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RGT vs ROBO
Which ETF would AI Choose? Royce Global Trust, Inc. (RGT) vs. ROBO Global Robotics & Automation Index ETF (ROBO)
Key Takeaways
- Royce Global Trust, Inc. (RGT) is an actively managed closed-end fund focused on global small- and mid-cap equities with a value-oriented approach, while ROBO Global Robotics & Automation Index ETF (ROBO) is a passively managed ETF tracking a thematic index of robotics and automation companies.
- RGT maintains approximately 100 holdings with broad sector exposure led by industrials and financials, whereas ROBO holds around 80 securities concentrated in industrials and technology sectors tied to automation themes.
- RGT carries a higher expense ratio of approximately 1.35% compared to ROBO’s 0.95%, reflecting its active management and closed-end structure.
- Both funds provide global equity exposure but target distinct investor objectives: RGT emphasizes diversified small-cap value across regions, while ROBO offers targeted access to robotics, automation, and artificial intelligence (AI) innovation.
- Structural differences include RGT’s closed-end format, which can trade at a discount or premium to net asset value (NAV), versus ROBO’s open-end ETF structure with typically tighter tracking to its index.
- Thematic positioning favors ROBO for investors seeking pure-play exposure to automation trends, while RGT suits those pursuing broad global small-cap opportunities with active stock selection.
Introduction
Investors comparing Royce Global Trust, Inc. (RGT) and ROBO Global Robotics & Automation Index ETF (ROBO) encounter two distinct vehicles addressing different segments of the equity market. RGT functions as a closed-end fund pursuing long-term capital growth through active selection of global small- and mid-cap stocks, while ROBO delivers passive exposure to companies driving advancements in robotics, automation, and AI. These funds do not compete directly but serve as alternatives for investors balancing broad international diversification against targeted thematic growth in technology-enabled industries. The comparison highlights structural variances, cost differences, and positioning within current market cycles characterized by evolving automation adoption and global economic shifts.
Royce Global Trust, Inc. (RGT) Overview
Royce Global Trust, Inc. (RGT) is an actively managed closed-end fund launched in 2013 with the objective of long-term capital appreciation. It invests primarily in equity securities of small- and mid-cap companies, allocating at least 65% of assets to issuers outside the United States across at least three countries. The fund holds approximately 100 securities, with top positions including Protector Forsikring, MKS Instruments Inc., RB Global Inc., APi Group Corp., and Phoenix Financial. Sector allocations emphasize industrials (around 34%) and financials (around 24%), followed by information technology. Its expense ratio stands at approximately 1.35%, and the portfolio features high active share near 98% with annual turnover around 14%. As a closed-end fund, RGT trades on an exchange and may deviate from its NAV, offering a differentiated liquidity profile compared to traditional open-end structures.
ROBO Global Robotics & Automation Index ETF (ROBO) Overview
ROBO Global Robotics & Automation Index ETF (ROBO) is a passively managed ETF launched in 2013 that seeks to track the ROBO Global Robotics and Automation Index. The fund invests at least 80% of assets in securities of companies involved in robotics, automation, and AI, including those providing enabling technologies and applications. It holds approximately 80 equity positions with top holdings such as Intuitive Surgical Inc., Harmonic Drive Systems Inc., Celestica Inc., Illumina Inc., and Fanuc Corp. Allocations concentrate in industrials (around 45%) and technology (around 43%), with smaller exposure to healthcare. The expense ratio is 0.95%, and the index undergoes quarterly rebalancing. ROBO maintains a global footprint with significant allocations to developed markets outside the United States and operates as an open-end ETF with full transparency and standard liquidity characteristics.
Industry and Thematic Backdrop
The broader environment for both funds reflects ongoing global shifts toward automation and efficiency gains alongside traditional small-cap value opportunities. Robotics and automation sectors benefit from capital expenditures in manufacturing, logistics, and healthcare, supported by advances in AI integration and supply-chain resilience initiatives. Macroeconomic factors including interest rate expectations, labor market dynamics, and geopolitical developments influence capital flows into technology-enabled industries. Regulatory developments around AI governance and data security present both opportunities and risks for thematic strategies. Small-cap global equities face influences from currency fluctuations, trade policies, and economic growth differentials across regions. These backdrops position thematic automation exposure against diversified value approaches in evolving market cycles.
