UBOT vs. NVDU

Last updated Jun 5, 2026

UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and NVDU (Direxion Daily NVDA Bull 2X Shares ETF) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while NVDU is a Leveraged Equities fund actively managed by Direxion. UBOT is passively managed, while NVDU is actively managed. Over the past year, UBOT returned 46.21% vs 90.38% for NVDU. A 0.63 correlation means they provide meaningful diversification when combined. UBOT charges 1.29%/yr vs 1.04%/yr for NVDU.

Performance

UBOT vs. NVDU - 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 Direxion Daily NVDA Bull 2X Shares ETF (NVDU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UBOT achieves a 15.44% return, which is significantly lower than NVDU's 24.68% return.

UBOT

• 1D: -1.27%
• 1M: 5.70%
• YTD: 15.44%
• 6M: 11.69%
• 1Y: 46.21%
• 3Y*: 11.38%
• 5Y*: -6.58%
• 10Y*: —

NVDU

• 1D: 3.97%
• 1M: 21.27%
• YTD: 24.68%
• 6M: 26.89%
• 1Y: 90.38%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

UBOT vs. NVDU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	15.44%	13.42%	12.02%	18.71%
NVDU Direxion Daily NVDA Bull 2X Shares ETF	24.68%	33.65%	289.29%	9.96%

Correlation

The correlation between UBOT and NVDU is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (All Time) Calculated using the full available price history since Sep 14, 2023	0.63

The correlation between UBOT and NVDU has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.

UBOT vs. NVDU - Sectors Allocation Comparison

Sectors	UBOT	NVDU
Industrials	48.6%	-
Technology	31.8%	100.0%
Healthcare	9.0%	-
Consumer Cyclical	6.1%	-
Communication Services	4.5%	-
Financial Services	0.9%	-
Energy	0.5%	-
Consumer Defensive	0.0%	-
Basic Materials	0.0%	-
Utilities	0.0%	-
Real Estate	-	-

Return for Risk

UBOT vs. NVDU — Risk / Return Rank

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

UBOT

UBOT Risk / Return Rank: 29
UBOT Sharpe Ratio Rank: 28
UBOT Sortino Ratio Rank: 31
UBOT Omega Ratio Rank: 28
UBOT Calmar Ratio Rank: 27
UBOT Martin Ratio Rank: 29

NVDU

NVDU Risk / Return Rank: 38
NVDU Sharpe Ratio Rank: 39
NVDU Sortino Ratio Rank: 39
NVDU Omega Ratio Rank: 36
NVDU Calmar Ratio Rank: 44
NVDU Martin Ratio Rank: 33

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. NVDU - 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 NVDA Bull 2X Shares ETF (NVDU). 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.

	UBOT	NVDU	Difference
Sharpe ratio: Return per unit of total volatility	0.97	1.34	-0.37
Sortino ratio: Return per unit of downside risk	1.60	1.96	-0.36
Omega ratio: Gain probability vs. loss probability	1.18	1.23	-0.05
Calmar ratio: Return relative to maximum drawdown	1.29	2.15	-0.86
Martin ratio: Return relative to average drawdown	4.12	4.90	-0.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UBOT vs. NVDU - Sharpe Ratio Comparison

The current UBOT Sharpe Ratio is 0.97, which is comparable to the NVDU Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of UBOT and NVDU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	UBOT	NVDU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.97	1.34	-0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.12	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.06	1.17	-1.23

Drawdowns

UBOT vs. NVDU - Drawdown Comparison

The maximum UBOT drawdown since its inception was -86.01%, which is greater than NVDU's maximum drawdown of -67.27%. Use the drawdown chart below to compare losses from any high point for UBOT and NVDU.

Drawdown Indicators

	UBOT	NVDU	Difference
Max Drawdown Largest peak-to-trough decline	-86.01%	-67.27%	-18.74%
Max Drawdown (1Y) Largest decline over 1 year	-35.90%	-42.27%	+6.37%
Max Drawdown (3Y) Largest decline over 3 years	-51.64%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-82.90%	—	—
Current Drawdown Current decline from peak	-44.10%	-15.08%	-29.02%
Average Drawdown Average peak-to-trough decline	-49.53%	-18.83%	-30.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.26%	18.50%	-7.24%

Volatility

UBOT vs. NVDU - Volatility Comparison

The current volatility for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is 15.45%, while Direxion Daily NVDA Bull 2X Shares ETF (NVDU) has a volatility of 24.76%. This indicates that UBOT experiences smaller price fluctuations and is considered to be less risky than NVDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UBOT	NVDU	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.45%	24.76%	-9.31%
Volatility (6M) Calculated over the trailing 6-month period	36.49%	50.62%	-14.13%
Volatility (1Y) Calculated over the trailing 1-year period	47.76%	67.91%	-20.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.92%	91.02%	-38.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.45%	91.02%	-27.57%

UBOT vs. NVDU - Expense Ratio Comparison

UBOT has a 1.29% expense ratio, which is higher than NVDU's 1.04% expense ratio.

Dividends

UBOT vs. NVDU - Dividend Comparison

UBOT's dividend yield for the trailing twelve months is around 0.81%, less than NVDU's 4.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
NVDU Direxion Daily NVDA Bull 2X Shares ETF	4.65%	5.68%	16.85%	0.63%	0.00%	0.00%	0.00%	0.00%	0.00%
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	0.81%	0.78%	1.45%	0.65%	0.00%	2.25%	15.83%	0.55%	0.33%

Frequently Asked Questions

Can I hold both UBOT and NVDU in my portfolio?

UBOT and NVDU have a correlation of 0.54, 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 NVDU?

NVDU has higher volatility (24.76%) compared to UBOT (15.45%). In terms of maximum drawdown, UBOT dropped -86.01% vs NVDU's -67.27%.

Which ETF is better, UBOT or NVDU?

On 1-year performance, NVDU leads with 90.38% vs 46.21% for UBOT. On fees, NVDU is cheaper at 1.04% per year. On volatility, UBOT has been the lower-risk option at 15.45%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UBOT or NVDU?

Over the 1-year period, NVDU has performed better with a 90.38% return vs 46.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UBOT or NVDU?

NVDU is cheaper with a 1.04% expense ratio, compared with 1.29% for UBOT.

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

NVDU has the higher dividend yield at 4.65%, compared with 0.81% for UBOT.

What is the main difference between UBOT and NVDU?

UBOT is categorized as Robotics, while NVDU is Leveraged Equities. Their fees differ too: 1.29% for UBOT and 1.04% for NVDU.

Which has better risk-adjusted returns?

NVDU currently has the higher Sharpe Ratio (1.34 vs 0.97), 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.