UBOT vs VTI
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, UBOT or VTI?
Trading-Leveraged Equity against Large Cap Blend.
VTI has a lower expense ratio. VTI 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 | UBOT | VTI |
|---|---|---|
| Expense Ratio | 1.32% | 0.03%Best |
| AUM | $23M | $666.9B |
| Dividend Yield | 1.10% | 1.03% |
| Holdings | 8 | 3,543 |
| YTD Return | -18.40% | +12.08%Best |
| 1Y Return | -9.37% | +16.31%Best |
| 3Y Return (annualized) | +8.72% | +20.83%Best |
| 5Y Return (annualized) | -15.74% | +11.89%Best |
| Volatility (annualized) | 59.9% | 17.0%Best |
| Max Drawdown | -86.1% | -35.0%Best |
| $10,000 over 5 years | $4,247 | $17,537Best |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Apr 19, 2018 | May 24, 2001 |
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 14, 2026 (8.4 years).
UBOT vs VTI 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.
UBOT vs VTI Performance
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) is an ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year UBOT returned -9.37% while VTI returned +16.31%. Year to date, UBOT is down 18.40% versus a gain of 12.08% for VTI.
Over three years, UBOT compounded at +8.72% per year against +20.83% for VTI; over five years the annualized figures are -15.74% and +11.89% respectively. Across the full 8-year window we track, VTI has the edge at +13.59% annualized vs -8.93%.
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 17.0% for VTI. 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 -86.1% for UBOT and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UBOT charges 1.32% per year while VTI charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, UBOT currently yields 1.10% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 3 holdings in UBOT and 3,463 in VTI, totalling 98.7% and 98.1% 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 3 positions we hold weights for in UBOT and 3,463 in VTI, against full books of 8 and 3,543.
You are not choosing between two funds in isolation.
Whichever of UBOT and VTI 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, UBOT or VTI?
UBOT has an expense ratio of 1.32% while VTI charges 0.03%. VTI is the cheaper option, by $129 a year on a $10,000 investment.
Which performed better, UBOT or VTI?
Over the past year UBOT returned -9.37% vs +16.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), UBOT annualized -8.93% vs +13.59% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UBOT or VTI?
UBOT has been the more volatile fund at 59.9% annualized versus 17.0% for VTI. Worst drawdown: UBOT -86.1% vs VTI -35.0%.
Should I hold both UBOT and VTI?
UBOT and VTI have a monthly-return correlation of 0.86, 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, UBOT or VTI?
UBOT yields 1.10% while VTI yields 1.03%, so UBOT currently pays the higher dividend yield.
Is VTI better than UBOT?
VTI has a lower expense ratio. VTI 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.