KOID: The 'ChatGPT Moment' In Humanoid Robotics (NASDAQ:KOID) - Seeking Alpha
Humanoid robots are coming and tirelessly at work to become the next boom. ## The ETF The KraneShares Global Humanoid and Embodied Intelligence Index ETF (KOID) has an expense ratio of 0.69%, a modest yield of 0.67%, and an AUM of $172 million.
Key takeaways
Figure announced that its BotQ facility has boosted output of the Figure 03 humanoid from one unit per day to one unit per hour—a 24‑fold increase achieved in under 120 days—while reporting more than 350 third‑generation robots produced and a first‑pass yield above 80 percent, along with new “System 0” whole‑body control that fuses visual and proprioceptive data to navigate stairs and uneven terrain without real‑world fine‑tuning. Boston Dynamics demonstrated that its Atlas robot can now sense its own body, lifting loads up to 45 kg and performing cable‑free joint rotations that enable continuous, unrestricted movement, a capability built on millions of simulated reinforcement‑learning runs. Singapore‑based Doozy Robotics expanded its physical‑AI platform to the United States, GCC and Asia, pairing an industrial super‑humanoid with autonomous mobile robots and forklifts under its Eywa‑OS orchestration layer, with the super‑humanoid slated for launch later this year. Humanoid (formerly SKL Robotics) secured a phased partnership with Schaeffler Technologies and Bosch to integrate its HMND platform into German manufacturing sites before the end of 2026, marking one of the largest disclosed humanoid rollouts and committing Schaeffler to supply over half of its joint actuators through 2031. In China, government‑backed humanoid robot learning centers such as the Beijing‑based Humanoid Robot Data Training Center are training machines on a wide range of workplace scenarios, with industry leaders saying autonomous operation is only a matter of time. The 2026 Robotics Summit & Expo in Boston featured a “State of Humanoids” panel with executives from Schaeffler, Intel RealSense, Boston Dynamics and others, underscoring rapid progress in AI‑edge perception, standardized interfaces and fleet‑management tools that are shaping the emerging humanoid ecosystem.
Humanoid robots are coming and tirelessly at work to become the next boom.
The ETF
The KraneShares Global Humanoid and Embodied Intelligence Index ETF (KOID) has an expense ratio of 0.69%, a modest yield of 0.67%, and an AUM of $172 million. Launched on June 5, 2025, the fund has performed well and is up 55% since my first BUY report.
KOID tracks the MerQube Global Humanoid and Embodied Intelligence Index, which has it rebalancing quarterly. All holdings are chosen from either developed or emerging public companies, though each must have at least $1 billion in market cap when it is initially added to the index. Two other big names in the sector—Galbot and Linkerbot—are also planning IPOs. Galbot’s G1 robot and TrackVLA system are well-regarded, and the firm is working with Mercedes and Zeekr on automotive manufacturing needs. Linkerbot has made headlines with its dexterous hand control. It was just valued at $3 billion in a “series B+” round.
In one report it was suggested that many of China's robotic companies are pursuing secret listing applications, so the full number is underwraps.
Leju Robotics and Yun Shenchu had their listings accepted, while Zhiyuan, Galaxy Universal, and Zhongqing Robotics have completed the required shareholding reform for a public company. ###### Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2026-05-18 09:30:00 to 2026-05-22 15:50:00.
The chart has 1 Y axis displaying values. Data ranges from 38.9501 to 41.81.
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Expense Ratio: 0.69%
Div Frequency: Annual
Div Rate: $0.27
Yield: 0.66%
Fund AUM: $191.56M
Class AUM: $158.22M
More on KOID
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KOID: China's Humanoid IPO Boom
Fading the humanoid robot revolution: iRobot's co-founder issues a warning for investors
Chinese robotics leader Unitree Robotics preps for $7 billion IPO in China
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