BOTZ vs EPI

Global X Robotics & Artificial Intelligence ETF vs WisdomTree India Earnings Fund

Quick take
  • BOTZ has the lower expense ratio at 0.68% vs 0.84% for EPI.
  • BOTZ pays a higher dividend yield (0.62%).

Side-by-side metrics

MetricBOTZEPI
Expense ratio
Annual fee. Lower is better.
0.68%0.84%
Dividend yield
Trailing 12-month yield.
0.62%0.00%
AUM
Assets under management — bigger funds are typically more liquid.
$3.44B$2.19B
YTD return
10.07%-5.21%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.710.60
P/E ratio
39.6617.77
Last price
$39.83$43.71
Inception
Issuer
Global XWisdomTree

BOTZ top holdings

Top holdings · BOTZ
ABBN.SWABB Ltd8.88%
6861.TKeyence Corp8.82%
6954.TFanuc Corp8.34%
NVDANVIDIA Corp8.21%
ISRGIntuitive Surgical Inc6.95%
6273.TSMC Corp4.71%
300124.SZShenzhen Inovance Technology Co Ltd Class A4.16%
6383.TDaifuku Co Ltd3.48%
9660.HKHorizon Robotics Class B2.45%
GOOGLAlphabet Inc Class A2.41%
Sector breakdown · BOTZ
Consumer Cyclical6.1%
Basic Materials0.0%
Consumer Defensive0.0%
Technology31.8%
Communication Services4.5%
Utilities0.0%
Industrials48.6%
Healthcare9.0%

EPI top holdings

Top holdings · EPI
RELIANCE.NSReliance Industries Ltd6.94%
HDFCBANK.NSHDFC Bank Ltd5.45%
ICICIBANK.NSICICI Bank Ltd5.28%
SBIN.NSState Bank of India3.42%
INFY.NSInfosys Ltd3.21%
500312Oil & Natural Gas Corp Ltd2.98%
COALINDIA.NSCoal India Ltd2.60%
NTPC.BONTPC Ltd2.25%
HINDALCO.NSHindalco Industries Ltd2.23%
POWERGRID.BOPower Grid Corp Of India Ltd2.03%
Sector breakdown · EPI
Real Estate0.8%
Consumer Cyclical7.6%
Basic Materials13.8%
Consumer Defensive3.5%
Technology8.7%
Communication Services1.9%
Financial Services25.3%
Utilities7.4%
Industrials9.1%
Energy16.6%
Healthcare5.2%

About BOTZ

BOTZ (Global X Robotics & Artificial Intelligence ETF) is Robotics, automation, and AI companies globally. Managed by Global X, the fund carries $3.4B in assets under management, an expense ratio of 0.68%, a dividend yield of 0.62%. Its largest holding is ABB Ltd (ABBN.SW), which represents 8.9% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 6.1%.

About EPI

EPI (WisdomTree India Earnings Fund) is Indian companies weighted by earnings. Managed by WisdomTree, the fund carries $2.2B in assets under management, an expense ratio of 0.84%. Its largest holding is Reliance Industries Ltd (RELIANCE.NS), which represents 6.9% of the portfolio. Real Estate is the fund's largest sector exposure at 0.8%.