UBOT vs. GPTY
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and GPTY (YieldMax AI & Tech Portfolio Option Income ETF) are both Artificial Intelligence funds. UBOT is passively managed, while GPTY is actively managed. Over the past year, UBOT returned 7.15% vs 32.58% for GPTY. Their 0.78 correlation means they have sometimes moved together and sometimes differently. UBOT charges 1.29%/yr vs 0.99%/yr for GPTY.
Performance
UBOT vs. GPTY - Performance Comparison
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Returns By Period
In the year-to-date period, UBOT achieves a -2.62% return, which is significantly lower than GPTY's 24.35% 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%
GPTY
- 1D
- -1.77%
- 1M
- -2.29%
- 6M
- 32.73%
- YTD
- 24.35%
- 1Y
- 32.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 28.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.97M | $1.89M | $2.57M | |
| $403.24K | $375.59K | $557.36K |
UBOT vs. GPTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -2.62% | -1.40% |
GPTY YieldMax AI & Tech Portfolio Option Income ETF | 24.35% | 17.77% |
Correlation
The correlation between UBOT and GPTY is 0.75, 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. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jan 23, 2025 | 0.78 |
The correlation between UBOT and GPTY has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.
UBOT vs. GPTY - Sectors Allocation Comparison
Sectors
UBOT
GPTY
Industrials
Technology
Healthcare
-
Consumer Cyclical
Communication Services
Financial Services
Energy
-
Consumer Defensive
-
Basic Materials
-
Utilities
-
Real Estate
-
-
Industrials
UBOT
GPTY
Technology
UBOT
GPTY
Healthcare
UBOT
GPTY
-
Consumer Cyclical
UBOT
GPTY
Communication Services
UBOT
GPTY
Financial Services
UBOT
GPTY
Energy
UBOT
GPTY
-
Consumer Defensive
UBOT
GPTY
-
Basic Materials
UBOT
GPTY
-
Utilities
UBOT
GPTY
-
Real Estate
UBOT
-
GPTY
-
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Return for Risk
UBOT vs. GPTY — Risk / Return Rank
UBOT
GPTY
UBOT vs. GPTY - 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 YieldMax AI & Tech Portfolio Option Income ETF (GPTY). 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 | GPTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.21 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.69 | -1.50 |
| Martin ratioReturn relative to average drawdown | 0.47 | 3.88 | -3.42 |
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Drawdowns
UBOT vs. GPTY - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.24%, which is greater than GPTY's maximum drawdown of -26.62%. Use the drawdown chart below to compare losses from any high point for UBOT and GPTY.
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Drawdown Indicators
| UBOT | GPTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.24% | -26.62% | -59.62% |
Max Drawdown (1Y)Largest decline over 1 year | -36.64% | -19.32% | -17.32% |
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 | -52.85% | -10.10% | -42.75% |
Average DrawdownAverage peak-to-trough decline | -49.91% | -6.88% | -43.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.36% | 8.41% | +6.95% |
Volatility
UBOT vs. GPTY - Volatility Comparison
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 16.80% compared to YieldMax AI & Tech Portfolio Option Income ETF (GPTY) at 9.98%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than GPTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | GPTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.80% | 9.98% | +6.82% |
Volatility (6M)Calculated over the trailing 6-month period | 43.30% | 22.96% | +20.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.63% | 27.57% | +25.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.11% | 29.99% | +24.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.54% | 29.99% | +33.55% |
UBOT vs. GPTY - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is higher than GPTY's 0.99% expense ratio.
Dividends
UBOT vs. GPTY - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 1.01%, less than GPTY's 38.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
GPTY YieldMax AI & Tech Portfolio Option Income ETF | 38.26% | 34.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 GPTY have a correlation of 0.75, 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 GPTY (9.98%). In terms of maximum drawdown, UBOT dropped -86.24% vs GPTY's -26.62%.
On 1-year performance, GPTY leads with 32.58% vs 7.15% for UBOT. On fees, GPTY is cheaper at 0.99% per year. On volatility, GPTY has been the lower-risk option at 9.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, GPTY has performed better with a 32.58% return vs 7.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GPTY is cheaper with a 0.99% expense ratio, compared with 1.29% for UBOT.
GPTY has the higher dividend yield at 38.26%, compared with 1.01% for UBOT.
They also come from different issuers: Direxion and YieldMax. Their fees differ too: 1.29% for UBOT and 0.99% for GPTY.
GPTY currently has the higher Sharpe Ratio (1.19 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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