UBOT vs VYM
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | UBOT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.32% | 0.04% | |
| AUM | $23M | $79.0B | |
| Dividend Yield | 0.97% | 2.86% | |
| Holdings | 8 | 568 | |
| YTD Return | -2.58% | +16.78% | |
| 1Y Return | +8.02% | +24.43% | |
| 3Y Return (annualized) | +11.67% | +18.60% | |
| 5Y Return (annualized) | -9.70% | +12.30% | |
| Volatility (annualized) | 60.3% | 14.6% | |
| Max Drawdown | -86.1% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 19, 2018 | Nov 10, 2006 |
UBOT vs VYM Performance
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) is a ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UBOT returned +8.02% while VYM returned +24.43%. Year to date, UBOT is down 2.58% versus a gain of 16.78% for VYM.
Over three years, UBOT compounded at +11.67% per year against +18.60% for VYM; over five years the annualized figures are -9.70% and +12.30% respectively. Across the full 8-year window we track, VYM has the edge at +7.11% annualized vs -7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBOT has been the more volatile fund, with annualized monthly volatility of 60.3% compared with 14.6% for VYM. 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UBOT charges 1.32% per year while VYM charges 0.04%. On a $10,000 position that is $132 vs $4 annually, a gap of $128 per year that compounds over a long holding period. On income, UBOT currently yields 0.97% against 2.86% for VYM.
Holdings Overlap
UBOT and VYM share 0 holdings out of 562 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, UBOT or VYM?
UBOT has an expense ratio of 1.32% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $128 per year of difference.
Which performed better, UBOT or VYM?
Over the past year UBOT returned +8.02% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), UBOT annualized -7.06% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, UBOT or VYM?
UBOT has been the more volatile fund at 60.3% annualized versus 14.6% for VYM. Worst drawdown: UBOT -86.1% vs VYM -58.8%.
Should I hold both UBOT and VYM?
UBOT and VYM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UBOT and VYM?
UBOT and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, UBOT or VYM?
UBOT yields 0.97% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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