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Upturn AI SWOT - About
Robo Global® Robotics and Automation Index ETF (ROBO)
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Upturn Advisory Summary
09/11/2025: ROBO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.44 | 52 Weeks Range 43.17 - 61.30 | Updated Date 06/30/2025 |
52 Weeks Range 43.17 - 61.30 | Updated Date 06/30/2025 |
Upturn AI SWOT
Robo Global® Robotics and Automation Index ETF
ETF Overview
Overview
The Robo Globalu00ae Robotics and Automation Index ETF (ROBO) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the ROBO Globalu00ae Robotics and Automation Index. It invests in companies involved in the robotics, automation, and artificial intelligence sectors.
Reputation and Reliability
ROBO Global is a reputable provider of robotics and automation indices and ETFs, known for its focused thematic investment approach.
Management Expertise
ROBO Global has a specialized team with expertise in robotics, automation, and AI, providing in-depth industry knowledge.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the ROBO Globalu00ae Robotics and Automation Index.
Investment Approach and Strategy
Strategy: The ETF tracks the ROBO Globalu00ae Robotics and Automation Index, a benchmark designed to measure the performance of companies involved in the robotics and automation sectors.
Composition The ETF holds a basket of stocks of companies across the globe that are involved in robotics and automation, including industrial automation, healthcare robotics, and AI.
Market Position
Market Share: ROBO holds a significant portion of the robotics and automation ETF market.
Total Net Assets (AUM): 1270000000
Competitors
Key Competitors
- BOTZ
- IRBO
- ARKQ
Competitive Landscape
The robotics and automation ETF market is competitive, with several ETFs offering exposure to the sector. ROBO benefits from its established brand and focused index, while competitors may offer different weighting methodologies or exposure to specific sub-sectors. ROBO's broad, rules-based approach offers diversification but may lack the concentrated exposure some investors seek.
Financial Performance
Historical Performance: Historical performance data is not static, but generally tracks the growth of the robotics and automation sectors.
Benchmark Comparison: The ETF's performance is intended to closely track the ROBO Globalu00ae Robotics and Automation Index.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The ETF generally maintains reasonable trading volume, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is usually tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements, and increased adoption of automation across industries influence the performance of ROBO.
Growth Trajectory
Growth is driven by increasing demand for automation, advancements in AI, and expansion into new markets.
Moat and Competitive Advantages
Competitive Edge
ROBOu2019s moat stems from its established brand recognition and the credibility of the ROBO Globalu00ae Robotics and Automation Index. Its well-defined, rules-based index construction differentiates it. The company's established presence and focused approach in a rapidly growing sector provides a competitive edge. It has a first-mover advantage and strong network effects within the robotics investment community.
Risk Analysis
Volatility
The ETF's volatility is generally moderate, reflecting the growth-oriented nature of the underlying technology sector.
Market Risk
The ETF is subject to market risk, particularly related to technology sector valuations and economic cycles, as well as risks specific to foreign markets given its global holdings.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term growth and exposure to the robotics and automation sectors.
Market Risk
The ETF is best suited for long-term investors with a higher risk tolerance, given the growth-oriented nature of the underlying sector.
Summary
The Robo Globalu00ae Robotics and Automation Index ETF (ROBO) offers investors access to the high-growth robotics and automation sectors. The ETF tracks the ROBO Globalu00ae Robotics and Automation Index, providing exposure to a diverse range of companies involved in these technologies. With its established presence, focused thematic approach, and moderate expense ratio, ROBO presents a compelling option for investors seeking long-term growth in the robotics and automation space. However, investors should consider the risks associated with sector-specific investments and international exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ROBO Global Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 Robo Global® Robotics and Automation Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its total assets in securities of the index or in depositary receipts representing securities of the index. The index is designed to measure the performance of robotics-related and/or automation-related companies. The fund may invest up to 20% of its assets in investments that are not included in the index, but which the Adviser and Sub-Adviser believe will help it track the index. It is non-diversified.
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