New York, NY – June 5, 2025 – Krane Funds Advisors, LLC (“KraneShares”), an asset management firm known for its global exchange-traded funds (ETFs), announced the launch of the KraneShares Global Humanoid and Embodied Intelligence Index ETF (Ticker: KOID). KOID represents the first US-listed thematic equity ETF that captures the global humanoid opportunity.¹ 

Thanks to breakthroughs in AI, machine learning, advanced materials, and robotics manufacturing, commercial and retail applications of humanoid robotics and embodied intelligence are now a reality. Humanoid robots—including Tesla’s Optimus, Figure AI, and Unitree—are already demonstrating impressive performance in human tasks in both factory and home settings. The Morgan Stanley Global Humanoid Model projects there could be 1 billion humanoids and $5 trillion in annual revenue by 2050.²

KOID seeks to capture the global humanoid and embodied intelligence ecosystem, which refers to artificial intelligence (AI) systems integrated into physical machines that can sense, learn, and interact with the real world. Humanoid robotics, a key subset of embodied intelligence, focuses on robots with human-like forms and capabilities designed to work seamlessly in environments built for people, like factories, hospitals, and homes. The acceleration of bringing robots to the commercial and retail markets stems from the need to address urgent global challenges like labor shortages, aging populations, and greater efficiency and safety across industries.

“Soon, the cost of a humanoid robot could be less than a car³,” said KraneShares Senior Investment Strategist Derek Yan, CFA. “We see compelling investment opportunities among the humanoid enablers and supply-chain partners that will bring humanoid robots into our daily lives at scale."

Unlike legacy robotics‐focused ETFs, KOID focuses exclusively on humanoid robotics and embodied AI, positioning itself at the forefront of the next generation of robotics innovation. KOID aims to capture the full spectrum of enabling technologies that form the foundation of humanoid development, including humanoid integration & manufacturing, mechanical systems, sensing & perception, actuation systems (the “muscle” of the robot), semiconductors & technology, and critical materials. KOID offers global exposure to companies based primarily in the United States, China, and Japan within the information technology, industrial, and consumer discretionary sectors.

“We are excited to bring the Humanoid opportunity to global investors through KOID, the latest addition to our suite of innovative global thematic ETFs,” said KraneShares CEO Jonathan Krane. “At KraneShares, our core goal is to launch strategies like KOID to capture emerging megatrends, giving our clients access to powerful growth opportunities as they accelerate.”

The KOID ETF will track the MerQube Global Humanoid and Embodied Intelligence Index, which is designed to capture the performance of companies engaged in humanoid and embodied intelligence-related business.

For more information on the KraneShares Global Humanoid and Embodied Intelligence Index ETF (Ticker: KOID), please visit https://kraneshares.com/koid or consult your financial advisor.

About KraneShares

KraneShares is a specialist investment manager focused on China, Climate, and Alternatives. KraneShares seeks to provide innovative, high-conviction, and first-to-market strategies based on the firm and its partners' deep investing knowledge. KraneShares identifies and delivers groundbreaking capital market opportunities and believes investors should have cost-effective and transparent tools for attaining exposure to various asset classes. The firm was founded in 2013 and serves institutions and financial professionals globally. The firm is a signatory of the United Nations-supported Principles for Responsible Investment (UN PRI).

Citations:

1. Data from Bloomberg as of 5/27/2025.
2. “Humanoids: 1bn Robots and $5tn Revenues by 2050, China is in Pole Position” Morgan Stanley Research, 4/28/2025.
3. “Could AI Robots Help Fill the Labor Gap?” Morgan Stanley Research, 8/13/2024.