Performance and Positioning Comparison
In recent market cycles, ROBO Global Robotics & Automation Index ETF (ROBO) has demonstrated sensitivity to technology and industrials rotation driven by automation adoption trends and earnings momentum among its holdings. Royce Global Trust, Inc. (RGT) has reflected broader small-cap value dynamics influenced by global economic conditions and sector rotations favoring financials and industrials. Relative positioning shows ROBO with higher thematic concentration that can lead to greater volatility during shifts in AI and robotics sentiment, while RGT’s diversified active approach may exhibit different drawdown characteristics tied to international small-cap performance. Both funds navigate interest rate environments and commodity trends through their respective sector tilts, with ROBO more aligned to innovation cycles and RGT to value recovery opportunities across regions.
AI Screener
Tickeron’s AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. Investors seeking data-driven insights into funds like RGT and ROBO may find the platform useful for ongoing market analysis.
Tickeron AI Verdict
Based on observable structural factors, Tickeron’s AI would currently assign a higher probabilistic preference to ROBO Global Robotics & Automation Index ETF (ROBO) due to its lower expense ratio, thematic alignment with automation momentum, diversified holdings within a focused index, and open-end ETF liquidity profile. Royce Global Trust, Inc. (RGT) offers compelling diversification through active global small-cap selection but carries higher costs and closed-end structural considerations. The assessment rests on cost efficiency, sector momentum alignment, and risk exposure consistency rather than short-term price movements.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RGT is a Buy and ROBO is a Hold.
RGT's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for RGT turned positive on October 06, 2026. Looking at past instances where RGT's MACD turned positive, the stock continued to rise in 40 of 43 cases over the following month. The odds of a continued upward trend are 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on RGT as a result. In 59 of 68 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 87%.
RGT moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +0.93% 3-day Advance, the price is estimated to grow further. Considering data from situations where RGT advanced for three days, in 288 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 86%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RGT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 83%.
RGT broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for RGT entered a downward trend on October 16, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
ROBO in -4.46% downward trend, falling for three consecutive days on October 30, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where ROBO declined for three days, in 256 of 301 cases, the price declined further within the following month. The odds of a continued downward trend are 85%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 47 of 59 cases where ROBO's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 80%.
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ROBO as a result. In 62 of 74 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 84%.
The Moving Average Convergence Divergence Histogram (MACD) for ROBO turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In 36 of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at 80%.
ROBO moved below its 50-day moving average on October 12, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for ROBO crossed bearishly below the 50-day moving average on October 15, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 76%.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where ROBO's RSI Indicator exited the oversold zone, 27 of 31 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 87%.
Following a +3.42% 3-day Advance, the price is estimated to grow further. Considering data from situations where ROBO advanced for three days, in 280 of 327 cases, the price rose further within the following month. The odds of a continued upward trend are 86%.
ROBO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 225 of 252 cases where ROBO Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 89%.
| RGT | ROBO | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 87% |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 84% |
| MACD ODDS (%) | 2 days ago 90% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 88% | 2 days ago 85% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 85% |
| Advances ODDS (%) | 6 days ago 86% | 7 days ago 86% |
| Declines ODDS (%) | 12 days ago 83% | 5 days ago 85% |
| BollingerBands ODDS (%) | 2 days ago 86% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 89% |
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RGT and
Correlation & Price change
A.I.dvisor indicates that over the last year, RGT has been loosely correlated with ESAB. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if RGT jumps, then ESAB could also see price increases.
| Ticker / NAME | Correlation To RGT | 1D Price Change % | ||
|---|---|---|---|---|
| RGT | 100% | +0.17% | ||
| ESAB - RGT | 49% Loosely correlated | -0.33% | ||
| APG - RGT | 42% Loosely correlated | +2.36% | ||
| GFF - RGT | 42% Loosely correlated | -1.85% | ||
| SII - RGT | 31% Poorly correlated | +2.84% | ||
| APAM - RGT | 31% Poorly correlated | +0.57% | ||
More | ||||
ROBO and
Correlation & Price change
A.I.dvisor indicates that over the last year, ROBO has been loosely correlated with EMR. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if ROBO jumps, then EMR could also see price increases.
| Ticker / NAME | Correlation To ROBO | 1D Price Change % | ||
|---|---|---|---|---|
| ROBO | 100% | -0.45% | ||
| EMR - ROBO | 65% Loosely correlated | +0.26% | ||
| JOBY - ROBO | 63% Loosely correlated | +0.83% | ||
| COHR - ROBO | 63% Loosely correlated | +3.77% | ||
| ROK - ROBO | 61% Loosely correlated | +1.41% | ||
| CLS - ROBO | 59% Loosely correlated | +4.30% | ||
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