Are Robots the New Normal? Bet on these ETFs to Invest in the Future

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Are Robots the New Normal? Bet on these ETFs to Invest in the Future Aparajita Dutta Fri, September 4, 2026 at 7:49 AM EDT 5 min read IBOT ISRG NOVTU NVDA KYCCF For decades, the dynamic between humans and robots was simple: rigid industrial arms locked inside safety cages, performing single repetitive assembly-line tasks. Today, that relationship has transformed dramatically, with robots now capable of decision-making and spatial reasoning. Undoubtedly, artificial intelligence (AI) has been the catalyst, acting as the "brain" that allows robots to move beyond simple automation. To this end, McKinsey projects the general-purpose robotics market to skyrocket from under $1 billion as of 2025 to roughly $370 billion by 2040, presenting an opportune moment for investors to consider the future of robotics. However, betting on a single company can be risky; a more prudent, safer strategy is to invest through a diversified exchange-traded fund (ETF). Investing via Robotics ETFs will give one's portfolio exposure to the entire value chain while hedging individual stock risk. To capitalize on this macro trend, it is important to understand how the robotics ecosystem is structured, examine key market leaders and emerging innovators, and identify the top ETFs positioned to benefit from the industry's growth. The future of the robotics ecosystem is incredibly bright, driven by the powerful synergy of advanced hardware, AI and plummeting costs. In particular, the emergence and rapid evolution of humanoid robots are driving growth in the robotics sector. Once a novelty, humanoids are now being deployed in factories and industries worldwide, handling material handling, quality inspection and logistics. The industrial adoption of humanoid robots is the sector's largest driver, as companies seek automation to boost efficiency and reshore manufacturing, with major players like AgiBot, Unitree and UBTECH leading the charge. Experts predict that the humanoid robotics market could surge from roughly $2-$3 billion today to as much as $200 billion by 2035, creating significant investment and growth opportunities in this segment of the robotics industry. The robotics revolution is being powered by a dynamic mix of established industrial giants and innovative emerging companies. Among the established leaders, Fanuc Corp. FANUY is a titan of industrial robotics, having produced its one-millionth robot and providing crucial systems for precision manufacturing. ABB Ltd. ABBNY is another heavy hitter, offering a wide range of industrial robots and automation solutions for various industries. Keyence ( KYCCF is yet another well-known name in this industry, providing the sensors and machine vision systems that are the "eyes" of modern factories. AI-giant NVIDIA NVDA remains a critical industry player, as its advanced chips and robotics platforms serve as the AI "brain" for robots, enabling them to perceive and make decisions. In the realm of surgical robotics, Intuitive Surgical ISRG remains the dominant player with its da Vinci systems, which are used in a growing number of procedures. Another well-known integrator of robotics in the medical sector is Illumina ILMN, which partners with Hamilton Robotics to automate sample preparation and next-generation sequencing (NGS). Alongside these well-established names are companies in the earlier stages of their robotics journey that are already showing significant growth potential. For instance, Novanta NOVT supplies the lasers, sensors and motion systems crucial for the medical robotics industry. Given the rapid evolution and growth opportunities offered by the robotics sector, here are four prominent ETFs investors may consider adding to their portfolios now: Global X Robotics & Artificial Intelligence ETF BOTZ This fund, with net assets worth $3.40 billion, offers exposure to 61 companies that potentially stand to benefit from increased adoption and utilization of robotics and AI, including those involved in industrial robotics and automation, non-industrial robots and autonomous vehicles. KYCCF holds the first spot in this fund, with 10.40% weightage, while NVDA holds the second spot with 10.05% weightage. ABBNY holds the third spot in this fund, with 9.05% weightage, while FANUY holds the fourth spot with 7.54% weightage. ISRG holds 6.01% of this fund's assets and enjoys the fifth position. BOTZ has gained 8.7% over the past year and charges 68 basis points (bps) in fees. ROBO Global Robotics and Automation Index ETF ROBO This fund, with net assets worth $2.01 billion, offers exposure to 79 global companies that are driving transformative innovations in robotics, automation and artificial intelligence (RAAI). These companies include those developing technologies that enable intelligent systems to sense, process and act, as well as those applying these technologies to deliver RAAI-enabled products, including robots, to businesses and consumers. ROBO has soared 24.7% over the past year and charges 95 bps in fees. First Trust NASDAQ Artificial Intelligence and Robotics ETF ROBT This fund, with net assets worth $774.6 million, offers exposure to 114 companies engaged in AI, robotics and automation. Appian Corporation holds the first spot in this fund, with 2.46% weightage, while ILMN holds the seventh spot with 1.89% weightage. ROBT has rallied 16.7% over the past year and charges 65 bps in fees. This fund, with net assets worth $101.7 million, offers exposure to 70 companies involved in robotics. NVDA holds the first spot in this fund, with 5.58% weightage, while KYCCF holds the second spot with 5.50% weightage. ABBNY holds 4.76% of this fund's assets and enjoys the fifth spot, while FAUNY holds 2.51% of this fund's assets and enjoys the ninth spot. IBOT has surged 35.8% over the past year and charges 47 bps in fees. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Illumina, Inc. (ILMN) : Free Stock Analysis Report Fanuc Corp. (FANUY) : Free Stock Analysis Report ROBO Global Robotics and Automation Index ETF (ROBO): ETF Research Reports Global X Robotics & Artificial Intelligence ETF (BOTZ): ETF Research Reports Novanta Inc. (NOVT) : Free Stock Analysis Report First Trust NASDAQ Artificial Intelligence and Robotics ETF (ROBT): ETF Research Reports Keyence Corporation (KYCCF) : Free Stock Analysis Report VanEck Robotics ETF (IBOT): ETF Research Reports ABB Ltd (ABBNY) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com).

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