UBOT vs. USO
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and USO (United States Oil Fund LP) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while USO is a Oil & Gas fund tracking the Front Month Light Sweet Crude Oil. Both are passively managed. Over the past 5 years, UBOT returned -6.34%/yr vs 24.41%/yr for USO. At a 0.14 correlation, their price movements are largely independent. UBOT charges 1.29%/yr vs 0.86%/yr for USO.
Performance
UBOT vs. USO - Performance Comparison
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Returns By Period
In the year-to-date period, UBOT achieves a 16.93% return, which is significantly lower than USO's 103.67% return.
UBOT
- 1D
- -1.65%
- 1M
- 9.27%
- YTD
- 16.93%
- 6M
- 21.77%
- 1Y
- 49.20%
- 3Y*
- 12.40%
- 5Y*
- -6.34%
- 10Y*
- —
USO
- 1D
- 2.62%
- 1M
- -4.57%
- YTD
- 103.67%
- 6M
- 99.35%
- 1Y
- 101.55%
- 3Y*
- 29.98%
- 5Y*
- 24.41%
- 10Y*
- 4.07%
UBOT vs. USO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 16.93% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.27% |
USO United States Oil Fund LP | 103.67% | -8.46% | 13.35% | -4.94% | 28.97% | 64.68% | -67.79% | 32.61% | -29.85% |
Correlation
The correlation between UBOT and USO is -0.32, 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 | -0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2018 | 0.14 |
The correlation between UBOT and USO shifts across timeframes, from -0.32 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBOT vs. USO — Risk / Return Rank
UBOT
USO
UBOT vs. USO - 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 United States Oil Fund LP (USO). 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 | USO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 5.01 | -3.63 |
| Martin ratioReturn relative to average drawdown | 4.39 | 9.42 | -5.03 |
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 | USO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.31 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.68 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | -0.18 | +0.12 |
Drawdowns
UBOT vs. USO - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.01%, smaller than the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for UBOT and USO.
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Drawdown Indicators
| UBOT | USO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.01% | -98.19% | +12.18% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -20.39% | -15.51% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | -26.05% | -25.59% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | -36.23% | -46.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -86.75% | — |
Current DrawdownCurrent decline from peak | -43.38% | -85.01% | +41.63% |
Average DrawdownAverage peak-to-trough decline | -49.53% | -75.30% | +25.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.24% | 10.82% | +0.42% |
Volatility
UBOT vs. USO - Volatility Comparison
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) and United States Oil Fund LP (USO) have volatilities of 15.45% and 14.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | USO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.45% | 14.87% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 36.47% | 38.23% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.78% | 44.20% | +3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.94% | 36.06% | +16.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.46% | 39.00% | +24.46% |
UBOT vs. USO - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is higher than USO's 0.86% expense ratio.
Dividends
UBOT vs. USO - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 0.80%, while USO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 0.80% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% |
USO United States Oil Fund LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBOT and USO have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBOT has higher volatility (15.45%) compared to USO (14.87%). In terms of maximum drawdown, UBOT dropped -86.01% vs USO's -98.19%.
On 5-year performance, USO leads with 24.41% vs -6.34% for UBOT. On fees, USO is cheaper at 0.86% per year. On volatility, USO has been the lower-risk option at 14.87%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, USO has performed better with a 24.41% return vs -6.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USO is cheaper with a 0.86% expense ratio, compared with 1.29% for UBOT.
UBOT has the higher dividend yield at 0.80%, compared with 0.00% for USO.
UBOT is categorized as Robotics, while USO is Oil & Gas. UBOT tracks Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while USO tracks Front Month Light Sweet Crude Oil. They also come from different issuers: Direxion and USCF. Their fees differ too: 1.29% for UBOT and 0.86% for USO.
USO currently has the higher Sharpe Ratio (2.31 vs 1.04), 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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