MEDX vs. BOTZ ETF Comparison

Comparison of Horizon Kinetics Medical ETF (MEDX) to Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ)
MEDX

Horizon Kinetics Medical ETF

MEDX Description

The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.98

Average Daily Volume

775

Number of Holdings *

10

* may have additional holdings in another (foreign) market
BOTZ

Global X Robotics & Artificial Intelligence Thematic ETF

BOTZ Description The Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) seeks to invest in companies that potentially stand to benefit from increased adoption and utilization of robotics and artificial intelligence (AI), including those involved with industrial robotics and automation, non-industrial robots, and autonomous vehicles.

Grade (RS Rating)

Last Trade

$31.55

Average Daily Volume

797,196

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period MEDX BOTZ
30 Days 5.94% 11.41%
60 Days -1.96% -0.99%
90 Days -1.50% 7.04%
12 Months -7.41% 20.33%
1 Overlapping Holdings
Symbol Grade Weight in MEDX Weight in BOTZ Overlap
ABBV D 7.53% 8.96% 7.53%
MEDX Overweight 9 Positions Relative to BOTZ
Symbol Grade Weight
LLY C 15.83%
AZN A 5.71%
NVS B 5.62%
AMGN B 5.55%
MRK B 5.24%
JNJ D 5.02%
BMY F 4.71%
BIIB C 4.04%
PFE C 4.01%
MEDX Underweight 19 Positions Relative to BOTZ
Symbol Grade Weight
NVDA B -9.38%
ISRG C -8.09%
DT D -4.33%
PATH F -3.76%
CGNX B -3.69%
AVAV A -2.44%
PEGA D -2.39%
PRCT B -1.54%
AI F -1.37%
JBT D -1.33%
UPST D -0.99%
HLX B -0.78%
PRO F -0.65%
OMCL C -0.64%
APPN F -0.63%
SOUN D -0.48%
FARO D -0.16%
IRBT D -0.13%
CRNC F -0.09%
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