Two dedicated humanoid robot ETFs have now traded for well over a year, and they have behaved very differently. KraneShares' KOID spreads money equally across about 59 suppliers and makers; Roundhill's HUMN actively picks the brand names, from Unitree and Tesla to UBTech. In 2026 they were joined by WisdomTree's WDRN and Defiance's China-only CROB, while the older robotics funds BOTZ and ROBO still dwarf them all in size. This guide compares fees, assets, holdings and returns, and shows how much Tesla Optimus exposure each one really gives. For individual stocks, start with our Tesla Optimus stocks hub.
- KOID: equal-weight index, 0.69% net fee, ~$326M assets, 1-year return +7.4% (to Oct 26, 2026).
- HUMN: active, 0.75% fee, ~$83M assets, 1-year return -6.8%.
- Tesla weight: HUMN ~4.1%, KOID ~2.2%, BOTZ ~2.1%. None is an Optimus pure-play.
- New in 2026: WisdomTree WDRN (0.45%) and Defiance CROB (China, 0.89%).
- Private names: no ETF owns Figure AI or Apptronik.
Humanoid ETFs at a Glance
| ETF | Issuer / style | Launched | Fee | Assets | Holdings |
|---|---|---|---|---|---|
| KOID | KraneShares · equal-weight index | Jun 4, 2025 | 0.69% net | $326M | 59 |
| HUMN | Roundhill · active | Jun 26, 2025 | 0.75% | $83M | 45 |
| WDRN | WisdomTree · index (humanoids, drones, physical AI) | May 2026 | 0.45% | Check issuer | Check issuer |
| CROB | Defiance · China robotics index | Aug 2026 | 0.89% | Under $1M at last check | Check issuer |
KOID and HUMN data from StockAnalysis (late October 2026); WDRN from WisdomTree's launch announcement; CROB from ETF Beacon. Asset figures for these young funds vary widely between data providers: 24/7 Wall St. cited a far larger HUMN asset base in August, so confirm on the issuer's site.
KOID: Equal-Weight, Supplier-Heavy
KOID, now named the KraneShares Global Humanoid Robotics and Physical AI Index ETF, gives each of its roughly 59 holdings a similar weight, so its top 10 made up only 22.4% of assets in late October. Those top names show the tilt toward parts and sensors rather than finished robots:
| Top KOID holdings | Weight | Role |
|---|---|---|
| Unitree (Yushu Technology) | 2.39% | Humanoid maker |
| Zhejiang Shuanghuan Driveline | 2.26% | Reducers and gears |
| Hexagon | 2.26% | Sensors, metrology |
| Texas Instruments | 2.24% | Analog and motor-control chips |
| NXP Semiconductors | 2.23% | Embedded processors |
| Keyence | 2.21% | Machine vision, sensors |
| Tesla | 2.21% | Optimus |
The appeal is that suppliers get paid whichever robot wins. KOID also holds Unitree, which listed in Shanghai in August 2026.
HUMN: Active Bets on the Brands
HUMN's managers pick a concentrated list, and the fund uses swaps and Treasury bills to reach hard-to-buy shares. Its late-October top 10 per StockAnalysis:
- US Treasury bill 11.0% (collateral, largely backing swap positions)
- Unitree via swap 8.73%
- Leader Harmonious Drive 4.83%
- Tesla 4.13%
- Churchill Capital Corp XI 4.01%, the SPAC that took Agility Robotics public
- Harmonic Drive Systems 3.87%, UBTech 3.66%, Rainbow Robotics 3.25%, Robotis 3.01%, Shenzhen Zhaowei 2.81%
The portfolio moves a lot: in August it was led by Tesla (8.93%), UBTech and XPeng, according to 24/7 Wall St. Active management means the fund you buy today may look different in three months.
Performance So Far
The year-to-date figures come from 24/7 Wall St. (August 26, 2026), which attributed KOID's 30-point lead to equal weighting and component exposure, while HUMN's two largest positions fell sharply mid-year. One-year returns are from StockAnalysis. The two sets of figures cover different periods, and the gap between them is a reminder of how volatile these young funds are.
