BOTT vs IQM

BOTTBThemes Humanoid Robotics ETF

IQMBFranklin Intelligent Machines 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.

IQM Franklin's take on robotics goes wider than robots: it hunts the whole intelligent-machine stack, from design and manufacturing to logistics and predictive maintenance, in a compact portfolio priced under the category norm.

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.

IQM The Fund seeks capital appreciation by investing primarily in equity securities of companies associated with intelligent machines, including innovations in design, manufacturing, logistics, products, and predictive maintenance.

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.

• IQM Charges 0.50% a year, under the 0.65% median for robotics and automation funds.
• The mandate covers design, manufacturing, logistics, products and predictive maintenance, so the sleeve reaches past pure robot builders into the software and services around them.
• Roughly 60 stocks. Tight enough that the theme actually drives returns instead of getting diluted into a broad tech basket.
• Trading since 2020 and sitting in the upper half of its robotics and automation peer group, with no structural red flags on the wrapper.

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.

• IQM Volume is light for the category. Spreads and order type matter more here than in the cohort's heavyweights.
• The stated goal is capital appreciation, so income is not part of the design.
• Cheaper shelf-mates exist: BOTT runs 0.35% and IBOT 0.47%, both chasing overlapping robotics ground.

Full BOTT profile⁠

Full IQM profile⁠