdings on file.

10 US listed robotics ETFs

$3.3bn The largest, BOTZ

0.47% The cheapest, IBOT

+20.5% Best one year, IBOT

### The short answers

Least like the S&P 500 JEDI , Defiance Drone and Modern Warfare ETF, 4.8% of its weight in S&P 500 companies. Closest pair ROBO and RTOO , 35% of their weight in the same companies.

### What these funds actually own

Between them the 9 funds' ten largest holdings name 79 companies, of which 10 appear in more than one. NVIDIA CORP is among the ten largest of 3 of them, at an average of 5.4% of the fund.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| NVIDIA CORP NVDA | 3 of 9 | 5.4% | 6.0% in ARKQ |
| Ondas Inc ONDS | 2 of 9 | 11.0% | 12.6% in DRNZ |
| TESLA INC TSLA | 2 of 9 | 9.1% | 12.4% in ARKQ |
| SPACE EXPLORATION TECHN-CL A SPCX | 2 of 9 | 6.5% | 8.8% in ARKQ |
| Unusual Machines Inc /us UMAC | 2 of 9 | 5.9% | 5.9% in JEDI |
| FANUC CORPORATION | 2 of 9 | 5.4% | 9.0% in BOTZ |
| Keyence Corp 6861 JP | 2 of 9 | 4.9% | 5.9% in IBOT |
| Red Cat Holdings Inc RCAT | 2 of 9 | 4.3% | 5.0% in DRNZ |
| Rockwell Automation Inc ROK | 2 of 9 | 3.4% | 3.7% in IBOT |
| Fanuc Corp 6954 JP | 2 of 9 | 2.8% | 3.0% in RTOO |
| AeroVironment Inc AVAV | 1 of 9 | 13.1% | 13.1% in DRNZ |
| Next Vision Stabilized Systems NXSN | 1 of 9 | 11.6% | 11.6% in DRNZ |
| KEYENCE CORPORATION | 1 of 9 | 9.3% | 9.3% in BOTZ |
| ABB Ltd | 1 of 9 | 9.0% | 9.0% in BOTZ |
| NVIDIA CORPORATION | 1 of 9 | 8.3% | 8.3% in BOTZ |

The 15 most widely held of 79. Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.

### The 10 largest robotics ETFs

ETFIQ covers 10 robotics ETFs. The largest are BOTZ ( $3.3bn ), ROBO ( $2.0bn ) and ARKQ ( $1.8bn ); fees run 0.47% to 0.99% , as of Jul 31 to Oct 26, 2026 .

- BOTZ Global X Robotics & Artificial Intelligence ETF $3.3bn 0.68%

- ROBO ROBO Global Robotics and Automation Index ETF $2.0bn 0.95%

- ARKQ ARK Autonomous Technology & Robotics ETF $1.8bn 0.75%

- FBOT Fidelity Disruptive Automation ETF $213m 0.50%

- JEDI Defiance Drone and Modern Warfare ETF $131m 0.99%

- IBOT VanEck Robotics ETF $98m 0.47%

- DRNZ REX Drone ETF $96m 0.65%

- RBTX iShares Future Robotics and Related Technologies Active ETF $9.8m 0.65%

- RTOO VistaShares Robotics Supercycle ETF $3.3m 0.75%

- CROB Defiance China Robotics ETF $2.3m 0.89%

| Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| BOTZ | Global X Robotics & Artificial Intelligence ETF | Global X | $3.3bn | 18.6% | 88.2% | −11.9% | not measured | 0.68% |
| ROBO | ROBO Global Robotics and Automation Index ETF | ROBO Global | $2.0bn | 22.4% | 96.2% | +10.3% | not measured | 0.95% |
| ARKQ | ARK Autonomous Technology & Robotics ETF | ARK | $1.8bn | 55.7% | 80.2% | −3.5% | −17.1 pts vs VOO | 0.75% |
| FBOT | Fidelity Disruptive Automation ETF | Fidelity | $213m | 44.0% | 85.2% | +12.8% | not measured | 0.50% |
| JEDI | Defiance Drone and Modern Warfare ETF | Defiance | $131m | 4.8% | 98.9% | −17.5% | not measured | 0.99% |
| IBOT | VanEck Robotics ETF | VanEck | $98m | 32.0% | 90.6% | +20.5% | +7.4 pts vs ACWI | 0.47% |
| DRNZ | REX Drone ETF | REX | $96m | 15.4% | 97.3% | first traded 363 days ago | · | 0.65% |
| RBTX | iShares Future Robotics and Related Technologies Active ETF | iShares | $9.8m | 33.5% | 85.2% | first traded 6 days ago | · | 0.65% |
| RTOO | VistaShares Robotics Supercycle ETF | VistaShares | $3.3m | 6.0% | 98.9% | first traded 103 days ago | · | 0.75% |
| CROB | Defiance China Robotics ETF | Defiance | $2.3m | holds a swap | holds a swap | first traded 70 days ago | · | 0.89% |