Which ETF Gives Tesla Optimus Exposure?
| Fund | Tesla weight | As of |
|---|---|---|
| HUMN | 4.13% | Late Oct 2026 (8.93% in Aug) |
| KOID | 2.21% | Late Oct 2026 |
| BOTZ | 2.12% | Nov 2026 |
| ROBO | Not in top 10 | Oct 2026 |
Our take: $10,000 in HUMN puts roughly $400 into Tesla, and Optimus is only one part of Tesla's value. If Optimus is your thesis, Tesla stock itself is the direct route; these ETFs add the suppliers and rivals around it.
Older Robotics ETFs: BOTZ and ROBO
The Global X Robotics & Artificial Intelligence ETF (BOTZ, 0.68%, $3.04 billion) and the ROBO Global Robotics & Automation Index ETF (ROBO, 0.95%, $1.89 billion) predate the humanoid boom and are mostly industrial automation and medical robotics. BOTZ's top holdings are Intuitive Surgical (11.1%), Fanuc, Keyence, ABB and Nvidia (7.1%), per StockAnalysis. They are more liquid and diversified but give little direct humanoid exposure. Nvidia's role across all these funds is covered in Nvidia as a robotics stock.
Newer and Niche Funds
- WisdomTree Physical AI, Humanoids & Drones ETF (WDRN): listed on Cboe in May 2026 at a 0.45% fee, the cheapest of the group, but it mixes humanoids with drones and AI manufacturing.
- Defiance China Robotics ETF (CROB): launched in August 2026 as a China humanoid ecosystem fund at 0.89%; still very small, so expect wide spreads.
- Outside the US: Global X Australia launched a humanoid robotics ETF in March 2026, and Korea's Timefolio runs a fund on a Solactive humanoid index.
How to Choose
- Want the supply chain? KOID's equal weighting leans to components; our Optimus suppliers guide explains why those parts matter.
- Want the brand-name makers? HUMN, accepting manager risk and higher turnover.
- Want low cost and liquidity? BOTZ or WDRN, accepting less humanoid focus.
- Check size and spreads: small funds can close or trade at premiums to NAV.
For single stocks instead of funds, see humanoid robot stocks. This article is for information only and is not investment advice.
FAQ: Humanoid Robot ETFs
What is the best humanoid robot ETF?
It depends on what you want. KOID (KraneShares, 0.69%) is an equal-weighted index of about 59 suppliers and makers and has performed better so far. HUMN (Roundhill, 0.75%) is actively managed and concentrates on brand-name humanoid makers such as Unitree, Tesla and UBTech. Neither is a recommendation; compare holdings before buying.
Which humanoid ETF holds the most Tesla?
Of the funds we compared, HUMN had the largest Tesla weight at about 4.1% in late October 2026, versus about 2.2% in KOID and 2.1% in BOTZ. None of them is a concentrated Optimus bet; buying TSLA directly gives far more Optimus exposure.
What is the expense ratio of KOID and HUMN?
KOID has a net expense ratio of 0.69% (0.79% gross as of July 31, 2026). HUMN charges 0.75%. The older robotics funds BOTZ and ROBO charge 0.68% and 0.95%.
Do humanoid ETFs own Figure AI or Apptronik?
No. Figure AI and Apptronik are private, and the US humanoid ETFs hold listed stocks. HUMN does hold Churchill Capital Corp XI, the SPAC that merged with Agility Robotics, and gets Unitree exposure through a swap.
When did the humanoid robot ETFs launch?
KraneShares launched KOID on June 4, 2025 and Roundhill launched HUMN on June 26, 2025. WisdomTree added WDRN in May 2026 and Defiance launched the China-focused CROB in August 2026.
The Bottom Line
KOID and HUMN are the two real humanoid ETFs, and their first full year shows the trade-off: KOID's equal-weighted, supplier-heavy index has outperformed, while HUMN's concentrated bets on Unitree, Tesla and UBTech have been more volatile. Neither gives much Tesla Optimus exposure, at 2% to 4% weights. WDRN is cheaper but broader, and CROB is tiny. Pick based on whether you want the parts makers or the brands, and check current holdings before buying.
Sources: StockAnalysis (KOID, HUMN, ROBO data to Oct 26-27, 2026; BOTZ to Nov 6, 2026), Roundhill, 24/7 Wall St. (Aug 26, 2026), WisdomTree, Defiance ETFs, ETF Beacon, Solactive. Not investment advice. Last fact-check: November 10, 2026.
FOLLOW THE ROBOT ECONOMY
We track humanoid robot makers, Optimus suppliers and the funds that hold them, and refresh these comparisons as holdings and new launches change.
