UBOT vs. BITX
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and BITX (2x Bitcoin Strategy ETF) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while BITX is a Cryptocurrency fund tracking the S&P CME Bitcoin Futures Daily Roll Index (200%). Both are passively managed. Over the past year, UBOT returned 24.92% vs -74.95% for BITX. At a 0.38 correlation, their price movements are largely independent. UBOT charges 1.29%/yr vs 2.38%/yr for BITX.
Performance
UBOT vs. BITX - Performance Comparison
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Returns By Period
In the year-to-date period, UBOT achieves a -1.41% return, which is significantly higher than BITX's -55.39% return.
UBOT
- 1D
- -0.59%
- 1M
- -21.50%
- YTD
- -1.41%
- 6M
- -1.92%
- 1Y
- 24.92%
- 3Y*
- 3.57%
- 5Y*
- -9.40%
- 10Y*
- —
BITX
- 1D
- 0.08%
- 1M
- -37.85%
- YTD
- -55.39%
- 6M
- -58.72%
- 1Y
- -74.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UBOT vs. BITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -1.41% | 13.42% | 12.02% | -0.65% |
BITX 2x Bitcoin Strategy ETF | -55.39% | -38.71% | 163.41% | 46.18% |
Correlation
The correlation between UBOT and BITX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2023 | 0.38 |
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Return for Risk
UBOT vs. BITX — Risk / Return Rank
UBOT
BITX
UBOT vs. BITX - 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 2x Bitcoin Strategy ETF (BITX). 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.
| UBOT | BITX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +2.56 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.83 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | -0.91 | +1.61 |
| Martin ratioReturn relative to average drawdown | 2.14 | -1.45 | +3.59 |
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Drawdowns
UBOT vs. BITX - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.24%, roughly equal to the maximum BITX drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for UBOT and BITX.
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Drawdown Indicators
| UBOT | BITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.24% | -82.16% | -4.08% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -82.16% | +46.26% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | — | — |
Current DrawdownCurrent decline from peak | -52.26% | -80.28% | +28.02% |
Average DrawdownAverage peak-to-trough decline | -49.81% | -32.12% | -17.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.67% | 51.79% | -40.12% |
Volatility
UBOT vs. BITX - Volatility Comparison
The current volatility for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is 17.69%, while 2x Bitcoin Strategy ETF (BITX) has a volatility of 24.10%. This indicates that UBOT experiences smaller price fluctuations and is considered to be less risky than BITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | BITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.69% | 24.10% | -6.41% |
Volatility (6M)Calculated over the trailing 6-month period | 38.70% | 69.17% | -30.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.90% | 87.50% | -37.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.27% | 98.23% | -44.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.55% | 98.23% | -34.68% |
UBOT vs. BITX - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is lower than BITX's 2.38% expense ratio.
Dividends
UBOT vs. BITX - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 0.94%, less than BITX's 35.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BITX 2x Bitcoin Strategy ETF | 35.54% | 21.69% | 10.70% | 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
UBOT and BITX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BITX has higher volatility (24.10%) compared to UBOT (17.69%). In terms of maximum drawdown, UBOT dropped -86.24% vs BITX's -82.16%.
On 1-year performance, UBOT leads with 24.92% vs -74.95% for BITX. On fees, UBOT is cheaper at 1.29% 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.
Over the 1-year period, UBOT has performed better with a 24.92% return vs -74.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
UBOT is cheaper with a 1.29% expense ratio, compared with 2.38% for BITX.
BITX has the higher dividend yield at 35.54%, compared with 0.94% for UBOT.
UBOT is categorized as Robotics, while BITX is Cryptocurrency. UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while BITX tracks S&P CME Bitcoin Futures Daily Roll Index (200%). They also come from different issuers: Direxion and Volatility Shares. Their fees differ too: 1.29% for UBOT and 2.38% for BITX.
UBOT currently has the higher Sharpe Ratio (0.50 vs -0.86), 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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