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UBOT vs. AGIQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UBOT vs. AGIQ

Last updated Aug 6, 2026
Documentation

UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - UBOT tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%) while AGIQ tracks the BITA US Agentic AI Select Index. Both are passively managed. Their correlation of 0.81 means they have usually moved in the same direction. UBOT charges 1.29%/yr vs 0.69%/yr for AGIQ.

Performance

UBOT vs. AGIQ - Performance Comparison

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

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Returns By Period

In the year-to-date period, UBOT achieves a -2.62% return, which is significantly lower than AGIQ's 11.47% return.

UBOT

1D
1.17%
1M
-6.03%
6M
-3.64%
YTD
-2.62%
1Y
7.15%
3Y*
7.92%
5Y*
-9.02%
10Y*
—
ALL TIME*
-5.68%

AGIQ

1D
-0.31%
1M
1.93%
6M
17.08%
YTD
11.47%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

AGIQ

SoFi Agentic AI ETF
$105.58K$103.32K$180.37K

UBOT

Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares
$403.24K$375.59K$557.36K

UBOT vs. AGIQ - Yearly Performance Comparison

2026 (YTD)2025
UBOT
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares		-2.62%15.31%
AGIQ
SoFi Agentic AI ETF		11.47%13.79%

Correlation

The correlation between UBOT and AGIQ is 0.81, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 3, 2025

0.81

UBOT vs. AGIQ - Sectors Allocation Comparison

Sectors
UBOT
AGIQ

Industrials

50.8%
14.9%

Technology

30.8%
56.0%

Healthcare

8.0%
13.4%

Consumer Cyclical

6.2%
9.5%

Communication Services

4.2%
6.0%

Financial Services

0.9%

-

Energy

0.5%

-

Consumer Defensive

0.0%

-

Basic Materials

0.0%

-

Utilities

0.0%

-

Real Estate

-

-

Industrials

UBOT
50.8%
AGIQ
14.9%

Technology

UBOT
30.8%
AGIQ
56.0%

Healthcare

UBOT
8.0%
AGIQ
13.4%

Consumer Cyclical

UBOT
6.2%
AGIQ
9.5%

Communication Services

UBOT
4.2%
AGIQ
6.0%

Financial Services

UBOT
0.9%
AGIQ

-

Energy

UBOT
0.5%
AGIQ

-

Consumer Defensive

UBOT
0.0%
AGIQ

-

Basic Materials

UBOT
0.0%
AGIQ

-

Utilities

UBOT
0.0%
AGIQ

-

Real Estate

UBOT

-

AGIQ

-

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Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares

SoFi Agentic AI ETF

Often compared with UBOT:
UBOT vs. BOTZUBOT vs. ROBOUBOT vs. IRBOUBOT vs. AIQUBOT vs. IWYUBOT vs. QQQUBOT vs. PLTR
Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME

Return for Risk

UBOT vs. AGIQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
UBOT
UBOT Risk / Return Rank: 1414
Overall Rank
UBOT Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
UBOT Sortino Ratio Rank: 1616
Sortino Ratio Rank
UBOT Omega Ratio Rank: 1515
Omega Ratio Rank
UBOT Calmar Ratio Rank: 1313
Calmar Ratio Rank
UBOT Martin Ratio Rank: 1313
Martin Ratio Rank
AGIQ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UBOT vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) and SoFi Agentic AI ETF (AGIQ). 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.

UBOTAGIQDifference
Sharpe ratioReturn per unit of total volatility
0.14

—

—

Sortino ratioReturn per unit of downside risk
0.57

—

—

Omega ratioGain probability vs. loss probability

1.07

—

—

Calmar ratioReturn relative to maximum drawdown

0.20

—

—

Martin ratioReturn relative to average drawdown

0.47

—

—

UBOT vs. AGIQ - Sharpe Ratio Comparison

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Drawdowns

UBOT vs. AGIQ - Drawdown Comparison

The maximum UBOT drawdown since its inception was -86.24%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for UBOT and AGIQ.

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Drawdown Indicators

UBOTAGIQDifference

Max Drawdown

Largest peak-to-trough decline

-86.24%

-19.72%

-66.52%

Max Drawdown (1Y)

Largest decline over 1 year

-36.64%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-51.64%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-82.90%

—

—

Current Drawdown

Current decline from peak

-52.85%

-1.27%

-51.58%

Average Drawdown

Average peak-to-trough decline

-49.91%

-6.22%

-43.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.36%

—

—

Volatility

UBOT vs. AGIQ - Volatility Comparison

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Volatility by Period

UBOTAGIQDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.80%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

43.30%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

52.63%

24.02%

+28.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.11%

24.02%

+30.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.54%

24.02%

+39.52%

UBOT vs. AGIQ - Expense Ratio Comparison

UBOT has a 1.29% expense ratio, which is higher than AGIQ's 0.69% expense ratio.

Dividends

UBOT vs. AGIQ - Dividend Comparison

UBOT's dividend yield for the trailing twelve months is around 1.01%, less than AGIQ's 1.81% yield.

PositionTTM20252024202320222021202020192018
AGIQ
SoFi Agentic AI ETF		1.81%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UBOT
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares		1.01%0.78%1.45%0.65%0.00%2.25%15.83%0.55%0.33%

Frequently Asked Questions

UBOT and AGIQ have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AGIQ is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AGIQ is cheaper with a 0.69% expense ratio, compared with 1.29% for UBOT.

AGIQ has the higher dividend yield at 1.81%, compared with 1.01% for UBOT.

UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while AGIQ tracks BITA US Agentic AI Select Index. They also come from different issuers: Direxion and SoFi. Their fees differ too: 1.29% for UBOT and 0.69% for AGIQ.

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