The KraneShares Global Humanoid Robotics ETF (KOID) provides diversified access to a sector poised for growth larger than AI.
The KraneShares Global Humanoid Robotics and Physical AI Index ETF (NASDAQ:KOID) is the first U.S.-listed ETF focused exclusively on humanoid robotics. Unlike broader robotics ETFs, KOID targets companies directly building robots, offering exposure to a sector projected to surpass AI in market size by the 2030s.
Investor interest in robotics remains low, with most ETFs concentrating on AI hardware rather than physical robotics. KOID’s diversified approach mitigates risk in an early-stage industry where no single company has emerged as dominant. Major tech firms, including those led by Elon Musk, are already investing heavily in the space.
Trading at a discount relative to its peers, KOID presents an entry point for investors seeking early exposure to a sector with significant long-term potential. The physical economy’s scale may drive adoption faster than anticipated, positioning robotics as a key growth area.