BOTT vs. BEEZ ETF Comparison
Comparison of Themes Robotics & Automation ETF (BOTT) to Honeytree U.S. Equity ETF (BEEZ)
BOTT
Themes Robotics & Automation ETF
BOTT Description
BOTT aims to track an index consisting of companies specializing in robotics and automation solutions for industrial use. This includes sectors like factory automation equipment, semiconductors, programmable logic and industrial machine parts. To be considered for inclusion, companies must adhere to several criteria, such as being listed on an exchange in a developed country, meeting minimum market capitalization and average daily value traded thresholds, and having a significant portion of their revenue tied to robotics and automation. The selection process considers factors like positive total return over the past 12 months and market capitalization ranking, resulting in the top 30 firms being included in the index. These companies, equally weighted, represent a mix of mid-sized to large corporations, with a cap of nine companies per industry to ensure diversity. Furthermore, the index undergoes review and adjustment every quarter, taking place on the first Fridays of January, April, July, and October.
Grade (RS Rating)
Last Trade
$26.63
Average Daily Volume
261
17
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.33
Average Daily Volume
565
25
Performance
| Period | BOTT | BEEZ |
|---|---|---|
| 30 Days | -4.41% | -1.87% |
| 60 Days | 1.06% | 0.78% |
| 90 Days | 0.14% | 4.96% |
| 12 Months | 25.04% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BOTT | Weight in BEEZ | Overlap |
|---|
BOTT Underweight 25 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTU | A | -4.17% | |
| HD | A | -4.13% | |
| ACN | C | -4.11% | |
| COST | B | -4.1% | |
| NOW | B | -4.09% | |
| CMI | A | -4.08% | |
| EW | C | -4.07% | |
| ZTS | D | -4.05% | |
| V | A | -4.04% | |
| FAST | B | -4.03% | |
| ATR | B | -4.02% | |
| WTS | A | -4.02% | |
| MA | A | -4.01% | |
| SHW | B | -3.99% | |
| EQIX | B | -3.98% | |
| ITW | B | -3.98% | |
| APD | A | -3.97% | |
| TMO | D | -3.92% | |
| AMT | D | -3.91% | |
| A | D | -3.9% | |
| MAS | D | -3.87% | |
| TSCO | D | -3.86% | |
| TXN | C | -3.78% | |
| LRCX | F | -3.76% | |
| OLED | F | -3.72% |
BOTT: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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