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BOTZ Robotics ETF (BOTZ)

Robotics · Benchmark: Index Benchmark · Domiciled in US

AUM
$402.2B
Expense ratio
23.00%
Inception
2015-09-15
VMCI-Composite
70/100
5y CAGR
5.0%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

BOTZ Robotics ETF — analysis

BOTZ's headline numbers: $402.2B AUM, 23 bps expense ratio, 2015 inception. Category: Robotics. Benchmark: Index Benchmark. BOTZ Robotics ETF is the issuer-titled fund managed against that index since launch.

BOTZ VMCI-Composite: 70/100. The metric weighs the underlying companies' VMCI by their fund weight (top 10), so it captures whether the index methodology is selecting fundamentally cheaper, higher-quality, or lower-risk names. Read: above-average composite quality.

Trailing total return on BOTZ: 5.0% 5y CAGR. The Index Benchmark index returned 4.0% per year over the same window, leaving the fund above index by 1.0 pp annualized.

Income line on BOTZ: 3.50% trailing yield, 2.0% 5-year distribution CAGR. The starting yield combined with the growth rate is the standard back-of-envelope for total-income compounding inside the fund.

Holdings detail for BOTZ: 31% in top 10 (AAPL 3.69% the largest), with Technology at 34% of the allocation. The remaining sector mix spreads across 11 categories.

For a robotics allocation, the comparable trio to BOTZ is SPY, VOO, VTI. The screener and ETF browse pages on ValueMarkers let you sort all four side-by-side on AUM, cost, return, and yield.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.69%75
2MSFT3.49%53
3NVDA3.49%72
4AMZN3.40%79
5GOOGL3.10%65
6META2.90%66
7BRK-B2.90%87
8TSLA2.66%45
9V2.61%67
10JPM2.51%86
11UNH2.21%42
12XOM2.02%79
13JNJ2.02%71
14PG1.92%40
15MA1.82%63
16HD1.53%71
17MRK1.48%55
18AVGO1.18%78
19PEP0.98%64
20COST1.13%56
21KO0.79%55
22WMT0.54%43
23BAC0.69%73
24CVX0.54%66
25ADBE0.39%85

Performance & income

YTD
-2.0%
1y total return
-28.8%
3y CAGR
3.4%
5y CAGR vs benchmark
5.0% / 4.0%
Dividend yield
3.50%
5y distribution CAGR
2.0%

Comparable ETFs

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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