BOTZ vs MTUM

Global X Robotics & Artificial Intelligence ETF vs iShares MSCI USA Momentum Factor ETF

Quick take
  • MTUM has the lower expense ratio at 0.15% vs 0.68% for BOTZ.
  • MTUM pays a higher dividend yield (0.54%).

Side-by-side metrics

MetricBOTZMTUM
Expense ratio
Annual fee. Lower is better.
0.68%0.15%
Dividend yield
Trailing 12-month yield.
0.47%0.54%
AUM
Assets under management — bigger funds are typically more liquid.
$3.52B$29.05B
YTD return
-0.61%26.03%
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.
1.811.24
P/E ratio
35.9633.39
Last price
$36.66$324.21
Inception
Issuer
Global XiShares

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%

MTUM top holdings

Top holdings · MTUM
MUMicron Technology Inc7.19%
INTCIntel Corp5.49%
AMDAdvanced Micro Devices Inc5.44%
CATCaterpillar Inc4.17%
AVGOBroadcom Inc4.00%
LRCXLam Research Corp4.00%
AMATApplied Materials Inc3.86%
GEVGE Vernova Inc3.18%
JNJJohnson & Johnson3.06%
XOMExxon Mobil Corp2.89%
Sector breakdown · MTUM
Real Estate1.2%
Consumer Cyclical2.6%
Basic Materials1.9%
Consumer Defensive3.4%
Technology53.2%
Communication Services4.4%
Financial Services4.7%
Utilities0.6%
Industrials15.4%
Energy9.1%
Healthcare3.6%

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 MTUM

MTUM (iShares MSCI USA Momentum Factor ETF) is US large-caps with momentum tilt. Managed by iShares, the fund carries $29.0B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.54%. Its largest holding is Micron Technology Inc (MU), which represents 7.2% of the portfolio. Real Estate is the fund's largest sector exposure at 1.2%.