BOTZ vs. UBOT

Last updated Jun 4, 2026

BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF) and UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) are both Robotics funds - BOTZ tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index while UBOT tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). Both are passively managed. Over the past 5 years, BOTZ returned 3.18%/yr vs -6.34%/yr for UBOT. With a 0.98 correlation, they move nearly in lockstep. BOTZ charges 0.68%/yr vs 1.29%/yr for UBOT.

Performance

BOTZ vs. UBOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BOTZ achieves a 11.15% return, which is significantly lower than UBOT's 16.93% return.

BOTZ

• 1D: -0.91%
• 1M: 4.92%
• YTD: 11.15%
• 6M: 13.89%
• 1Y: 29.53%
• 3Y*: 12.97%
• 5Y*: 3.18%
• 10Y*: —

UBOT

• 1D: -1.65%
• 1M: 9.27%
• YTD: 16.93%
• 6M: 21.77%
• 1Y: 49.20%
• 3Y*: 12.40%
• 5Y*: -6.34%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BOTZ vs. UBOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	11.15%	14.17%	12.26%	38.97%	-42.69%	8.65%	51.92%	31.80%	-30.11%
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	16.93%	13.42%	12.02%	72.59%	-72.45%	9.78%	80.13%	87.34%	-71.27%

Correlation

The correlation between BOTZ and UBOT is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	0.99
Correlation (5Y) Calculated over the trailing 5-year period	0.99
Correlation (All Time) Calculated using the full available price history since Apr 20, 2018	0.98

The correlation between BOTZ and UBOT has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.

BOTZ vs. UBOT - Sectors Allocation Comparison

Sectors	BOTZ	UBOT
Industrials	48.6%	48.6%
Technology	31.8%	31.8%
Healthcare	9.0%	9.0%
Consumer Cyclical	6.1%	6.1%
Communication Services	4.5%	4.5%
Financial Services	0.9%	0.9%
Energy	0.5%	0.5%
Consumer Defensive	0.0%	0.0%
Basic Materials	0.0%	0.0%
Utilities	0.0%	0.0%
Real Estate	-	-

Return for Risk

BOTZ vs. UBOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BOTZ

BOTZ Risk / Return Rank: 33
BOTZ Sharpe Ratio Rank: 33
BOTZ Sortino Ratio Rank: 34
BOTZ Omega Ratio Rank: 31
BOTZ Calmar Ratio Rank: 31
BOTZ Martin Ratio Rank: 34

UBOT

UBOT Risk / Return Rank: 29
UBOT Sharpe Ratio Rank: 28
UBOT Sortino Ratio Rank: 30
UBOT Omega Ratio Rank: 28
UBOT Calmar Ratio Rank: 28
UBOT Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BOTZ vs. UBOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BOTZ	UBOT	Difference
Sharpe ratio: Return per unit of total volatility	1.24	1.04	+0.20
Sortino ratio: Return per unit of downside risk	1.87	1.66	+0.20
Omega ratio: Gain probability vs. loss probability	1.22	1.19	+0.02
Calmar ratio: Return relative to maximum drawdown	1.53	1.38	+0.16
Martin ratio: Return relative to average drawdown	5.26	4.39	+0.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BOTZ vs. UBOT - Sharpe Ratio Comparison

The current BOTZ Sharpe Ratio is 1.24, which is comparable to the UBOT Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of BOTZ and UBOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BOTZ	UBOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.24	1.04	+0.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.12	-0.12	+0.24
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	-0.05	+0.50

Drawdowns

BOTZ vs. UBOT - Drawdown Comparison

The maximum BOTZ drawdown since its inception was -55.54%, smaller than the maximum UBOT drawdown of -86.01%. Use the drawdown chart below to compare losses from any high point for BOTZ and UBOT.

Drawdown Indicators

	BOTZ	UBOT	Difference
Max Drawdown Largest peak-to-trough decline	-55.54%	-86.01%	+30.47%
Max Drawdown (1Y) Largest decline over 1 year	-19.34%	-35.90%	+16.56%
Max Drawdown (3Y) Largest decline over 3 years	-29.02%	-51.64%	+22.62%
Max Drawdown (5Y) Largest decline over 5 years	-55.54%	-82.90%	+27.36%
Current Drawdown Current decline from peak	-3.27%	-43.38%	+40.11%
Average Drawdown Average peak-to-trough decline	-18.32%	-49.53%	+31.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.63%	11.24%	-5.61%

Volatility

BOTZ vs. UBOT - Volatility Comparison

The current volatility for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) is 7.77%, while Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a volatility of 15.45%. This indicates that BOTZ experiences smaller price fluctuations and is considered to be less risky than UBOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOTZ	UBOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.77%	15.45%	-7.68%
Volatility (6M) Calculated over the trailing 6-month period	18.40%	36.47%	-18.07%
Volatility (1Y) Calculated over the trailing 1-year period	23.98%	47.78%	-23.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.73%	52.94%	-26.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.73%	63.46%	-37.73%

BOTZ vs. UBOT - Expense Ratio Comparison

BOTZ has a 0.68% expense ratio, which is lower than UBOT's 1.29% expense ratio.

Dividends

BOTZ vs. UBOT - Dividend Comparison

BOTZ's dividend yield for the trailing twelve months is around 0.59%, less than UBOT's 0.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	0.59%	0.66%	0.13%	0.20%	0.23%	0.16%	0.19%	0.83%	1.44%	0.01%	0.06%
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	0.80%	0.78%	1.45%	0.65%	0.00%	2.25%	15.83%	0.55%	0.33%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BOTZ and UBOT in my portfolio?

With a correlation of 1.00, BOTZ and UBOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BOTZ or UBOT?

UBOT has higher volatility (15.45%) compared to BOTZ (7.77%). In terms of maximum drawdown, BOTZ dropped -55.54% vs UBOT's -86.01%.

Which ETF is better, BOTZ or UBOT?

On 5-year performance, BOTZ leads with 3.18% vs -6.34% for UBOT. On fees, BOTZ is cheaper at 0.68% per year. On volatility, BOTZ has been the lower-risk option at 7.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BOTZ or UBOT?

Over the 5-year period, BOTZ has performed better with a 3.18% return vs -6.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BOTZ or UBOT?

BOTZ is cheaper with a 0.68% expense ratio, compared with 1.29% for UBOT.

Which ETF pays a higher dividend yield, BOTZ or UBOT?

UBOT has the higher dividend yield at 0.80%, compared with 0.59% for BOTZ.

What is the main difference between BOTZ and UBOT?

BOTZ tracks Indxx Global Robotics & Artificial Intelligence Thematic Index, while UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). They also come from different issuers: Global X and Direxion. Their fees differ too: 0.68% for BOTZ and 1.29% for UBOT.

Which has better risk-adjusted returns?

BOTZ currently has the higher Sharpe Ratio (1.24 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.