### How much of each pair is the same fund

The closest pair is ROBO and RTOO , which hold 35% of their weight in the same companies. The furthest apart is IBOT and JEDI at 0%. The middle pair of the 36 is 17%. The grid is the 9 largest of 10 funds.

| | BOTZ | ROBO | ARKQ | FBOT | JEDI | IBOT | DRNZ | RBTX | RTOO |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| BOTZ | · | 25% | 17% | 22% | 2% | 31% | 2% | 23% | 29% |
| ROBO | 25% | · | 11% | 25% | 2% | 30% | 1% | 15% | 35% |
| ARKQ | 17% | 11% | · | 27% | 18% | 8% | 7% | 23% | 4% |
| FBOT | 22% | 25% | 27% | · | 3% | 27% | 3% | 19% | 28% |
| JEDI | 2% | 2% | 18% | 3% | · | 0% | 31% | 1% | 1% |
| IBOT | 31% | 30% | 8% | 27% | 0% | · | 1% | 19% | 29% |
| DRNZ | 2% | 1% | 7% | 3% | 31% | 1% | · | 0% | 0% |
| RBTX | 23% | 15% | 23% | 19% | 1% | 19% | 0% | · | 20% |
| RTOO | 29% | 35% | 4% | 28% | 1% | 29% | 0% | 20% | · |

Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.

### What each fund holds alone

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| BOTZ | RoboTechnik Intelligent Technology Co Ltd | 2.7% | 12.1% |
| ROBO | ILLUMINA, INC. | 1.9% | 31.8% |
| ARKQ | TAIWAN SEMICONDUCTOR-SP ADR TSM | 3.5% | 15.2% |
| FBOT | TAIWAN SEMICONDUCTOR MFG CO LTD | 6.5% | 24.2% |
| JEDI | Redwire Corp RDW | 7.8% | 48.1% |
| IBOT | ASML Holding NV | 5.3% | 38.0% |
| DRNZ | Next Vision Stabilized Systems NXSN | 11.6% | 37.1% |
| RBTX | ARM HOLDINGS AMERICAN DEPOSITARY S ARM | 3.4% | 36.5% |
| RTOO | China Leadshine Technology Co Ltd 002979 C2 | 2.5% | 19.9% |

### Questions people ask

How many robotics ETFs are there? ETFIQ covers 10 US listed robotics ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings. What is the largest robotics ETF? BOTZ , Global X Robotics & Artificial Intelligence ETF, at $3.3bn in net assets as of Oct 12, 2026, the largest of the 10 robotics ETFs with a published size. What is the cheapest robotics ETF? IBOT , VanEck Robotics ETF, at 0.47% a year by its prospectus filed Jan 27, 2026, the lowest fee of the 10 robotics ETFs that publish one. Which robotics ETF has performed best over the past year? IBOT , VanEck Robotics ETF, at +20.5% total return over the year to Oct 27, 2026, the highest of the 6 robotics ETFs with a full year of trading behind them. Past returns do not predict future ones. What do robotics ETFs hold? Funds that hold the makers of industrial robots and factory automation, and the parts and software inside them. Between them the 9 robotics ETFs ETFIQ can read name 79 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 26, 2026, most widely NVIDIA CORP, which is among the ten largest of 3 of them. Do robotics ETFs hold the same companies? It depends which two. Across the 36 pairs of the 9 robotics ETFs with a full published book, by holdings dated May 31, 2026 to Oct 26, 2026, ROBO and RTOO hold 35% of their weight in the same companies, IBOT and JEDI hold 0%, and the middle pair holds 17%. Two funds sold on one theme are not the same fund.

### What the issuers say about this theme

The issuers behind these robotics funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

| Issuer | What they publish | Kind |
| --- | --- | --- |
| Global X | Global X Insights, including The Next Big Theme | Their research index |
| ARK | ARK Invest articles | Their research index |
| Defiance | Defiance Insights | Their research index |
| VanEck | VanEck Insights | Their research index |
| iShares | iShares Portfolio Insights | Their research index |

### Where to next

### Sources

Links are sources, not endorsements.

ETFIQ is an independent publisher and makes no recommendations. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Robotics ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/robotics
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/themes/robotics