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UBOT vs. ERSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

UBOT vs. ERSX

Last updated May 13, 2025

Compare and contrast key facts about Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) and ERShares NextGen Entrepreneurs ETF (ERSX).

UBOT and ERSX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBOT is a passively managed fund by Direxion that tracks the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). It was launched on Apr 19, 2018. ERSX is a passively managed fund by Capital Impact Advisors that tracks the performance of the Entrepreneur Non-US Small Cap Index. It was launched on Dec 28, 2018. Both UBOT and ERSX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBOT or ERSX.

Correlation

The correlation between UBOT and ERSX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

UBOT vs. ERSX - 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 ERShares NextGen Entrepreneurs ETF (ERSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

UBOT

YTD

-14.63%

1M

28.26%

6M

-24.78%

1Y

-17.18%

5Y*

8.83%

10Y*

N/A

ERSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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UBOT vs. ERSX - Expense Ratio Comparison

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

UBOT
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares
ERSX
ERShares NextGen Entrepreneurs ETF

Risk-Adjusted Performance

UBOT vs. ERSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UBOT
The Risk-Adjusted Performance Rank of UBOT is 99
Overall Rank
The Sharpe Ratio Rank of UBOT is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of UBOT is 1212
Sortino Ratio Rank
The Omega Ratio Rank of UBOT is 1212
Omega Ratio Rank
The Calmar Ratio Rank of UBOT is 88
Calmar Ratio Rank
The Martin Ratio Rank of UBOT is 55
Martin Ratio Rank
ERSX
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UBOT vs. ERSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) and ERShares NextGen Entrepreneurs ETF (ERSX). 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.

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Dividends

UBOT vs. ERSX - Dividend Comparison

Neither UBOT nor ERSX has paid dividends to shareholders.

TTM202420232022202120202019
UBOT
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares		0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ERSX
ERShares NextGen Entrepreneurs ETF		0.00%1.37%0.34%0.00%22.15%0.49%1.55%

Drawdowns

UBOT vs. ERSX - Drawdown Comparison

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Volatility

UBOT vs. ERSX - Volatility Comparison

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