BetaShares Global Robotics & AI ETF (ASX: RBTZ) $14.90

The RBTZ ETF tracks the world’s leading robotics and AI companies across industrial automation, AI, and unmanned vehicles, again giving ASX investors access to a sector that is heavily underrepresented on the local exchange. Rather than betting on one AI winner, it spreads your money across the entire ecosystem of companies building, programming, and deploying the robots and algorithms reshaping the global economy.

It’s relatively large, 72 holdings are fairly evenly spread between the US, Japan and China for a cost of 0.57% pa. The ETF has underperformed the previous two in 2026, slipping just over 3%. With ~46% in Industrials, and heavily weighted to Japanese automation names the fund is exposed to slower-growth, hardware-driven businesses that haven’t seen the same earnings uplift as semis or data centre plays. Currency has also been a significant drag, with a strong AUD/JPY impacting returns.

This ETF provides strong long-term exposure to robotics, but limited participation in the near-term AI capex surge being captured by funds like SEMI and AINF.

• We don’t mind the RBTZ ETF per se, but at this stage of the cycle, prefer the exposure afforded by the SEMI and AINF alternatives.