BOTZ vs. IQM ETF Comparison

Comparison of Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) to Franklin Intelligent Machines ETF (IQM)

BOTZ

Global X Robotics & Artificial Intelligence Thematic ETF

BOTZ Description

The Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) seeks to invest in companies that potentially stand to benefit from increased adoption and utilization of robotics and artificial intelligence (AI), including those involved with industrial robotics and automation, non-industrial robots, and autonomous vehicles.

Grade (RS Rating)

Last Trade

$33.41

Average Daily Volume

437,703

Number of Holdings ^*

20

* may have additional holdings in another (foreign) market

IQM

Franklin Intelligent Machines ETF

IQM Description

The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$67.74

Average Daily Volume

4,362

Number of Holdings ^*

49

* may have additional holdings in another (foreign) market

Performance

Period	BOTZ	IQM
30 Days	7.39%	7.46%
60 Days	7.29%	9.03%
90 Days	4.83%	7.71%
12 Months	27.47%	42.26%

4 Overlapping Holdings

	Symbol	Grade	Weight in BOTZ	Weight in IQM	Overlap
	AVAV	D	2.51%	0.91%	0.91%
	ISRG	A	10.61%	5.81%	5.81%
	NVDA	C	14.12%	13.69%	13.69%
	PRCT	B	1.89%	0.7%	0.7%

BOTZ Overweight 16 Positions Relative to IQM

	Symbol	Grade	Weight
	ABBV	D	9.31%
	DT	C	4.65%
	PEGA	A	3.24%
	CGNX	C	3.04%
	UPST	B	2.55%
	PATH	C	2.27%
	JBT	B	1.64%
	AI	B	1.35%
	OMCL	C	0.93%
	APPN	B	0.7%
	HLX	B	0.68%
	SOUN	C	0.61%
	PRO	C	0.48%
	FARO	B	0.21%
	IRBT	F	0.08%
	CRNC	C	0.06%

BOTZ Underweight 45 Positions Relative to IQM

	Symbol	Grade	Weight
	AXON	A	-5.68%
	TSLA	B	-4.41%
	AAPL	C	-4.22%
	CDNS	B	-4.11%
	TSM	B	-4.01%
	SNPS	B	-3.83%
	ASML	F	-2.83%
	PWR	A	-2.7%
	AMAT	F	-2.3%
	AMD	F	-2.02%
	AVGO	D	-1.98%
	ADSK	A	-1.94%
	TER	D	-1.4%
	ADI	D	-1.32%
	APH	A	-1.32%
	UBER	D	-1.31%
	PTC	A	-1.29%
	GEV	B	-1.24%
	KLAC	D	-1.23%
	VRT	B	-1.23%
	ALTR	B	-1.22%
	VMI	B	-1.19%
	LRCX	F	-1.12%
	ETN	A	-1.03%
	ZBRA	B	-0.98%
	CRWD	B	-0.87%
	ROP	B	-0.83%
	KEYS	A	-0.83%
	IDXX	F	-0.71%
	TXN	C	-0.66%
	ENTG	D	-0.61%
	BKR	B	-0.57%
	IOT	A	-0.53%
	TRMB	B	-0.47%
	NXPI	D	-0.45%
	BSY	D	-0.38%
	FSLR	F	-0.37%
	PLTR	B	-0.35%
	PSTG	D	-0.35%
	SITM	B	-0.32%
	MCHP	D	-0.3%
	FTI	A	-0.26%
	OII	B	-0.26%
	ALGN	D	-0.23%
	MPWR	F	-0.17%

BOTZ: Top Represented Industries & Keywords

Industries: Software - Application Scientific & Technical Instruments Software - Infrastructure Aerospace & Defense Consumer Electronics Credit Services Diversified Industrials Drug Manufacturers - Major Health Information Services Information Technology Services Medical Devices Medical Instruments & Supplies Oil & Gas Equipment & Services Semiconductors

Keywords: Artificial Intelligence Automation Business Process Management Cloud Computing Computing Information Technology Management Medicine Robotics S&P 500 CRM Customer Relationship Management Deep Learning Engineering Services Ground Support Equipment Insurance Nasdaq 100 Plastic Robot Assisted Surgery Software Software As A Service

IQM: Top Represented Industries & Keywords

Industries: Semiconductors Semiconductor Equipment & Materials Software - Application Software - Infrastructure Oil & Gas Equipment & Services Aerospace & Defense Diversified Industrials Medical Devices Scientific & Technical Instruments Auto Manufacturers Conglomerates Consumer Electronics Data Storage Diagnostics & Research Electronic Components Engineering & Construction Medical Instruments & Supplies Metal Fabrication Solar Specialty Industrial Machinery

Keywords: S&P 500 Nasdaq 100 Semiconductor Integrated Circuits Computing Semiconductor Device Fabrication Electronics Power Management Aerospace IBD 50 Smartphones Design Manufacturers Device Manufacturers Electronic Design Electronic Engineering Internet Of Things Semiconductor Devices Wireless Communication Batteries Chemical Vapor Deposition