A Controversial Wildcard ETF For Robotics and AI Investing

I take the risk of the viewers calling me a Kathy Wood stan, which is actually not true at all. I've never been a big fan of hers, but somehow she comes up every time I do a battle. I am going to throw in ARKQ to the mix as a wild card.

I believe that in thematic ETFs, active managers tend to be the place you want to be, especially when it is a fairly immature theme. Tech, robotics, and AI is actually a fairly new trend. It's fairly immature, very early innings. You really want to have somebody who understands the disruptive nature and the innovation there.

ROBO has some of that. In fact, they actually tout the fact that they have four PhDs in robotics as advisors for the fund. But it's very clear to me that ARKQ, which is the ARK Autonomous Technology and Robotics ETF, which is actively managed, focuses on disruptive innovation, similar theme, just absolutely crushes the other two in performance on a five-year number.

The other two are roughly two and a halfish. ROBO slightly higher. ARKQ is up nine and a half percent. Just over every single time period, ARKQ absolutely crushes these two. So, I think that speaks to the active management aspect of these types of strategies when they're concentrated like this where it makes sense.

And so I'm going to throw a wild card in there as my winner and put an ARKQ. And no viewers, I am not a huge Kathy Wood fan. It's just hard to ignore when we keep getting these themes that are all about disruptive technology. It's hard to ignore that she is a leader in the space.