Here are the ETFs I picked and how they’ve performed:

Admittedly, it will be hard to top this list, but I thought I’d have another crack. So, here’s another trio of ETFs that I think are worth considering for an ISA in June (and holding well beyond).

Robot revolution

First up is Global X Robotics & AI ETF (LSE:BOTG), which is currently priced around £18.50 a share. This one does what it says on the tin, tracking an index packed with global robotics stocks.

What I like here, however, is that the fund isn’t full of semiconductor companies (like the iShares AI Innovation ETF above). These have been on fire recently and are now too hot for my liking.

Instead, this fund is mainly invested in companies that build robotics hardware, machines, and medical devices. Top holdings include Keyence (advanced machine vision and sensors), Fanuc (a leader in factory robotic arms), and ABB (industrial automation).

Of course, it wouldn’t be a robotics/AI ETF if it didn’t hold Nvidia, and this is the fourth-largest holding. Earlier this year, Nvidia CEO Jensen Huang announced: “Physical AI has arrived — every industrial company will become a robotics company.”

Still, risks here include sector concentration, supply chain issues such as chip shortages, and a potential global recession.

Undoubtedly though, this ETF offers exposure to a very powerful investing theme. After all, Huang has said humanoid robots and labour automation has a $40trn total addressable market.

Whatever the size, it’s a vast multi-decade opportunity, and I reckon this ETF is a smart way to consider playing it.

European blue-chips

The second fund — iShares Core EURO STOXX 50 ETF (LSE:EUE) — is far less sexy. But if investors were to rotate away from highly concentrated US tech valuations, this ETF could benefit.

That’s because this diversified index tracks the 50 largest blue chips in the Eurozone. So we’ve got banks (UniCredit, BNP Paribas, Banco Santander), consumer staples (L’Oréal and Budweiser owner Anheuser-Busch), and engineering giant Siemens.

Additionally, some European companies here are exceptionally rare, like plane maker Airbus, semiconductor equipment giant ASML, and luxury brands Ferrari and Hermès.

Clearly, an economic slowdown across the Eurozone is a risk. But whereas the S&P 500‘s price-to-earnings (P/E) ratio currently hovers around 32, the P/E multiple here is just 18. So there’s a more reasonable starting valuation.

There’s also a 2.6% dividend yield.

Defence (again)

Finally, I’m going with HANetf Future of Defence ETF again. This one was first highlighted here by my colleague Edward Sheldon (it’s up about 65% since he first picked it in late 2024).

The ETF holds firms benefitting from surging NATO defence spend, including BAE Systems and RTX Corp. However, it also offers a modern twist, with plenty of cybersecurity exposure (cyber warfare is escalating).

A defence sector sell-off is an obvious risk, but with NATO members upping defence spending to the equivalent of 5% of GDP by 2035, I think this ETF has more to give.

After all, it will likely translate into hundreds of billions of euros spent beefing up military capabilities.

Should you invest £5,000 in Hanetf Icav - Future Of Defence Ucits ETF right now?

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Ben McPoland owns shares in BAE Systems, Ferrari and Nvidia.

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