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 Leveraged Equities fund tracking the PHLX Semiconductor Index (-300%). Both are passively managed. Over the past 5 years, UBOT returned -6.58%/yr vs -79.43%/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 15.44% return, which is significantly higher than SOXS's -91.63% return.
UBOT
- 1D
- -1.27%
- 1M
- 5.70%
- YTD
- 15.44%
- 6M
- 11.69%
- 1Y
- 46.21%
- 3Y*
- 11.38%
- 5Y*
- -6.58%
- 10Y*
- —
SOXS
- 1D
- 5.91%
- 1M
- -54.82%
- YTD
- -91.63%
- 6M
- -91.49%
- 1Y
- -97.52%
- 3Y*
- -86.60%
- 5Y*
- -79.43%
- 10Y*
- -78.82%
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 | 15.44% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.27% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | -91.63% | -85.53% | -59.55% | -84.56% | 15.76% | -80.94% | -92.90% | -83.81% | 3.87% |
Correlation
The correlation between UBOT and SOXS is -0.66, 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 | -0.66 |
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 20, 2018 | -0.75 |
The correlation between UBOT and SOXS shifts across timeframes, from -0.77 (5 years) to -0.66 (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.
| UBOT | SOXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.93 | ||
| Sortino ratioReturn per unit of downside risk | +5.42 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.59 | +0.59 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | -1.00 | +2.29 |
| Martin ratioReturn relative to average drawdown | 4.12 | -1.43 | +5.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UBOT | SOXS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | -0.96 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | -0.74 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | -0.79 | +0.73 |
Drawdowns
UBOT vs. SOXS - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.01%, 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 | -86.01% | -100.00% | +13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -97.68% | +61.78% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | -99.80% | +48.16% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | -99.97% | +17.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -100.00% | — |
Current DrawdownCurrent decline from peak | -44.10% | -100.00% | +55.90% |
Average DrawdownAverage peak-to-trough decline | -49.53% | -92.61% | +43.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.26% | 68.11% | -56.85% |
Volatility
UBOT vs. SOXS - Volatility Comparison
The current volatility for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is 15.45%, while Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a volatility of 44.24%. 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 | 15.45% | 44.24% | -28.79% |
Volatility (6M)Calculated over the trailing 6-month period | 36.49% | 84.19% | -47.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.76% | 102.19% | -54.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.92% | 108.21% | -55.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.45% | 100.48% | -37.03% |
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 0.81%, less than SOXS's 64.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SOXS Direxion Daily Semiconductor Bear 3x Shares | 64.53% | 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 | 0.81% | 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 -0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXS has higher volatility (44.24%) compared to UBOT (15.45%). In terms of maximum drawdown, UBOT dropped -86.01% vs SOXS's -100.00%.
On 5-year performance, UBOT leads with -6.58% vs -79.43% for SOXS. On fees, SOXS is cheaper at 1.08% 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.
Over the 5-year period, UBOT has performed better with a -6.58% return vs -79.43%. 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 64.53%, compared with 0.81% for UBOT.
UBOT is categorized as Robotics, while SOXS is Leveraged 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 (0.97 vs -0.95), 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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