UBOT vs. ARKQ

Last updated Jun 4, 2026

UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and ARKQ (ARK Autonomous Technology & Robotics ETF) are both Robotics funds. UBOT is passively managed, while ARKQ is actively managed. Over the past 5 years, UBOT returned -6.34%/yr vs 11.40%/yr for ARKQ. A 0.79 correlation means they provide meaningful diversification when combined. UBOT charges 1.29%/yr vs 0.75%/yr for ARKQ.

Performance

UBOT vs. ARKQ - 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 ARK Autonomous Technology & Robotics ETF (ARKQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UBOT achieves a 16.93% return, which is significantly lower than ARKQ's 21.08% return.

UBOT

• 1D: -1.65%
• 1M: 9.27%
• YTD: 16.93%
• 6M: 21.77%
• 1Y: 49.20%
• 3Y*: 12.40%
• 5Y*: -6.34%
• 10Y*: —

ARKQ

• 1D: -2.13%
• 1M: 8.33%
• YTD: 21.08%
• 6M: 23.88%
• 1Y: 72.69%
• 3Y*: 39.07%
• 5Y*: 11.40%
• 10Y*: 22.53%

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

UBOT vs. ARKQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
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%
ARKQ ARK Autonomous Technology & Robotics ETF	21.08%	48.81%	33.88%	40.70%	-46.75%	1.74%	107.20%	25.94%	-10.92%

Correlation

The correlation between UBOT and ARKQ is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.81
Correlation (All Time) Calculated using the full available price history since Apr 20, 2018	0.79

The correlation between UBOT and ARKQ has been stable across timeframes, ranging from 0.75 to 0.81 - a consistent structural relationship.

UBOT vs. ARKQ - Sectors Allocation Comparison

Sectors	UBOT	ARKQ
Industrials	48.6%	37.1%
Technology	31.8%	32.6%
Healthcare	9.0%	2.2%
Consumer Cyclical	6.1%	16.9%
Communication Services	4.5%	8.1%
Financial Services	0.9%	-
Energy	0.5%	1.9%
Consumer Defensive	0.0%	-
Basic Materials	0.0%	-
Utilities	0.0%	1.3%
Real Estate	-	-

Return for Risk

UBOT vs. ARKQ — Risk / Return Rank

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

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

ARKQ

ARKQ Risk / Return Rank: 62
ARKQ Sharpe Ratio Rank: 66
ARKQ Sortino Ratio Rank: 58
ARKQ Omega Ratio Rank: 54
ARKQ Calmar Ratio Rank: 70
ARKQ Martin Ratio Rank: 59

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.

UBOT vs. ARKQ - 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 ARK Autonomous Technology & Robotics ETF (ARKQ). 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.

	UBOT	ARKQ	Difference
Sharpe ratio: Return per unit of total volatility	1.04	2.25	-1.21
Sortino ratio: Return per unit of downside risk	1.66	2.79	-1.13
Omega ratio: Gain probability vs. loss probability	1.19	1.34	-0.15
Calmar ratio: Return relative to maximum drawdown	1.38	3.55	-2.17
Martin ratio: Return relative to average drawdown	4.39	10.75	-6.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UBOT vs. ARKQ - Sharpe Ratio Comparison

The current UBOT Sharpe Ratio is 1.04, which is lower than the ARKQ Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of UBOT and ARKQ, 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

	UBOT	ARKQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.04	2.25	-1.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.12	0.36	-0.48
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	0.66	-0.72

Drawdowns

UBOT vs. ARKQ - Drawdown Comparison

The maximum UBOT drawdown since its inception was -86.01%, which is greater than ARKQ's maximum drawdown of -59.89%. Use the drawdown chart below to compare losses from any high point for UBOT and ARKQ.

Drawdown Indicators

	UBOT	ARKQ	Difference
Max Drawdown Largest peak-to-trough decline	-86.01%	-59.89%	-26.12%
Max Drawdown (1Y) Largest decline over 1 year	-35.90%	-20.58%	-15.32%
Max Drawdown (3Y) Largest decline over 3 years	-51.64%	-30.76%	-20.88%
Max Drawdown (5Y) Largest decline over 5 years	-82.90%	-55.71%	-27.19%
Max Drawdown (10Y) Largest decline over 10 years	—	-59.89%	—
Current Drawdown Current decline from peak	-43.38%	-3.47%	-39.91%
Average Drawdown Average peak-to-trough decline	-49.53%	-17.24%	-32.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.24%	6.78%	+4.46%

Volatility

UBOT vs. ARKQ - Volatility Comparison

Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 15.45% compared to ARK Autonomous Technology & Robotics ETF (ARKQ) at 10.45%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than ARKQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UBOT	ARKQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.45%	10.45%	+5.00%
Volatility (6M) Calculated over the trailing 6-month period	36.47%	24.44%	+12.03%
Volatility (1Y) Calculated over the trailing 1-year period	47.78%	32.49%	+15.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.94%	32.23%	+20.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.46%	29.84%	+33.62%

UBOT vs. ARKQ - Expense Ratio Comparison

UBOT has a 1.29% expense ratio, which is higher than ARKQ's 0.75% expense ratio.

Dividends

UBOT vs. ARKQ - Dividend Comparison

UBOT's dividend yield for the trailing twelve months is around 0.80%, more than ARKQ's 0.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARKQ ARK Autonomous Technology & Robotics ETF	0.22%	0.27%	0.00%	0.00%	0.00%	0.80%	0.86%	0.00%	2.86%	1.54%	0.00%	0.98%
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 UBOT and ARKQ in my portfolio?

UBOT and ARKQ have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, UBOT or ARKQ?

UBOT has higher volatility (15.45%) compared to ARKQ (10.45%). In terms of maximum drawdown, UBOT dropped -86.01% vs ARKQ's -59.89%.

Which ETF is better, UBOT or ARKQ?

On 5-year performance, ARKQ leads with 11.40% vs -6.34% for UBOT. On fees, ARKQ is cheaper at 0.75% per year. On volatility, ARKQ has been the lower-risk option at 10.45%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UBOT or ARKQ?

Over the 5-year period, ARKQ has performed better with a 11.40% return vs -6.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UBOT or ARKQ?

ARKQ is cheaper with a 0.75% expense ratio, compared with 1.29% for UBOT.

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

UBOT has the higher dividend yield at 0.80%, compared with 0.22% for ARKQ.

What is the main difference between UBOT and ARKQ?

They also come from different issuers: Direxion and ARK. Their fees differ too: 1.29% for UBOT and 0.75% for ARKQ.

Which has better risk-adjusted returns?

ARKQ currently has the higher Sharpe Ratio (2.25 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.