UBOT vs. SOXS
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and SOXS (Direxion Daily Semiconductor Bear 3x Shares) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while SOXS is a Inverse Equities fund tracking the PHLX Semiconductor Index (-300%). Both are passively managed. Over the past 5 years, UBOT returned -10.42%/yr vs -80.20%/yr for SOXS. At a correlation of -0.75, they often move in opposite directions. UBOT charges 1.29%/yr vs 1.08%/yr for SOXS.
Performance
UBOT vs. SOXS - Performance Comparison
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Returns By Period
In the year-to-date period, UBOT achieves a -4.70% return, which is significantly higher than SOXS's -93.36% return.
UBOT
- 1D
- -0.16%
- 1M
- -18.53%
- YTD
- -4.70%
- 6M
- -6.06%
- 1Y
- 21.26%
- 3Y*
- 6.07%
- 5Y*
- -10.42%
- 10Y*
- —
SOXS
- 1D
- 0.99%
- 1M
- -46.60%
- YTD
- -93.36%
- 6M
- -93.05%
- 1Y
- -97.42%
- 3Y*
- -87.32%
- 5Y*
- -80.20%
- 10Y*
- -79.49%
UBOT vs. SOXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -4.70% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.74% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | -93.36% | -85.53% | -59.55% | -84.56% | 15.76% | -80.94% | -92.90% | -83.81% | 17.26% |
Correlation
The correlation between UBOT and SOXS is -0.67, 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 | -0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | -0.75 |
The correlation between UBOT and SOXS shifts across timeframes, from -0.77 (5 years) to -0.67 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UBOT vs. SOXS — Risk / Return Rank
UBOT
SOXS
UBOT vs. SOXS - 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 Semiconductor Bear 3x Shares (SOXS). 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 | SOXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.25 | ||
| Sortino ratioReturn per unit of downside risk | +4.22 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.64 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | -1.00 | +1.59 |
| Martin ratioReturn relative to average drawdown | 1.76 | -1.52 | +3.28 |
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Drawdowns
UBOT vs. SOXS - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.24%, smaller than the maximum SOXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for UBOT and SOXS.
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Drawdown Indicators
| UBOT | SOXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.24% | -100.00% | +13.76% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -97.88% | +61.98% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | -99.87% | +48.23% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | -99.98% | +17.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -100.00% | — |
Current DrawdownCurrent decline from peak | -53.86% | -100.00% | +46.14% |
Average DrawdownAverage peak-to-trough decline | -49.82% | -92.61% | +42.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.11% | 64.84% | -52.73% |
Volatility
UBOT vs. SOXS - Volatility Comparison
The current volatility for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is 19.81%, while Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a volatility of 67.13%. This indicates that UBOT experiences smaller price fluctuations and is considered to be less risky than SOXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | SOXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.81% | 67.13% | -47.32% |
Volatility (6M)Calculated over the trailing 6-month period | 39.84% | 100.53% | -60.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.77% | 117.64% | -66.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.52% | 111.43% | -57.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.57% | 102.11% | -38.54% |
UBOT vs. SOXS - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is higher than SOXS's 1.08% expense ratio.
Dividends
UBOT vs. SOXS - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 1.04%, less than SOXS's 55.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SOXS Direxion Daily Semiconductor Bear 3x Shares | 55.66% | 10.79% | 5.45% | 9.22% | 0.19% | 0.00% | 3.58% | 2.30% | 0.76% |
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 1.04% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% |
Frequently Asked Questions
UBOT and SOXS have a correlation of -0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXS has higher volatility (67.13%) compared to UBOT (19.81%). In terms of maximum drawdown, UBOT dropped -86.24% vs SOXS's -100.00%.
On 5-year performance, UBOT leads with -10.42% vs -80.20% for SOXS. On fees, SOXS is cheaper at 1.08% per year. On volatility, UBOT has been the lower-risk option at 19.81%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, UBOT has performed better with a -10.42% return vs -80.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SOXS is cheaper with a 1.08% expense ratio, compared with 1.29% for UBOT.
SOXS has the higher dividend yield at 55.66%, compared with 1.04% for UBOT.
UBOT is categorized as Robotics, while SOXS is Inverse Equities. UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while SOXS tracks PHLX Semiconductor Index (-300%). Their fees differ too: 1.29% for UBOT and 1.08% for SOXS.
UBOT currently has the higher Sharpe Ratio (0.42 vs -0.83), 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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