BOTT vs KOID

BOTTBThemes Humanoid Robotics ETF

KOIDCKraneShares Global Humanoid Robotics and Embodied Intelligence Index 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.

KOID The first US-listed ETF built purely on humanoid robots, from the chips that do the thinking to the actuators that do the moving. Roughly 60 names, equal-weighted across six slices of the humanoid supply chain.

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.

KOID The fund seeks to track the performance of an equity index focused on companies involved in humanoid robotics and embodied intelligence.

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.

• KOID Launched in 2025 as the first US-listed fund aimed squarely at humanoids, covering the whole stack: integrators, actuation, mechanical systems, sensing, semiconductors and critical materials.kraneshares.comsec.gov
• Equal weights roughly 60 stocks across six ecosystem categories and rebalances quarterly, so no single mega-cap chipmaker swallows the basket.sec.govkraneshares.com
• Global by design: US, China and Japan listings across tech, industrials and consumer discretionary, which is where humanoid parts actually get made.kraneshares.com
• The portfolio build is one of the stronger ones in the robotics group, and the fund sits in the upper half of its category overall.

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.

• KOID Costs 0.69% net of a waiver through August 1, 2028 (0.79% gross), above the category median. Peers BOTT at 0.35% and WDRN at 0.45% charge less.
• It started trading in 2025, so there is only about a year of live risk history behind it.
• Equal weighting reaches down into smaller component suppliers, and a single young theme can swing hard in both directions.sec.gov

Full BOTT profile⁠

Full KOID profile⁠