FBOT vs KOID

FBOTBFidelity Disruptive Automation ETF

KOIDCKraneShares Global Humanoid Robotics and Embodied Intelligence Index ETF

In short

FBOT Most robotics funds hand the job to an index. FBOT hands it to Fidelity's analysts: about 50 global picks spanning industrial robots, machine vision, autonomous driving and 3D printing, for 0.50% 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

FBOT The fund seeks long-term capital growth by normally investing at least 80% of its assets in securities of disruptive automation companies.

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

• FBOT Fidelity's analysts pick the names, and the fund's definition of automation runs from robotics and machine vision to autonomous driving, EVs and 3D printing.sec.gov
• At 0.50% a year it undercuts the typical robotics and automation fund, and it concentrates in about 50 stocks rather than spreading the theme thin.
• Born a 2020 Fidelity mutual fund, converted to an ETF in 2023, so there is real live history behind the strategy and holdings posted daily.fidelity.com
• One of the stronger builds in the robotics and automation group on cost, portfolio construction and risk profile.

• 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

• FBOT Thinly traded next to the giant thematic funds, so bid-ask spreads and order size matter more here.
• Two peers charge less: BOTT at 0.35% and IBOT at 0.47%.
• No index to fall back on. Results ride on the manager's calls, and the theme can reach into any sector, so the fund can behave unlike broad tech.sec.gov

• 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 FBOT profile⁠

Full KOID profile⁠