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RBTX
+0.57 · +4.85%
£12.39 · LSE
iShares Automation & Robotics UCITS ETF USD (Acc) | Sector Equity Technology
BlackRock Asset Management Ireland - ETF · Ireland
AUM:£2.9B
#– of – in Sector Equity Technology ETFs
ℹ️
Reward Rating
60
Good
15.50% 1Y return
ℹ️
Risk Rating
55
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 15.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is RBTX?

iShares Automation & Robotics UCITS ETF USD (Acc) tracks Morningstar Gbl Tech NR USD, providing diversified exposure across 50 holdings. Its ongoing charge is 0.40%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
RBTX delivered 15.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.40%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 39.5% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Good (60)

The scoring profile reflects moderate historical performance, with a 15.5% 1-year return (historical). The ongoing charge of 0.40% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM£2.9B
Ongoing Charge0.40%
Dividend Yield0.00%
Holdings50
Inception DateSept 2016
DomicileIreland
DistributionNA
IndexMorningstar Gbl Tech NR USD
ProviderBlackRock Asset Management Ireland - ETF
Beta–
CategorySector Equity Technology
CurrencyGBX
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+27.6%
1Y
+47.4%
3Y
+68.0%
5Y
+76.4%
OpenBook InsightIf you had invested £10,000 in RBTX 5 years ago, it would have grown to £17,639 — a gain of £7,639.

Annual Returns

Calendar year performance

RBTX delivered positive returns in 4 of the last 5 calendar years.
YearRBTX
2026 YTD+28.2%
2025+8.5%
2024+9.1%
2023+31.0%
2022-25.6%
CAGR 4yr+3.6%
4/5 positive yearsAvg return: +10.2%Worst year: -25.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
24.6%
Moderate
Momentum
+18.2%
30-day change
Support Level
13.88
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 18.2% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses RBTX's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
60
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
56/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
15.50%
Good
3Y Return
14.59%
Very Good
5Y Return
5.82%
Neutral
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 15.50%, 3-year annualised 14.59%, 5-year annualised 5.82%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
80/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.40%
Weak
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.00%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.40%, net expense ratio of 0.00%, annual turnover of 0.0%.

💵 Income

Weight: 15%
Not applicable

This is an accumulating ETF. It reinvests distributions inside the fund rather than paying cash to unit-holders, so income metrics don't apply. Reward is scored on the other three factors with the 15% income weight redistributed proportionally.

🌐 Diversification Quality

Weight: 25%
40/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
50
Weak
Top 10 Concentration
39.55%
Neutral
Top Sector
Technology68.6%
Very Weak
Top Region
North America56.1%
Good

Concentrated but typical for its category: 50 holdings, top 10 at 39.5%, Technology sector at 68.6%, North America at 56.1%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses RBTX using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
55
Elevated RISK
Data Coverage: 75%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
48/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
39.55%
Lower Risk
Largest Holding
7.13%
Moderate
Number of Holdings
50
Moderate
HHI (weight²)
172
Low Risk

Reasonable spread across positions: top 10 holdings at 39.5%, largest single position at 7.13%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
63/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America56.1%
Moderate
Top Sector
Technology68.6%
High Risk
Top 2 Sectors
97.72%
High Risk
Cyclical Sectors
29.10%
Lower Risk

Notable regional or sector dependency: North America at 56.1%, Technology sector at 68.6%, 29.1% in cyclical sectors.

📊 Volatility

Weight: 35%
55/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
17.00%
Moderate
Beta
—
No Data
Max Drawdown
—
No Data

Elevated volatility profile: 1Y volatility of 17.00% (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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