UBOT vs. FBND

Last updated Jun 13, 2026

UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and FBND (Fidelity Total Bond ETF) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while FBND is a Intermediate Core-Plus Bond fund actively managed by Fidelity. UBOT is passively managed, while FBND is actively managed. Over the past 5 years, UBOT returned -9.40%/yr vs 0.76%/yr for FBND. At a 0.16 correlation, their price movements are largely independent. UBOT charges 1.29%/yr vs 0.36%/yr for FBND.

Performance

UBOT vs. FBND - 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 Fidelity Total Bond ETF (FBND). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UBOT achieves a -1.41% return, which is significantly lower than FBND's 0.70% return.

UBOT

• 1D: -0.59%
• 1M: -21.50%
• YTD: -1.41%
• 6M: -1.92%
• 1Y: 24.92%
• 3Y*: 3.57%
• 5Y*: -9.40%
• 10Y*: —

FBND

• 1D: -0.13%
• 1M: 0.43%
• YTD: 0.70%
• 6M: 1.04%
• 1Y: 4.85%
• 3Y*: 4.89%
• 5Y*: 0.76%
• 10Y*: 2.54%

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

UBOT vs. FBND - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	-1.41%	13.42%	12.02%	72.59%	-72.45%	9.78%	80.13%	87.34%	-71.74%
FBND Fidelity Total Bond ETF	0.70%	7.57%	2.13%	6.81%	-12.54%	-0.43%	9.41%	9.82%	1.14%

Correlation

The correlation between UBOT and FBND is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.25
Correlation (5Y) Calculated over the trailing 5-year period	0.24
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018	0.16

The correlation between UBOT and FBND shifts across timeframes, from 0.16 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.

UBOT vs. FBND - Sectors Allocation Comparison

Sectors	UBOT	FBND
Industrials	48.6%	71.4%
Technology	31.8%	-
Healthcare	9.0%	-
Consumer Cyclical	6.1%	-
Communication Services	4.5%	-
Financial Services	0.9%	0.2%
Energy	0.5%	1.1%
Consumer Defensive	0.0%	-
Basic Materials	0.0%	-
Utilities	0.0%	27.5%
Real Estate	-	-

Return for Risk

UBOT vs. FBND — Risk / Return Rank

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

UBOT

UBOT Risk / Return Rank: 20
UBOT Sharpe Ratio Rank: 18
UBOT Sortino Ratio Rank: 21
UBOT Omega Ratio Rank: 20
UBOT Calmar Ratio Rank: 19
UBOT Martin Ratio Rank: 21

FBND

FBND Risk / Return Rank: 40
FBND Sharpe Ratio Rank: 41
FBND Sortino Ratio Rank: 42
FBND Omega Ratio Rank: 38
FBND Calmar Ratio Rank: 41
FBND Martin Ratio Rank: 38

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. FBND - 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 Fidelity Total Bond ETF (FBND). 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	FBND	Difference
Sharpe ratio: Return per unit of total volatility	0.50	1.27	-0.77
Sortino ratio: Return per unit of downside risk	1.03	1.90	-0.87
Omega ratio: Gain probability vs. loss probability	1.12	1.22	-0.10
Calmar ratio: Return relative to maximum drawdown	0.70	1.83	-1.13
Martin ratio: Return relative to average drawdown	2.14	5.32	-3.18

UBOT vs. FBND - Sharpe Ratio Comparison

The current UBOT Sharpe Ratio is 0.50, which is lower than the FBND Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of UBOT and FBND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

UBOT vs. FBND - Drawdown Comparison

The maximum UBOT drawdown since its inception was -86.24%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for UBOT and FBND.

Drawdown Indicators

	UBOT	FBND	Difference
Max Drawdown Largest peak-to-trough decline	-86.24%	-17.25%	-68.99%
Max Drawdown (1Y) Largest decline over 1 year	-35.90%	-2.66%	-33.24%
Max Drawdown (3Y) Largest decline over 3 years	-51.64%	-5.94%	-45.70%
Max Drawdown (5Y) Largest decline over 5 years	-82.90%	-17.25%	-65.65%
Max Drawdown (10Y) Largest decline over 10 years	—	-17.25%	—
Current Drawdown Current decline from peak	-52.26%	-1.23%	-51.03%
Average Drawdown Average peak-to-trough decline	-49.81%	-3.34%	-46.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.67%	0.91%	+10.76%

Volatility

UBOT vs. FBND - Volatility Comparison

Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 17.69% compared to Fidelity Total Bond ETF (FBND) at 1.35%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UBOT	FBND	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.69%	1.35%	+16.34%
Volatility (6M) Calculated over the trailing 6-month period	38.70%	2.81%	+35.89%
Volatility (1Y) Calculated over the trailing 1-year period	49.90%	3.83%	+46.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	53.27%	5.92%	+47.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.55%	6.10%	+57.45%

UBOT vs. FBND - Expense Ratio Comparison

UBOT has a 1.29% expense ratio, which is higher than FBND's 0.36% expense ratio.

Dividends

UBOT vs. FBND - Dividend Comparison

UBOT's dividend yield for the trailing twelve months is around 0.94%, less than FBND's 4.69% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FBND Fidelity Total Bond ETF	4.69%	4.70%	4.73%	4.26%	3.07%	1.86%	4.25%	2.90%	2.93%	2.56%	2.84%	3.26%
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%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both UBOT and FBND in my portfolio?

UBOT and FBND have a correlation of 0.30, 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 FBND?

UBOT has higher volatility (17.69%) compared to FBND (1.35%). In terms of maximum drawdown, UBOT dropped -86.24% vs FBND's -17.25%.

Which ETF is better, UBOT or FBND?

On 5-year performance, FBND leads with 0.76% vs -9.40% for UBOT. On fees, FBND is cheaper at 0.36% per year. On volatility, FBND has been the lower-risk option at 1.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UBOT or FBND?

Over the 5-year period, FBND has performed better with a 0.76% return vs -9.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UBOT or FBND?

FBND is cheaper with a 0.36% expense ratio, compared with 1.29% for UBOT.

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

FBND has the higher dividend yield at 4.69%, compared with 0.94% for UBOT.

What is the main difference between UBOT and FBND?

UBOT is categorized as Robotics, while FBND is Intermediate Core-Plus Bond. They also come from different issuers: Direxion and Fidelity. Their fees differ too: 1.29% for UBOT and 0.36% for FBND.

Which has better risk-adjusted returns?

FBND currently has the higher Sharpe Ratio (1.27 vs 0.50), 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.