UBOT vs. DRN
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and DRN (Direxion Daily Real Estate Bull 3x Shares) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while DRN is a REIT fund tracking the MSCI US REIT Index (300%). Both are passively managed. Over the past 5 years, UBOT returned -10.84%/yr vs -10.93%/yr for DRN. At a 0.42 correlation, their price movements are largely independent. UBOT charges 1.29%/yr vs 0.99%/yr for DRN.
Performance
UBOT vs. DRN - Performance Comparison
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Returns By Period
In the year-to-date period, UBOT achieves a -14.56% return, which is significantly lower than DRN's 33.89% return.
UBOT
- 1D
- 3.58%
- 1M
- -18.55%
- 6M
- -18.05%
- YTD
- -14.56%
- 1Y
- -1.35%
- 3Y*
- -0.24%
- 5Y*
- -10.84%
- 10Y*
- —
- ALL TIME*
- -7.19%
DRN
- 1D
- -0.27%
- 1M
- 10.75%
- 6M
- 25.08%
- YTD
- 33.89%
- 1Y
- 16.77%
- 3Y*
- 6.16%
- 5Y*
- -10.93%
- 10Y*
- -6.51%
- ALL TIME*
- 14.20%
UBOT vs. DRN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -14.56% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.74% |
DRN Direxion Daily Real Estate Bull 3x Shares | 33.89% | -11.24% | -5.29% | 12.03% | -67.26% | 152.94% | -55.37% | 81.86% | -0.56% |
Correlation
The correlation between UBOT and DRN is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | 0.42 |
Over the past year, the correlation between UBOT and DRN has dropped to 0.13 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
UBOT vs. DRN — Risk / Return Rank
UBOT
DRN
UBOT vs. DRN - 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 Direxion Daily Real Estate Bull 3x Shares (DRN). 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 | DRN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.10 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.69 | -0.73 |
| Martin ratioReturn relative to average drawdown | -0.10 | 1.54 | -1.64 |
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Drawdowns
UBOT vs. DRN - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.24%, roughly equal to the maximum DRN drawdown of -86.32%. Use the drawdown chart below to compare losses from any high point for UBOT and DRN.
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Drawdown Indicators
| UBOT | DRN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.24% | -86.32% | +0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -24.28% | -11.62% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | -48.26% | -3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | -80.58% | -2.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -86.32% | — |
Current DrawdownCurrent decline from peak | -58.63% | -61.82% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -49.86% | -35.27% | -14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.95% | 10.92% | +3.03% |
Volatility
UBOT vs. DRN - Volatility Comparison
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 19.42% compared to Direxion Daily Real Estate Bull 3x Shares (DRN) at 14.03%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than DRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | DRN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.42% | 14.03% | +5.39% |
Volatility (6M)Calculated over the trailing 6-month period | 42.46% | 33.15% | +9.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.53% | 42.57% | +9.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.88% | 56.85% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.57% | 60.80% | +2.77% |
UBOT vs. DRN - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is higher than DRN's 0.99% expense ratio.
Dividends
UBOT vs. DRN - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 1.15%, less than DRN's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DRN Direxion Daily Real Estate Bull 3x Shares | 1.84% | 2.81% | 2.24% | 2.84% | 2.70% | 4.21% | 1.90% | 2.59% | 3.11% | 0.91% |
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 1.15% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% | 0.00% |
Frequently Asked Questions
UBOT and DRN have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBOT has higher volatility (19.42%) compared to DRN (14.03%). In terms of maximum drawdown, UBOT dropped -86.24% vs DRN's -86.32%.
On 5-year performance, UBOT leads with -10.84% vs -10.93% for DRN. On fees, DRN is cheaper at 0.99% per year. On volatility, DRN has been the lower-risk option at 14.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, UBOT has performed better with a -10.84% return vs -10.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DRN is cheaper with a 0.99% expense ratio, compared with 1.29% for UBOT.
DRN has the higher dividend yield at 1.84%, compared with 1.15% for UBOT.
UBOT is categorized as Robotics, while DRN is REIT. UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while DRN tracks MSCI US REIT Index (300%). Their fees differ too: 1.29% for UBOT and 0.99% for DRN.
DRN currently has the higher Sharpe Ratio (0.40 vs -0.03), 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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