MSOX vs. UBOT

Last updated Jun 13, 2026

MSOX (Advisorshares Msos 2x Daily ETF) and UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) are both exchange-traded funds - MSOX is a Leveraged Equities fund actively managed by AdvisorShares, while UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). MSOX is actively managed, while UBOT is passively managed. Over the past 3 years, MSOX returned -61.73%/yr vs 3.57%/yr for UBOT. At a 0.25 correlation, their price movements are largely independent. MSOX charges 0.95%/yr vs 1.29%/yr for UBOT.

Performance

MSOX vs. UBOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Advisorshares Msos 2x Daily ETF (MSOX) 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, MSOX achieves a -23.66% return, which is significantly lower than UBOT's -1.41% return.

MSOX

• 1D: -7.32%
• 1M: 0.59%
• YTD: -23.66%
• 6M: -56.93%
• 1Y: 36.25%
• 3Y*: -61.73%
• 5Y*: —
• 10Y*: —

UBOT

• 1D: -0.59%
• 1M: -21.50%
• YTD: -1.41%
• 6M: -1.92%
• 1Y: 24.92%
• 3Y*: 3.57%
• 5Y*: -9.40%
• 10Y*: —

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

MSOX vs. UBOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
MSOX Advisorshares Msos 2x Daily ETF	-23.66%	-51.20%	-87.32%	-39.26%	-76.29%
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	-1.41%	13.42%	12.02%	72.59%	-15.05%

Correlation

The correlation between MSOX and UBOT is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (All Time) Calculated using the full available price history since Aug 24, 2022	0.25

The correlation between MSOX and UBOT shifts across timeframes, from 0.23 (3 years) to 0.33 (1 year), reflecting how their relationship changes across market environments.

MSOX vs. UBOT - Sectors Allocation Comparison

Sectors	MSOX	UBOT
Financial Services	183.7%	0.9%
Basic Materials	-	0.0%
Communication Services	-	4.5%
Consumer Cyclical	-	6.1%
Consumer Defensive	-	0.0%
Energy	-	0.5%
Healthcare	-	9.0%
Industrials	-	48.6%
Real Estate	-	-
Technology	-	31.8%
Utilities	-	0.0%

Return for Risk

MSOX vs. UBOT — Risk / Return Rank

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

MSOX

MSOX Risk / Return Rank: 25
MSOX Sharpe Ratio Rank: 12
MSOX Sortino Ratio Rank: 46
MSOX Omega Ratio Rank: 41
MSOX Calmar Ratio Rank: 15
MSOX Martin Ratio Rank: 13

UBOT

UBOT Risk / Return Rank: 20
UBOT Sharpe Ratio Rank: 18
UBOT Sortino Ratio Rank: 21
UBOT Omega Ratio Rank: 20
UBOT Calmar Ratio Rank: 19
UBOT Martin Ratio Rank: 21

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.

MSOX vs. UBOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Advisorshares Msos 2x Daily ETF (MSOX) 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.

	MSOX	UBOT	Difference
Sharpe ratio: Return per unit of total volatility	0.17	0.50	-0.34
Sortino ratio: Return per unit of downside risk	2.05	1.03	+1.02
Omega ratio: Gain probability vs. loss probability	1.24	1.12	+0.12
Calmar ratio: Return relative to maximum drawdown	0.43	0.70	-0.27
Martin ratio: Return relative to average drawdown	0.65	2.14	-1.49

MSOX vs. UBOT - Sharpe Ratio Comparison

The current MSOX Sharpe Ratio is 0.17, which is lower than the UBOT Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of MSOX 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.

Drawdowns

MSOX vs. UBOT - Drawdown Comparison

The maximum MSOX drawdown since its inception was -99.75%, which is greater than UBOT's maximum drawdown of -86.24%. Use the drawdown chart below to compare losses from any high point for MSOX and UBOT.

Drawdown Indicators

	MSOX	UBOT	Difference
Max Drawdown Largest peak-to-trough decline	-99.75%	-86.24%	-13.51%
Max Drawdown (1Y) Largest decline over 1 year	-84.89%	-35.90%	-48.99%
Max Drawdown (3Y) Largest decline over 3 years	-98.83%	-51.64%	-47.19%
Max Drawdown (5Y) Largest decline over 5 years	—	-82.90%	—
Current Drawdown Current decline from peak	-99.50%	-52.26%	-47.24%
Average Drawdown Average peak-to-trough decline	-88.83%	-49.81%	-39.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	56.03%	11.67%	+44.36%

Volatility

MSOX vs. UBOT - Volatility Comparison

Advisorshares Msos 2x Daily ETF (MSOX) has a higher volatility of 46.66% compared to Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) at 17.69%. This indicates that MSOX's price experiences larger fluctuations and is considered to be riskier than UBOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MSOX	UBOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	46.66%	17.69%	+28.97%
Volatility (6M) Calculated over the trailing 6-month period	155.67%	38.70%	+116.97%
Volatility (1Y) Calculated over the trailing 1-year period	220.30%	49.90%	+170.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	168.37%	53.27%	+115.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	168.37%	63.55%	+104.82%

MSOX vs. UBOT - Expense Ratio Comparison

MSOX has a 0.95% expense ratio, which is lower than UBOT's 1.29% expense ratio.

Dividends

MSOX vs. UBOT - Dividend Comparison

MSOX has not paid dividends to shareholders, while UBOT's dividend yield for the trailing twelve months is around 0.94%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
MSOX Advisorshares Msos 2x Daily ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	0.94%	0.78%	1.45%	0.65%	0.00%	2.25%	15.83%	0.55%	0.33%

Frequently Asked Questions

Can I hold both MSOX and UBOT in my portfolio?

MSOX and UBOT have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MSOX or UBOT?

MSOX has higher volatility (46.66%) compared to UBOT (17.69%). In terms of maximum drawdown, MSOX dropped -99.75% vs UBOT's -86.24%.

Which ETF is better, MSOX or UBOT?

On 3-year performance, UBOT leads with 3.57% vs -61.73% for MSOX. On fees, MSOX is cheaper at 0.95% per year. On volatility, UBOT has been the lower-risk option at 17.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MSOX or UBOT?

Over the 3-year period, UBOT has performed better with a 3.57% return vs -61.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MSOX or UBOT?

MSOX is cheaper with a 0.95% expense ratio, compared with 1.29% for UBOT.

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

UBOT has the higher dividend yield at 0.94%, compared with 0.00% for MSOX.

What is the main difference between MSOX and UBOT?

MSOX is categorized as Leveraged Equities, while UBOT is Robotics. They also come from different issuers: AdvisorShares and Direxion. Their fees differ too: 0.95% for MSOX and 1.29% for UBOT.

Which has better risk-adjusted returns?

UBOT currently has the higher Sharpe Ratio (0.50 vs 0.17), 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.