UBOT vs. USOY
UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares) and USOY (Defiance Oil Enhanced Options Income ETF) are both exchange-traded funds - UBOT is a Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%), while USOY is a Derivative Income fund actively managed by Defiance. UBOT is passively managed, while USOY is actively managed. Over the past year, UBOT returned 49.20% vs 57.29% for USOY. At a correlation of -0.07, they often move in opposite directions. UBOT charges 1.29%/yr vs 1.22%/yr for USOY.
Performance
UBOT vs. USOY - 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 USOY's 62.18% return.
UBOT
- 1D
- -1.65%
- 1M
- 9.27%
- YTD
- 16.93%
- 6M
- 21.77%
- 1Y
- 49.20%
- 3Y*
- 12.40%
- 5Y*
- -6.34%
- 10Y*
- —
USOY
- 1D
- 1.45%
- 1M
- -3.43%
- YTD
- 62.18%
- 6M
- 59.35%
- 1Y
- 57.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UBOT vs. USOY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 16.93% | 13.42% | -2.99% |
USOY Defiance Oil Enhanced Options Income ETF | 62.18% | -7.93% | 7.27% |
Correlation
The correlation between UBOT and USOY is -0.28, 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 | -0.28 |
Correlation (All Time) Calculated using the full available price history since May 13, 2024 | -0.07 |
Over the past year, the inverse relationship between UBOT and USOY has strengthened: their correlation has moved from -0.07 to -0.28, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
UBOT vs. USOY — Risk / Return Rank
UBOT
USOY
UBOT vs. USOY - 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 Defiance Oil Enhanced Options Income ETF (USOY). 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 | USOY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.35 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 4.03 | -2.65 |
| Martin ratioReturn relative to average drawdown | 4.39 | 7.74 | -3.35 |
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 | USOY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.89 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.99 | -1.05 |
Drawdowns
UBOT vs. USOY - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.01%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for UBOT and USOY.
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Drawdown Indicators
| UBOT | USOY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.01% | -17.46% | -68.55% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -14.29% | -21.61% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | — | — |
Current DrawdownCurrent decline from peak | -43.38% | -5.11% | -38.27% |
Average DrawdownAverage peak-to-trough decline | -49.53% | -6.47% | -43.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.24% | 7.42% | +3.82% |
Volatility
UBOT vs. USOY - Volatility Comparison
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has a higher volatility of 15.45% compared to Defiance Oil Enhanced Options Income ETF (USOY) at 11.62%. This indicates that UBOT's price experiences larger fluctuations and is considered to be riskier than USOY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | USOY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.45% | 11.62% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 36.47% | 27.18% | +9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.78% | 30.44% | +17.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.94% | 26.13% | +26.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.46% | 26.13% | +37.33% |
UBOT vs. USOY - Expense Ratio Comparison
UBOT has a 1.29% expense ratio, which is higher than USOY's 1.22% expense ratio.
Dividends
UBOT vs. USOY - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 0.80%, less than USOY's 54.16% yield.
| 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% |
USOY Defiance Oil Enhanced Options Income ETF | 54.16% | 104.32% | 48.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBOT and USOY have a correlation of -0.28, 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 USOY (11.62%). In terms of maximum drawdown, UBOT dropped -86.01% vs USOY's -17.46%.
On 1-year performance, USOY leads with 57.29% vs 49.20% for UBOT. On fees, USOY is cheaper at 1.22% per year. On volatility, USOY has been the lower-risk option at 11.62%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, USOY has performed better with a 57.29% return vs 49.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USOY is cheaper with a 1.22% expense ratio, compared with 1.29% for UBOT.
USOY has the higher dividend yield at 54.16%, compared with 0.80% for UBOT.
UBOT is categorized as Robotics, while USOY is Derivative Income. They also come from different issuers: Direxion and Defiance. Their fees differ too: 1.29% for UBOT and 1.22% for USOY.
USOY currently has the higher Sharpe Ratio (1.89 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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