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 Artificial Intelligence 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 -9.02%/yr vs -79.01%/yr for SOXS. Their -0.75 correlation means they have often moved in opposite directions in the past. 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 -2.62% return, which is significantly higher than SOXS's -92.66% 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%
SOXS
- 1D
- 6.50%
- 1M
- 8.11%
- 6M
- -89.70%
- YTD
- -92.66%
- 1Y
- -97.00%
- 3Y*
- -85.99%
- 5Y*
- -79.01%
- 10Y*
- -78.31%
- ALL TIME*
- -71.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.91B | $3.44B | $3.36B | |
| $403.24K | $375.59K | $557.36K |
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 | -2.62% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.74% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | -92.66% | -85.53% | -59.55% | -84.56% | 15.76% | -80.94% | -92.90% | -83.81% | 17.26% |
Correlation
The correlation between UBOT and SOXS is -0.69, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.69 |
Correlation (3Y) Balances recent behavior with more history. | -0.73 |
Correlation (5Y) Shows whether the relationship held over a longer 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 has been stable across timeframes, ranging from -0.77 to -0.69 - a consistent structural relationship.
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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 | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +3.15 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.72 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | -0.99 | +1.19 |
| Martin ratioReturn relative to average drawdown | 0.47 | -1.34 | +1.81 |
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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 | -36.64% | -97.89% | +61.25% |
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 | -52.85% | -100.00% | +47.15% |
Average DrawdownAverage peak-to-trough decline | -49.91% | -92.66% | +42.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.36% | 72.05% | -56.69% |
Volatility
UBOT vs. SOXS - Volatility Comparison
The current volatility for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is 16.80%, while Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a volatility of 56.43%. 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 | 16.80% | 56.43% | -39.63% |
Volatility (6M)Calculated over the trailing 6-month period | 43.30% | 118.41% | -75.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.63% | 133.96% | -81.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.11% | 114.97% | -60.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.54% | 103.97% | -40.43% |
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 1.01%, less than SOXS's 50.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SOXS Direxion Daily Semiconductor Bear 3x Shares | 50.37% | 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 | 1.01% | 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 -0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXS has higher volatility (56.43%) compared to UBOT (16.80%). In terms of maximum drawdown, UBOT dropped -86.24% vs SOXS's -100.00%.
On 5-year performance, UBOT leads with -9.02% vs -79.01% for SOXS. On fees, SOXS is cheaper at 1.08% per year. On volatility, UBOT has been the lower-risk option at 16.80%. 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 -9.02% return vs -79.01%. 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 50.37%, compared with 1.01% for UBOT.
UBOT is categorized as Artificial Intelligence, 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 (0.14 vs -0.72), 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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