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UBOT vs. ARTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UBOT vs. ARTY

Last updated Aug 6, 2026
Documentation

UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and ARTY (iShares Future AI & Tech ETF) are both Artificial Intelligence funds - UBOT tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%) while ARTY tracks the Morningstar Global Artificial Intelligence Select Index (Net). Both are passively managed. Over the past 5 years, UBOT returned -9.02%/yr vs 11.53%/yr for ARTY. Their correlation of 0.84 means they have usually moved in the same direction. UBOT charges 1.29%/yr vs 0.47%/yr for ARTY.

Performance

UBOT vs. ARTY - 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 iShares Future AI & Tech ETF (ARTY). 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 ARTY's 49.99% 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%

ARTY

1D
-1.38%
1M
-0.32%
6M
48.44%
YTD
49.99%
1Y
69.35%
3Y*
30.39%
5Y*
11.53%
10Y*
—
ALL TIME*
15.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

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

ARTY

iShares Future AI & Tech ETF
$36.54M$36.31M$57.12M

UBOT

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

UBOT vs. ARTY - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
UBOT
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares		-2.62%13.42%12.02%72.59%-72.45%9.78%80.13%87.34%-60.05%
ARTY
iShares Future AI & Tech ETF		49.99%29.97%8.02%36.37%-37.89%6.32%48.85%34.47%-13.76%

Correlation

The correlation between UBOT and ARTY is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.77

Correlation (3Y)
Balances recent behavior with more history.

0.81

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.85

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2018

0.84

The correlation between UBOT and ARTY has been stable across timeframes, ranging from 0.77 to 0.85 - a consistent structural relationship.

UBOT vs. ARTY - Sectors Allocation Comparison

Sectors
UBOT
ARTY

Industrials

50.8%
5.3%

Technology

30.8%
87.8%

Healthcare

8.0%
0.9%

Consumer Cyclical

6.2%

-

Communication Services

4.2%
3.0%

Financial Services

0.9%
0.7%

Energy

0.5%

-

Consumer Defensive

0.0%

-

Basic Materials

0.0%

-

Utilities

0.0%
1.6%

Real Estate

-

1.4%

Industrials

UBOT
50.8%
ARTY
5.3%

Technology

UBOT
30.8%
ARTY
87.8%

Healthcare

UBOT
8.0%
ARTY
0.9%

Consumer Cyclical

UBOT
6.2%
ARTY

-

Communication Services

UBOT
4.2%
ARTY
3.0%

Financial Services

UBOT
0.9%
ARTY
0.7%

Energy

UBOT
0.5%
ARTY

-

Consumer Defensive

UBOT
0.0%
ARTY

-

Basic Materials

UBOT
0.0%
ARTY

-

Utilities

UBOT
0.0%
ARTY
1.6%

Real Estate

UBOT

-

ARTY
1.4%

Compare stocks, funds, or ETFs

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

iShares Future AI & Tech ETF

Often compared with UBOT:
UBOT vs. BOTZUBOT vs. ROBOUBOT vs. IRBOUBOT vs. AIQUBOT vs. IWYUBOT vs. QQQUBOT vs. PLTR
Often compared with ARTY:
ARTY vs. BOTZARTY vs. QQQARTY vs. ARKQARTY vs. AIQARTY vs. BAIARTY vs. SPYARTY vs. IETC

Return for Risk

UBOT vs. ARTY — 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
ARTY
ARTY Risk / Return Rank: 6666
Overall Rank
ARTY Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 6161
Sortino Ratio Rank
ARTY Omega Ratio Rank: 6161
Omega Ratio Rank
ARTY Calmar Ratio Rank: 7373
Calmar Ratio Rank
ARTY Martin Ratio Rank: 6767
Martin Ratio Rank
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. ARTY - 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 iShares Future AI & Tech ETF (ARTY). 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.

UBOTARTYDifference
Sharpe ratioReturn per unit of total volatility
0.14
1.84

-1.71

Sortino ratioReturn per unit of downside risk
0.57
2.33

-1.76

Omega ratioGain probability vs. loss probability

1.07

1.30

-0.23

Calmar ratioReturn relative to maximum drawdown

0.20

2.90

-2.71

Martin ratioReturn relative to average drawdown

0.47

9.26

-8.80

UBOT vs. ARTY - Sharpe Ratio Comparison

The current UBOT Sharpe Ratio is 0.14, which is lower than the ARTY Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of UBOT and ARTY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

UBOT vs. ARTY - Drawdown Comparison

The maximum UBOT drawdown since its inception was -86.24%, which is greater than ARTY's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for UBOT and ARTY.

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Drawdown Indicators

UBOTARTYDifference

Max Drawdown

Largest peak-to-trough decline

-86.24%

-54.50%

-31.74%

Max Drawdown (1Y)

Largest decline over 1 year

-36.64%

-24.00%

-12.64%

Max Drawdown (3Y)

Largest decline over 3 years

-51.64%

-32.44%

-19.20%

Max Drawdown (5Y)

Largest decline over 5 years

-82.90%

-50.53%

-32.37%

Current Drawdown

Current decline from peak

-52.85%

-10.51%

-42.34%

Average Drawdown

Average peak-to-trough decline

-49.91%

-19.67%

-30.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.36%

7.51%

+7.85%

Volatility

UBOT vs. ARTY - Volatility Comparison

Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 16.80% compared to iShares Future AI & Tech ETF (ARTY) at 15.22%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than ARTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

UBOTARTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.80%

15.22%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

43.30%

33.59%

+9.71%

Volatility (1Y)

Calculated over the trailing 1-year period

52.63%

37.82%

+14.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.11%

30.47%

+23.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.54%

28.73%

+34.81%

UBOT vs. ARTY - Expense Ratio Comparison

UBOT has a 1.29% expense ratio, which is higher than ARTY's 0.47% expense ratio.

Dividends

UBOT vs. ARTY - Dividend Comparison

UBOT's dividend yield for the trailing twelve months is around 1.01%, more than ARTY's 0.06% yield.

PositionTTM20252024202320222021202020192018
ARTY
iShares Future AI & Tech ETF		0.06%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%
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 ARTY have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UBOT has higher volatility (16.80%) compared to ARTY (15.22%). In terms of maximum drawdown, UBOT dropped -86.24% vs ARTY's -54.50%.

On 5-year performance, ARTY leads with 11.53% vs -9.02% for UBOT. On fees, ARTY is cheaper at 0.47% per year. On volatility, ARTY has been the lower-risk option at 15.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ARTY has performed better with a 11.53% return vs -9.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ARTY is cheaper with a 0.47% expense ratio, compared with 1.29% for UBOT.

UBOT has the higher dividend yield at 1.01%, compared with 0.06% for ARTY.

UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net). They also come from different issuers: Direxion and iShares. Their fees differ too: 1.29% for UBOT and 0.47% for ARTY.

ARTY currently has the higher Sharpe Ratio (1.84 vs 0.14), 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.

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