BOTT vs DRNZ

BOTTBThemes Humanoid Robotics ETF

DRNZDREX Drone ETF

In short

BOTT Most robotics funds buy the whole factory floor. BOTT buys the androids: about 30 global names across the humanoid and service robot value chain, at 0.35% a year.

DRNZ The first US-listed pure-play drone ETF. Instead of aerospace giants with a UAV side project, DRNZ tracks an index that puts 80% of its weight in companies earning most of their revenue from drones and the tech that enables them.

Stated mandate

BOTT The Fund seeks to track, before fees and expenses, an index of companies deriving significant revenue from designing and developing humanoid and service robots.

DRNZ The fund invests at least 80% of its assets in companies principally engaged in drones or unmanned aerial vehicle manufacturing or enabling technology.

Why people hold it

• BOTT At 0.35% it undercuts the typical robotics and automation ETF (median 0.65%) and every peer ranked above it: IBOT at 0.47%, FBOT and FDIF at 0.50%.
• A true pure play. Its index, the Solactive Global Humanoid Robotics Index, targets companies building humanoid and service robots, not the broad factory automation basket.themesetfs.com
• Global mandate, about 30 names. Tight enough that the humanoid theme actually shows up in the portfolio instead of getting buried under mega-cap ballast.themesetfs.com
• Sits in the upper half of its robotics and automation peer group, one of the stronger builds of a very young theme.

• DRNZ The purity rule is written into the index: 80% of weight to firms deriving the majority of revenue from drones or enabling technology, 20% to defense names with dedicated UAV programs.rexshares.comb-cdn.net
• Launched in 2025 as REX's first-to-market drone pure-play, covering combat, surveillance, logistics and counter-drone in one ticker rather than a thin sleeve inside a broad aerospace fund.rexshares.com
• Fee lands at 0.65%, level with the median for its robotics and automation peer group, and the underlying index reconstitutes and rebalances quarterly.b-cdn.net

Worth knowing

• BOTT Lightly traded next to the category's giants, so spreads can be wider and bigger orders need more care at the point of trade.
• Short file: the fund launched in 2024 and Themes relaunched it with the humanoid focus in 2025, so there is little live history to judge.globenewswire.com
• About 30 stocks in one early-stage theme is concentrated, swingy exposure, and cash comes back to you once or twice a year at most.

• DRNZ Concentrated by design: about 50 holdings, with the index allowing a single pure-play name up to 15% of weight and diversified names up to 5%.b-cdn.net
• It listed in late 2025, so there is little history behind it to show how closely it tracks its index or how it trades when markets get rough.
• At 0.65% it costs more than broader automation peers such as BOTT (0.35%) and IBOT (0.47%), which spread across robotics instead of one flight-focused theme.

Full BOTT profile⁠

Full DRNZ profile⁠