Top Robotics ETFS and Stocks To Invest In

As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics market reached an all-time high of US$16.5B, with 542,000 industrial robots installed in 2024.

Looking at the broader robotics ecosystem, BCG’s longer-term framework is still useful. It estimates the global robotics market could grow from around US$25B in 2021 to between US$160B and US$260B by 2030, with a large share of that growth expected to come from service and logistics robots rather than traditional factory automation alone.

Logistics and warehouse robots are now becoming one of the highest-demand segments and represented the largest share of professional service robots in 2024, with around 102,900 units deployed. For investors, that is why we have put together a look at the top-rated robotics ETFs available on the ASX.

ASX Robotics ETFS

On the ASX, RBTZ is the dominant choice for robotics and AI exposure. It has a lower fee at 0.57% versus 0.69%, larger funds under management at around A$316M, and better liquidity. Both RBTZ and ROBO track different indices, but they end up in broadly similar territory.

The key difference is concentration. RBTZ’s top 10 holdings make up around 59% of the portfolio, with Nvidia and ABB both above 10%, while ROBO uses a more equal-weighted approach across roughly 78 companies, which spreads risk more evenly.

If we are already holding broad global tech exposure through something like VGS, which gives indirect exposure to names like Nvidia, ROBO’s equal-weight structure may help avoid doubling up too heavily on the same mega-cap positions.

It is also worth noting that there is still no ASX-listed ETF focused purely on industrial robotics or humanoid robotics. For those more specific sub-themes, investors would need to look at US-listed ETFs or direct stock exposure.

Key US Robotics ETFs by Niche

Why robotics in 2026 comes down to a few powerful structural drivers.

The first is labour shortages and demographics. Ageing populations across Japan, Europe, and the US are making labour more scarce and more expensive. Robotics is increasingly becoming the structural solution to that problem, not just a cyclical one.

The second is AI. General-purpose robots, especially humanoids, need AI to operate in unstructured real-world environments. As AI chips improve and compute becomes cheaper, capabilities that once looked unrealistic are starting to become commercially viable. That is a big reason the robotics market is expected to grow so strongly over the next decade.

The third is reshoring. The US and Europe are both pushing to rebuild domestic manufacturing capacity because of supply chain security and tariff risk. But reshoring at scale is unlikely to be driven by cheap labour. It is far more likely to be driven by automation and robotics.

The main caveat for investors is cost. Thematic ETFs usually carry much higher fees than broad market funds. That means they are better treated as satellite positions rather than core holdings, and it is also important to watch for overlap with broader tech ETFs that may already hold names like Nvidia and ABB.