UBOT vs. OILU
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and OILU (MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while OILU is a Leveraged Commodities fund managed by BMO. Over the past 3 years, UBOT returned -0.24%/yr vs 2.53%/yr for OILU. At a 0.18 correlation, their price movements are largely independent. UBOT charges 1.29%/yr vs 0.95%/yr for OILU.
Performance
UBOT vs. OILU - 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 OILU's 84.54% 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%
OILU
- 1D
- 2.86%
- 1M
- 27.28%
- 6M
- 58.40%
- YTD
- 84.54%
- 1Y
- 100.47%
- 3Y*
- 2.53%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.00%
UBOT vs. OILU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -14.56% | 13.42% | 12.02% | 72.59% | -72.45% | -19.84% |
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 84.54% | -16.50% | -21.65% | -32.50% | 151.08% | -16.79% |
Correlation
The correlation between UBOT and OILU is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | 0.18 |
The correlation between UBOT and OILU shifts across timeframes, from -0.13 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBOT vs. OILU — Risk / Return Rank
UBOT
OILU
UBOT vs. OILU - 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 MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU). 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 | OILU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.25 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 2.17 | -2.21 |
| Martin ratioReturn relative to average drawdown | -0.10 | 5.47 | -5.56 |
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Drawdowns
UBOT vs. OILU - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.24%, which is greater than OILU's maximum drawdown of -81.00%. Use the drawdown chart below to compare losses from any high point for UBOT and OILU.
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Drawdown Indicators
| UBOT | OILU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.24% | -81.00% | -5.24% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -46.49% | +10.59% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | -69.09% | +17.45% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | — | — |
Current DrawdownCurrent decline from peak | -58.63% | -50.37% | -8.26% |
Average DrawdownAverage peak-to-trough decline | -49.86% | -50.70% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.95% | 18.45% | -4.50% |
Volatility
UBOT vs. OILU - Volatility Comparison
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 19.42% compared to MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) at 17.88%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than OILU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | OILU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.42% | 17.88% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 42.46% | 51.06% | -8.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.53% | 63.84% | -11.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.88% | 80.86% | -26.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.57% | 80.86% | -17.29% |
UBOT vs. OILU - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is higher than OILU's 0.95% expense ratio.
Dividends
UBOT vs. OILU - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 1.15%, while OILU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 1.15% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% |
Frequently Asked Questions
UBOT and OILU 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 OILU (17.88%). In terms of maximum drawdown, UBOT dropped -86.24% vs OILU's -81.00%.
On 3-year performance, OILU leads with 2.53% vs -0.24% for UBOT. On fees, OILU is cheaper at 0.95% per year. On volatility, OILU has been the lower-risk option at 17.88%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, OILU has performed better with a 2.53% return vs -0.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
OILU is cheaper with a 0.95% expense ratio, compared with 1.29% for UBOT.
UBOT has the higher dividend yield at 1.15%, compared with 0.00% for OILU.
UBOT is categorized as Robotics, while OILU is Leveraged Commodities. They also come from different issuers: Direxion and BMO. Their fees differ too: 1.29% for UBOT and 0.95% for OILU.
OILU currently has the higher Sharpe Ratio (1.59 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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