ROBO vs. UBOT

Last updated Jun 4, 2026

ROBO (ROBO Global Robotics & Automation Index ETF) and UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) are both Robotics funds - ROBO tracks the ROBO Global Robotics and Automation TR Index while UBOT tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). Both are passively managed. Over the past 5 years, ROBO returned 7.13%/yr vs -6.34%/yr for UBOT. Their correlation of 0.92 suggests significant overlap in exposure. ROBO charges 0.95%/yr vs 1.29%/yr for UBOT.

Performance

ROBO vs. UBOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ROBO Global Robotics & Automation Index ETF (ROBO) 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, ROBO achieves a 29.33% return, which is significantly higher than UBOT's 16.93% return.

ROBO

• 1D: -0.77%
• 1M: 10.56%
• YTD: 29.33%
• 6M: 30.40%
• 1Y: 59.43%
• 3Y*: 17.13%
• 5Y*: 7.13%
• 10Y*: 13.65%

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)

ROBO vs. UBOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
ROBO ROBO Global Robotics & Automation Index ETF	29.33%	23.71%	-1.28%	23.74%	-33.92%	15.34%	45.26%	29.51%	-23.17%
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 ROBO and UBOT is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (All Time) Calculated using the full available price history since Apr 20, 2018	0.92

The correlation between ROBO and UBOT has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.

ROBO vs. UBOT - Sectors Allocation Comparison

Sectors	ROBO	UBOT
Industrials	46.8%	48.6%
Technology	41.9%	31.8%
Healthcare	4.9%	9.0%
Consumer Cyclical	3.1%	6.1%
Financial Services	2.2%	0.9%
Consumer Defensive	1.3%	0.0%
Communication Services	1.1%	4.5%
Basic Materials	-	0.0%
Energy	-	0.5%
Real Estate	-	-
Utilities	-	0.0%

Return for Risk

ROBO vs. UBOT — Risk / Return Rank

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

ROBO

ROBO Risk / Return Rank: 72
ROBO Sharpe Ratio Rank: 78
ROBO Sortino Ratio Rank: 74
ROBO Omega Ratio Rank: 70
ROBO Calmar Ratio Rank: 68
ROBO Martin Ratio Rank: 72

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.

ROBO vs. UBOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ROBO Global Robotics & Automation Index ETF (ROBO) 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.

	ROBO	UBOT	Difference
Sharpe ratio: Return per unit of total volatility	2.60	1.04	+1.56
Sortino ratio: Return per unit of downside risk	3.41	1.66	+1.74
Omega ratio: Gain probability vs. loss probability	1.43	1.19	+0.24
Calmar ratio: Return relative to maximum drawdown	3.44	1.38	+2.07
Martin ratio: Return relative to average drawdown	13.77	4.39	+9.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROBO vs. UBOT - Sharpe Ratio Comparison

The current ROBO Sharpe Ratio is 2.60, which is higher than the UBOT Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of ROBO 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

	ROBO	UBOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.60	1.04	+1.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.30	-0.12	+0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	-0.05	+0.55

Drawdowns

ROBO vs. UBOT - Drawdown Comparison

The maximum ROBO drawdown since its inception was -43.65%, smaller than the maximum UBOT drawdown of -86.01%. Use the drawdown chart below to compare losses from any high point for ROBO and UBOT.

Drawdown Indicators

	ROBO	UBOT	Difference
Max Drawdown Largest peak-to-trough decline	-43.65%	-86.01%	+42.36%
Max Drawdown (1Y) Largest decline over 1 year	-17.35%	-35.90%	+18.55%
Max Drawdown (3Y) Largest decline over 3 years	-27.92%	-51.64%	+23.72%
Max Drawdown (5Y) Largest decline over 5 years	-43.65%	-82.90%	+39.25%
Max Drawdown (10Y) Largest decline over 10 years	-43.65%	—	—
Current Drawdown Current decline from peak	-0.77%	-43.38%	+42.61%
Average Drawdown Average peak-to-trough decline	-12.93%	-49.53%	+36.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.33%	11.24%	-6.91%

Volatility

ROBO vs. UBOT - Volatility Comparison

The current volatility for ROBO Global Robotics & Automation Index ETF (ROBO) is 7.64%, while Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a volatility of 15.45%. This indicates that ROBO 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

	ROBO	UBOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.64%	15.45%	-7.81%
Volatility (6M) Calculated over the trailing 6-month period	18.06%	36.47%	-18.41%
Volatility (1Y) Calculated over the trailing 1-year period	23.01%	47.78%	-24.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.63%	52.94%	-29.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.16%	63.46%	-40.30%

ROBO vs. UBOT - Expense Ratio Comparison

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

Dividends

ROBO vs. UBOT - Dividend Comparison

ROBO's dividend yield for the trailing twelve months is around 0.33%, less than UBOT's 0.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROBO ROBO Global Robotics & Automation Index ETF	0.33%	0.42%	0.55%	0.05%	0.00%	0.18%	0.20%	0.37%	0.37%	0.02%	0.19%	0.28%
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%	0.00%

Frequently Asked Questions

Can I hold both ROBO and UBOT in my portfolio?

With a correlation of 0.91, ROBO 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, ROBO or UBOT?

UBOT has higher volatility (15.45%) compared to ROBO (7.64%). In terms of maximum drawdown, ROBO dropped -43.65% vs UBOT's -86.01%.

Which ETF is better, ROBO or UBOT?

On 5-year performance, ROBO leads with 7.13% vs -6.34% for UBOT. On fees, ROBO is cheaper at 0.95% per year. On volatility, ROBO has been the lower-risk option at 7.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ROBO or UBOT?

Over the 5-year period, ROBO has performed better with a 7.13% return vs -6.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROBO or UBOT?

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

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

UBOT has the higher dividend yield at 0.80%, compared with 0.33% for ROBO.

What is the main difference between ROBO and UBOT?

ROBO tracks ROBO Global Robotics and Automation TR Index, while UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). They also come from different issuers: Exchange Traded Concepts and Direxion. Their fees differ too: 0.95% for ROBO and 1.29% for UBOT.

Which has better risk-adjusted returns?

ROBO currently has the higher Sharpe Ratio (2.60 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.