UBOT vs. ROBO

Last updated Aug 2, 2026

UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and ROBO (ROBO Global Robotics & Automation Index ETF) are both exchange-traded funds - UBOT is a Artificial Intelligence fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while ROBO is a Robotics fund tracking the ROBO Global Robotics and Automation TR Index. Both are passively managed. Over the past 5 years, UBOT returned -10.71%/yr vs 4.04%/yr for ROBO. Their correlation of 0.92 means they have usually moved in the same direction. UBOT charges 1.29%/yr vs 0.95%/yr for ROBO.

Performance

UBOT vs. ROBO - 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 ROBO Global Robotics & Automation Index ETF (ROBO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UBOT achieves a -13.07% return, which is significantly lower than ROBO's 14.34% return.

UBOT

• 1D: 1.94%
• 1M: -12.88%
• 6M: -17.33%
• YTD: -13.07%
• 1Y: 0.42%
• 3Y*: 1.16%
• 5Y*: -10.71%
• 10Y*: —
• ALL TIME*: -6.97%

ROBO

• 1D: 0.85%
• 1M: -4.96%
• 6M: 9.49%
• YTD: 14.34%
• 1Y: 28.77%
• 3Y*: 11.42%
• 5Y*: 4.04%
• 10Y*: 11.96%
• ALL TIME*: 9.73%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ROBO ROBO Global Robotics & Automation Index ETF	$10.10M	$12.55M	$20.11M
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	$320.30K	$355.77K	$557.64K

UBOT vs. ROBO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	-13.07%	13.42%	12.02%	72.59%	-72.45%	9.78%	80.13%	87.34%	-71.74%
ROBO ROBO Global Robotics & Automation Index ETF	14.34%	23.71%	-1.28%	23.74%	-33.92%	15.34%	45.26%	29.51%	-23.74%

Correlation

The correlation between UBOT and ROBO is 0.92, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.92
Correlation (3Y) Balances recent behavior with more history.	0.91
Correlation (5Y) Shows whether the relationship held over a longer period.	0.92
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018	0.92

The correlation between UBOT and ROBO has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.

UBOT vs. ROBO - Sectors Allocation Comparison

Sectors	UBOT	ROBO
Industrials	50.8%	47.1%
Technology	30.8%	41.1%
Healthcare	8.0%	5.4%
Consumer Cyclical	6.2%	4.3%
Communication Services	4.2%	0.7%
Financial Services	0.9%	1.5%
Energy	0.5%	-
Consumer Defensive	0.0%	1.3%
Basic Materials	0.0%	-
Utilities	0.0%	-
Real Estate	-	-

Return for Risk

UBOT vs. ROBO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

UBOT

UBOT Risk / Return Rank: 11
UBOT Sharpe Ratio Rank: 10
UBOT Sortino Ratio Rank: 13
UBOT Omega Ratio Rank: 13
UBOT Calmar Ratio Rank: 10
UBOT Martin Ratio Rank: 10

ROBO

ROBO Risk / Return Rank: 42
ROBO Sharpe Ratio Rank: 42
ROBO Sortino Ratio Rank: 42
ROBO Omega Ratio Rank: 40
ROBO Calmar Ratio Rank: 45
ROBO Martin Ratio Rank: 43

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UBOT vs. ROBO - 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 ROBO Global Robotics & Automation Index ETF (ROBO). 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	ROBO	Difference
Sharpe ratio: Return per unit of total volatility	-0.03	1.05	-1.09
Sortino ratio: Return per unit of downside risk	0.32	1.54	-1.22
Omega ratio: Gain probability vs. loss probability	1.04	1.19	-0.15
Calmar ratio: Return relative to maximum drawdown	-0.05	1.60	-1.65
Martin ratio: Return relative to average drawdown	-0.12	4.75	-4.87

UBOT vs. ROBO - Sharpe Ratio Comparison

The current UBOT Sharpe Ratio is -0.03, which is lower than the ROBO Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of UBOT and ROBO, 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. ROBO - Drawdown Comparison

The maximum UBOT drawdown since its inception was -86.24%, which is greater than ROBO's maximum drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for UBOT and ROBO.

Drawdown Indicators

	UBOT	ROBO	Difference
Max Drawdown Largest peak-to-trough decline	-86.24%	-43.65%	-42.59%
Max Drawdown (1Y) Largest decline over 1 year	-36.64%	-17.35%	-19.29%
Max Drawdown (3Y) Largest decline over 3 years	-51.64%	-27.92%	-23.72%
Max Drawdown (5Y) Largest decline over 5 years	-82.90%	-43.65%	-39.25%
Max Drawdown (10Y) Largest decline over 10 years	—	-43.65%	—
Current Drawdown Current decline from peak	-57.91%	-12.28%	-45.63%
Average Drawdown Average peak-to-trough decline	-49.90%	-12.88%	-37.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.12%	5.85%	+9.27%

Volatility

UBOT vs. ROBO - Volatility Comparison

Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 17.88% compared to ROBO Global Robotics & Automation Index ETF (ROBO) at 9.79%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than ROBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UBOT	ROBO	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.88%	9.79%	+8.09%
Volatility (6M) Calculated over the trailing 6-month period	42.80%	22.47%	+20.33%
Volatility (1Y) Calculated over the trailing 1-year period	52.38%	26.46%	+25.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	54.00%	24.41%	+29.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.53%	23.47%	+40.06%

UBOT vs. ROBO - Expense Ratio Comparison

UBOT has a 1.29% expense ratio, which is higher than ROBO's 0.95% expense ratio.

Dividends

UBOT vs. ROBO - Dividend Comparison

UBOT's dividend yield for the trailing twelve months is around 1.13%, more than ROBO's 0.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROBO ROBO Global Robotics & Automation Index ETF	0.37%	0.42%	0.55%	0.05%	0.00%	0.18%	0.20%	0.37%	0.37%	0.02%	0.19%	0.28%
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares	1.13%	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 ROBO in my portfolio?

With a correlation of 0.92, UBOT and ROBO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, UBOT or ROBO?

UBOT has higher volatility (17.88%) compared to ROBO (9.79%). In terms of maximum drawdown, UBOT dropped -86.24% vs ROBO's -43.65%.

Which ETF is better, UBOT or ROBO?

On 5-year performance, ROBO leads with 4.04% vs -10.71% for UBOT. On fees, ROBO is cheaper at 0.95% per year. On volatility, ROBO has been the lower-risk option at 9.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UBOT or ROBO?

Over the 5-year period, ROBO has performed better with a 4.04% return vs -10.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UBOT or ROBO?

ROBO is cheaper with a 0.95% expense ratio, compared with 1.29% for UBOT.

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

UBOT has the higher dividend yield at 1.13%, compared with 0.37% for ROBO.

What is the main difference between UBOT and ROBO?

UBOT is categorized as Artificial Intelligence, while ROBO is Robotics. UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while ROBO tracks ROBO Global Robotics and Automation TR Index. They also come from different issuers: Direxion and Exchange Traded Concepts. Their fees differ too: 1.29% for UBOT and 0.95% for ROBO.

Which has better risk-adjusted returns?

ROBO currently has the higher Sharpe Ratio (1.05 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.