BOTZ vs JEPI

Global X Robotics & Artificial Intelligence ETF vs JPMorgan Equity Premium Income ETF

Quick take
  • JEPI has the lower expense ratio at 0.35% vs 0.68% for BOTZ.
  • JEPI pays a higher dividend yield (8.11%).

Side-by-side metrics

MetricBOTZJEPI
Expense ratio
Annual fee. Lower is better.
0.68%0.35%
Dividend yield
Trailing 12-month yield.
0.47%8.11%
AUM
Assets under management — bigger funds are typically more liquid.
$3.52B$44.75B
YTD return
-0.61%2.87%
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.
1.810.43
P/E ratio
35.9626.88
Last price
$36.66$56.64
Inception
Issuer
Global XJPMorgan

BOTZ top holdings

Top holdings · BOTZ
6861.TKeyence Corp9.77%
ABBN.SWABB Ltd9.71%
6954.TFanuc Corp8.69%
NVDANVIDIA Corp8.31%
ISRGIntuitive Surgical Inc6.10%
6273.TSMC Corp4.29%
300124.SZShenzhen Inovance Technology Co Ltd Class A4.09%
6383.TDaifuku Co Ltd3.56%
300757.SZRoboTechnik Intelligent Technology Co Ltd Class A2.79%
CGNXCognex Corp2.56%
Sector breakdown · BOTZ
Consumer Cyclical6.2%
Consumer Defensive0.0%
Technology30.8%
Communication Services4.2%
Utilities0.0%
Industrials50.8%
Healthcare8.0%

JEPI top holdings

Top holdings · JEPI
ABBVAbbVie Inc1.73%
HWMHowmet Aerospace Inc1.69%
JNJJohnson & Johnson1.66%
ETNEaton Corp PLC1.63%
TTTrane Technologies PLC Class A1.61%
LRCXLam Research Corp1.56%
NVDANVIDIA Corp1.52%
AAPLApple Inc1.52%
ROSTRoss Stores Inc1.51%
GOOGLAlphabet Inc Class A1.51%
Sector breakdown · JEPI
Real Estate3.2%
Consumer Cyclical12.0%
Basic Materials2.0%
Consumer Defensive8.9%
Technology18.7%
Communication Services6.4%
Financial Services10.2%
Utilities5.6%
Industrials14.9%
Energy2.7%
Healthcare15.4%

About BOTZ

BOTZ (Global X Robotics & Artificial Intelligence ETF) is Robotics, automation, and AI companies globally. Managed by Global X, the fund carries $3.5B in assets under management, an expense ratio of 0.68%, a dividend yield of 0.47%. Its largest holding is Keyence Corp (6861.T), which represents 9.8% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 6.2%.

About JEPI

JEPI (JPMorgan Equity Premium Income ETF) is Active equity income with covered-call overlay. Managed by JPMorgan, the fund carries $44.7B in assets under management, an expense ratio of 0.35%, a dividend yield of 8.11%. Its largest holding is AbbVie Inc (ABBV), which represents 1.7% of the portfolio. Real Estate is the fund's largest sector exposure at 3.2%.