DRN vs. UBOT
DRN (Direxion Daily Real Estate Bull 3x Shares) and UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) are both exchange-traded funds - DRN is a REIT fund tracking the MSCI US REIT Index (300%), while UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). Both are passively managed. Over the past 5 years, DRN returned -10.93%/yr vs -10.84%/yr for UBOT. At a 0.42 correlation, their price movements are largely independent. DRN charges 0.99%/yr vs 1.29%/yr for UBOT.
Performance
DRN vs. UBOT - Performance Comparison
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Returns By Period
In the year-to-date period, DRN achieves a 33.89% return, which is significantly higher than UBOT's -14.56% return.
DRN
- 1D
- -0.27%
- 1M
- 10.75%
- 6M
- 25.08%
- YTD
- 33.89%
- 1Y
- 16.77%
- 3Y*
- 6.16%
- 5Y*
- -10.93%
- 10Y*
- -6.51%
- ALL TIME*
- 14.20%
UBOT
- 1D
- 3.58%
- 1M
- -18.55%
- 6M
- -18.05%
- YTD
- -14.56%
- 1Y
- -1.35%
- 3Y*
- -0.24%
- 5Y*
- -10.84%
- 10Y*
- —
- ALL TIME*
- -7.19%
DRN vs. UBOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DRN Direxion Daily Real Estate Bull 3x Shares | 33.89% | -11.24% | -5.29% | 12.03% | -67.26% | 152.94% | -55.37% | 81.86% | -0.56% |
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -14.56% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.74% |
Correlation
The correlation between DRN and UBOT is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | 0.42 |
Over the past year, the correlation between DRN and UBOT has dropped to 0.13 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
DRN vs. UBOT — Risk / Return Rank
DRN
UBOT
DRN vs. UBOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Real Estate Bull 3x Shares (DRN) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DRN | UBOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | -0.04 | +0.73 |
| Martin ratioReturn relative to average drawdown | 1.54 | -0.10 | +1.64 |
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Drawdowns
DRN vs. UBOT - Drawdown Comparison
The maximum DRN drawdown since its inception was -86.32%, roughly equal to the maximum UBOT drawdown of -86.24%. Use the drawdown chart below to compare losses from any high point for DRN and UBOT.
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Drawdown Indicators
| DRN | UBOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.32% | -86.24% | -0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -24.28% | -35.90% | +11.62% |
Max Drawdown (3Y)Largest decline over 3 years | -48.26% | -51.64% | +3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -80.58% | -82.90% | +2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -86.32% | — | — |
Current DrawdownCurrent decline from peak | -61.82% | -58.63% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -35.27% | -49.86% | +14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.92% | 13.95% | -3.03% |
Volatility
DRN vs. UBOT - Volatility Comparison
The current volatility for Direxion Daily Real Estate Bull 3x Shares (DRN) is 14.03%, while Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a volatility of 19.42%. This indicates that DRN 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.
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Volatility by Period
| DRN | UBOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.03% | 19.42% | -5.39% |
Volatility (6M)Calculated over the trailing 6-month period | 33.15% | 42.46% | -9.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.57% | 52.53% | -9.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.85% | 53.88% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.80% | 63.57% | -2.77% |
DRN vs. UBOT - Expense Ratio Comparison
DRN has a 0.99% expense ratio, which is lower than UBOT's 1.29% expense ratio.
Dividends
DRN vs. UBOT - Dividend Comparison
DRN's dividend yield for the trailing twelve months is around 1.84%, more than UBOT's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DRN Direxion Daily Real Estate Bull 3x Shares | 1.84% | 2.81% | 2.24% | 2.84% | 2.70% | 4.21% | 1.90% | 2.59% | 3.11% | 0.91% |
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 1.15% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% | 0.00% |
Frequently Asked Questions
DRN and UBOT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBOT has higher volatility (19.42%) compared to DRN (14.03%). In terms of maximum drawdown, DRN dropped -86.32% vs UBOT's -86.24%.
On 5-year performance, UBOT leads with -10.84% vs -10.93% for DRN. On fees, DRN is cheaper at 0.99% per year. On volatility, DRN has been the lower-risk option at 14.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, UBOT has performed better with a -10.84% return vs -10.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DRN is cheaper with a 0.99% expense ratio, compared with 1.29% for UBOT.
DRN has the higher dividend yield at 1.84%, compared with 1.15% for UBOT.
DRN is categorized as REIT, while UBOT is Robotics. DRN tracks MSCI US REIT Index (300%), while UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). Their fees differ too: 0.99% for DRN and 1.29% for UBOT.
DRN currently has the higher Sharpe Ratio (0.40 vs -0.03), 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.
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