SPY vs UBOT
State Street SPDR S&P 500 ETF Trust vs Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF
Which is better, SPY or UBOT?
Large Cap Blend against Trading-Leveraged Equity.
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SPY | UBOT |
|---|---|---|
| Expense Ratio | 0.09%Best | 1.32% |
| AUM | $804.7B | $23M |
| Dividend Yield | 0.98% | 1.10% |
| Holdings | 505 | 8 |
| YTD Return | +11.52%Best | -18.59% |
| 1Y Return | +17.48%Best | -6.03% |
| 3Y Return (annualized) | +20.62%Best | +7.17% |
| 5Y Return (annualized) | +12.73%Best | -15.65% |
| Volatility (annualized) | 16.5%Best | 59.9% |
| Max Drawdown | -34.1%Best | -86.1% |
| $10,000 over 5 years | $18,205Best | $4,270 |
| Fund Family | State Street Investment Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | Jan 22, 1993 | Apr 19, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 19, 2018 to Sep 10, 2026 (8.4 years).
SPY vs UBOT growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.4 years both funds cover.
SPY vs UBOT Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) is an ETF from Direxion Shares ETF Trust. Over the past year SPY returned +17.48% while UBOT returned -6.03%. Year to date, SPY is up 11.52% versus a loss of 18.59% for UBOT.
Over three years, SPY compounded at +20.62% per year against +7.17% for UBOT; over five years the annualized figures are +12.73% and -15.65% respectively. Across the full 8-year window we track, SPY has the edge at +14.14% annualized vs -8.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBOT has been the more volatile fund, with annualized monthly volatility of 59.9% compared with 16.5% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.1% for SPY and -86.1% for UBOT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPY charges 0.09% per year while UBOT charges 1.32%. On a $10,000 position that is $9 vs $132 annually, a gap of $123 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 1.10% for UBOT.
Holdings Overlap
We hold position weights for 504 holdings in SPY and 3 in UBOT, totalling 100.0% and 90.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 504 positions we hold weights for in SPY and 3 in UBOT, against full books of 505 and 8.
You are not choosing between two funds in isolation.
Whichever of SPY and UBOT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPY or UBOT?
SPY has an expense ratio of 0.09% while UBOT charges 1.32%. SPY is the cheaper option, by $123 a year on a $10,000 investment.
Which performed better, SPY or UBOT?
Over the past year SPY returned +17.48% vs -6.03% for UBOT, so SPY leads on 1-year performance. Over the longest common window we track (8 years), SPY annualized +14.14% vs -8.97% for UBOT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPY or UBOT?
UBOT has been the more volatile fund at 59.9% annualized versus 16.5% for SPY. Worst drawdown: SPY -34.1% vs UBOT -86.1%.
Should I hold both SPY and UBOT?
SPY and UBOT have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SPY or UBOT?
SPY yields 0.98% while UBOT yields 1.10%, so UBOT currently pays the higher dividend yield.
Is UBOT better than SPY?
SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.