ENTR vs. UBOT
Compare and contrast key facts about ERShares Entrepreneurs ETF (ENTR) and Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT).
ENTR and UBOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ENTR is a passively managed fund by Capital Impact Advisors that tracks the performance of the Entrepreneur 30 Index. It was launched on Nov 8, 2017. UBOT is a passively managed fund by Direxion that tracks the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). It was launched on Apr 19, 2018. Both ENTR and UBOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENTR or UBOT.
Key characteristics
| ENTR | UBOT | |
|---|---|---|
| YTD Return | 26.48% | 23.15% |
| 1Y Return | 47.41% | 65.03% |
| 3Y Return (Ann) | 0.46% | -22.15% |
| 5Y Return (Ann) | 10.62% | 3.66% |
| Sharpe Ratio | 2.19 | 1.51 |
| Sortino Ratio | 2.94 | 2.02 |
| Omega Ratio | 1.37 | 1.26 |
| Calmar Ratio | 1.18 | 0.90 |
| Martin Ratio | 13.70 | 5.08 |
| Ulcer Index | 3.60% | 12.69% |
| Daily Std Dev | 22.46% | 42.78% |
| Max Drawdown | -56.28% | -86.01% |
| Current Drawdown | -13.36% | -53.07% |
Correlation
The correlation between ENTR and UBOT is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ENTR vs. UBOT - Performance Comparison
In the year-to-date period, ENTR achieves a 26.48% return, which is significantly higher than UBOT's 23.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ENTR vs. UBOT - Expense Ratio Comparison
ENTR has a 0.49% expense ratio, which is lower than UBOT's 1.29% expense ratio.
Risk-Adjusted Performance
ENTR vs. UBOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares Entrepreneurs ETF (ENTR) 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.
Dividends
ENTR vs. UBOT - Dividend Comparison
ENTR's dividend yield for the trailing twelve months is around 0.05%, less than UBOT's 1.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
ENTR ERShares Entrepreneurs ETF | 0.05% | 0.06% | 0.00% | 57.75% | 6.31% | 0.08% | 0.19% | 0.08% |
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 1.15% | 0.65% | 0.00% | 2.25% | 15.83% | 0.56% | 0.33% | 0.00% |
Drawdowns
ENTR vs. UBOT - Drawdown Comparison
The maximum ENTR drawdown since its inception was -56.28%, smaller than the maximum UBOT drawdown of -86.01%. Use the drawdown chart below to compare losses from any high point for ENTR and UBOT. For additional features, visit the drawdowns tool.
Volatility
ENTR vs. UBOT - Volatility Comparison
The current volatility for ERShares Entrepreneurs ETF (ENTR) is 6.62%, while Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a volatility of 11.60%. This indicates that ENTR 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.